Bank Loans Operations Officer

Role Overview

• Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
• Primary contact and key escalation point for operational issues
• Manage production activities of Shared Service Associate I, II and Senior Associate
• Coordinate the implementation of new funds, systems and processes
• Organize Shared Service internal meetings and compile related documentation

Requirements

• Equivalent to a BS degree in Finance, Business or related field
• At least 5 years of related Custody and/or Fund Accounting experience
• Management or supervisory experience is required
• Knowledge of securities language and legal requirements
• Solid understanding of operational functions within Custody and/or Fund Accounting

Benefits

• health insurance coverage including basic life, medical, dental, vision
• generous retirement savings plan (401K) with company match
• paid time off for vacation, sick leave, short term disability, and family care responsibilities
• access to Employee Assistance Programs
• potential for annual performance-based awards