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Manager, CLO Loan Operations – Loan Servicing
SS&C TechnologiesManager 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan servicing operationsloan trade processingsettlementcash flow bookingreconciliationsreportingclient onboardingprocess implementationoperational efficiencyfinancial systems
Soft Skills
client relationship managementcoachingmentoringteam managementcommunicationproblem-solvingperformance reviewsstakeholder partnershipprocess improvementgovernance