Syndication Operations Manager
Core
Lead operational execution, governance, and control frameworks for loan syndication transactions across North America, coordinating from due diligence through closing and post-closing administration.
Role type
Senior IC syndication operations manager
Builds
Operational infrastructure, governance controls, and transaction execution processes for DTFS syndication platform
Domain
Commercial finance / loan syndications
Required skills
loan syndication operations, treasury operations, participation administration, portfolio sales, governance and controls, data validation, exception management, audit support, management reporting, financial analysis, project management
Preferred skills
equipment finance, transportation finance, commercial vehicle finance, structured finance, workflow automation, document management, data analytics, partner relationship management, continuous improvement
Technologies
workflow tools, portfolio management systems, document management systems, data analytics tools
Responsibilities
Support pricing recommendations by analyzing portfolio yield, credit quality, and transaction costs; Identify and validate syndication pools using eligibility and concentration criteria; Coordinate syndication transactions from selection through closing including due diligence and settlement; Serve as primary operational interface between syndication partners and internal stakeholders; Enhance and standardize syndication processes through procedures and automation; Ensure adequate governance and controls across partner selection and transaction approvals; Coordinate post-closing administration and servicing oversight; Maintain strong financial and data controls by validating transaction data and reconciling proceeds; Maintain an audit-ready syndication operating environment with complete documentation.
Seniority
Senior, hands-on IC