Provide business management oversight of partner teams including operations, credit, and other teams
Lead and direct project activities, meetings, understand dependencies, and manage timelines
Perform business analysis and requirements documentation
Coordinate engagement of Operations, Technology and Business partner resources and subject matter experts
Manage issues and decisions to timely resolution
Communicate with senior management teams to escalate/resolve project conflicts & needs
Drive collaboration across Lending to achieve our business goals

Seven plus years of Securities Based Credit and Lending business, risk, or operations experience is required
Demonstrated success running and leading business improvement and transformation initiatives
Experience within a brokerage firm or bank providing securities based and margin loans are a plus
Experience working across various functional areas Legal, Compliance, Finance, Technology and Operations are key
Bachelor’s degree or equivalent experience is required

Credit Policy & Platform Manager – Vice President

Key skills