Senior Operations Specialist – Financial Services

Senior Operations Specialist – Financial Services

Location: Bay Area, CA

Employment Type: Full-Time

We are looking for a detail-oriented Senior Operations Specialist to join a growing financial services organization. This role is ideal for someone with experience in loan operations, financial documentation, credit operations, investment operations, or a related area who enjoys managing complex documentation and working across multiple teams.

The Senior Operations Specialist will help oversee important loan and investment records, maintain accurate documentation, coordinate with internal teams and external partners, and support compliance and operational processes.

Responsibilities

• Manage and track loan, investment, and financial documentation from receipt through final filing and storage.
• Maintain accurate records and documentation trackers.
• Review loan and collateral documentation for completeness and accuracy.
• Coordinate documentation requests, transfers, releases, and other operational activities.
• Work closely with Legal, Compliance, Portfolio Management, Operations, and external partners.
• Research and resolve documentation discrepancies or missing information.
• Support internal audits, regulatory reviews, and documentation requests.
• Assist with maintaining and improving operational procedures, checklists, and controls.
• Identify opportunities to improve documentation and workflow processes.
• Support special projects, system improvements, and other operational initiatives.

Qualifications

• Bachelor’s degree in Business, Finance, Legal Studies, or a related field preferred.
• 4+ years of experience in financial services operations, loan operations, credit operations, documentation, fund operations, investment operations, legal operations, or a related function.
• Experience working with loan or financial documentation strongly preferred.
• Familiarity with documents such as credit agreements, promissory notes, security agreements, collateral documentation, or UCC filings is a plus.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and maintain highly accurate records.
• Strong problem-solving skills and ability to independently resolve documentation issues.
• Excellent written and verbal communication skills.
• Comfortable collaborating with internal stakeholders and external service providers.
• Proficiency with Microsoft Office and document management or tracking systems.

Preferred Experience

Experience with in private credit, commercial lending, venture debt, investment management, banking, fund administration, or other financial services environments is especially valuable.

We’re looking for someone who is organized, proactive, and comfortable taking ownership of important operational processes in a fast-paced financial environment.