Process Lead, Funding & Settlements

Job Description

Reporting to the Assistant Vice President – Funding & Settlements, the Process Lead will oversee critical functions within the team, including approving transactions and wires in the system of record. You will serve as the primary escalation contact for Funding & Settlements issues, manage end‑to‑end processing of funding transactions, and ensure effective communication to downstream teams. Additionally, you will collaborate with the Assistant Vice President (AVP) to drive process improvements and implement technology automation to enhance operational efficiency.

• Review and approve transactions and wire instructions in the system of record.
• Ensure accuracy, compliance, and timely processing of all approvals.
• Act as the escalation point for complex settlement issues and discrepancies.
• Resolve issues efficiently, working with internal teams and external parties as needed.
• Oversee the complete processing cycle of funding transactions from initiation to completion.
• Ensure transactions are executed accurately and in compliance with company policies.
• Facilitate effective communication to downstream teams regarding funding transactions and settlement updates.
• Ensure all stakeholders are informed and aligned on transaction status and issues.
• Collaborate with the AVP to identify and implement process improvements.
• Support the development and deployment of technology automation to streamline workflows and enhance operational efficiency.
• Foster a collaborative and high-performance team environment.

• Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics.
• 7+ years’ experience with a financial institution or other organization with exposure to reconciliation processes.
• Strong problem‑solving skills with the ability to handle complex settlement issues effectively.
• Experience in process improvement and technology automation within financial operations.
• Excellent communication and interpersonal skills, with the ability to liaise effectively with internal and external stakeholders.
• Knowledge of LoanIQ or WSO a plus.
• Proficiency with Microsoft Office 365, emphasis on Outlook, Word, and Excel usage or comparable software application.
• Motivated self‑starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills.
• Demonstrated ability to be decisive, highly organized and prioritize tasks including the ability to adapt to changing circumstances and adjust priorities as needed in a deadline‑driven environment while maintaining careful attention to detail and accuracy.
• Ability to work productively in a cross‑functional team environment with both internal and external stakeholders while taking individual responsibility for quality and accuracy.
• Proven record of reliability and dedication to high quality work product.

• Attention to Detail:
  Accurately reviews and approves transactions, ensuring compliance with regulatory standards and company policies.
• Problem Solving:
  Acts swiftly as the escalation point for complex settlement issues, utilizing analytical skills to resolve discrepancies and minimize risk.
• Communication:
  Facilitates clear and timely communication with downstream teams, providing updates on transaction status and addressing inquiries from stakeholders.
• Process Improvement:
  Collaborates with the AVP to identify inefficiencies and implement technology‑driven solutions, resulting in enhanced operational workflows.
• Leadership:
  Oversees the end‑to‑end processing cycle, ensuring team alignment and mentoring staff on best practices in Funding & Settlements.
• Technical Proficiency:
  Demonstrates expertise in the system of record and applies automation tools to streamline transaction approvals and reporting.

• Adaptability:
  Quickly responds to shifting priorities and changing business needs, seamlessly transitioning between tasks to meet tight deadlines without sacrificing quality.
• Collaboration:
  
  Works effectively with diverse teams across departments, building productive relationships and fostering a cooperative work environment to achieve shared objectives.
• Accountability:
  Takes ownership of…