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SS&C Technologies

Manager, CLO Loan Operations – Loan Servicing

SS&C Technologies

Manager of CLO Loan Operations at SS&C managing servicing of syndicated loans. Leading a team and ensuring precision in client deliverables across financial services sector.

Posted 5/3/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact
  • Manage and oversee a team of associates and senior associates in daily loan servicing operations
  • Serve as the primary client relationship manager for CLO loan servicing, responding to inquiries and delivering high-quality service
  • Oversee loan trade processing, settlement, cash flow booking, reconciliations, and agent notice review
  • Ensure all loan static data setup, reconciliations (cash, cost, positions, accrued interest), and reporting are completed accurately and on time
  • Review and sign off on escalated breaks, ensuring resolution within agreed timelines
  • Lead client onboarding, system setup, and process implementation for new CLO portfolios
  • Conduct performance reviews, coach, and mentor team members to foster professional development
  • Partner with internal stakeholders across fund accounting, technology, and operations to streamline processes and resolve issues
  • Develop and implement best practices to improve operational efficiency, accuracy, and scalability
  • Maintain strong governance and controls, ensuring compliance with policies, procedures, and client SLAs

Requirements

What you’ll need
  • Bachelor’s degree in Finance, Accounting, or related field
  • 6+ years of experience in syndicated bank loan operations, with direct CLO servicing experience
  • Prior experience managing a team within loan servicing or operations required
  • Strong understanding of loan settlements, reconciliations, and reporting for complex loan portfolios
  • Proficiency in Microsoft Excel and related financial systems
  • Proven ability to build and maintain client relationships at senior levels

Benefits

Comp & perks
  • medical, dental, and vision coverage
  • a 401(k) plan with company match
  • paid time off, holidays, and parental leave
  • professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
loan servicing operationsloan trade processingsettlementcash flow bookingreconciliationsreportingclient onboardingprocess implementationoperational efficiencyfinancial systems
Soft Skills
client relationship managementcoachingmentoringteam managementcommunicationproblem-solvingperformance reviewsstakeholder partnershipprocess improvementgovernance