Bank Loan Operations Process Consultant

Our client, a large Life & Annuity company, needs a subject matter expert in the end-to-end bank loan lifecycle to document, and optimize their end-to-end bank loan process from a finance and accounting standpoint. The environment has limited documentation and high reliance on one key individual; this role will formalize process, strengthen controls, and improve operational efficiency.

The ideal candidate has deep experience across the primary and/or secondary bank loan process, including hands-on experience with Clear Par as a system of record.

This is a hands-on process optimization / execution-focused engagement.

This is a remote, W2 hourly interim position with Korn Ferry's client and will require working East Coast hours.

• Document the end-to-end bank loan lifecycle (origination through settlement and ongoing servicing)
• Design and implement controls, accounting alignment, and governance SOPs
• Identify and execute on operational efficiency opportunities
• Reduce key-person risk and increase scalability

• Map the full bank loan lifecycle (front, middle, back office)
• Identify gaps, workarounds, and undocumented dependencies
• Develop formal process documentation and operating playbooks
• Create role clarity and RACI alignment

• Assess current-state controls (preventative and detective)
• Align operational workflows with accounting requirements
• Develop and formalize SOPs and escalation protocols
• Ensure Clear Par usage aligns with policy and regulatory standards

• Evaluate handoffs, redundancies, bottlenecks
• Optimize workflows within Clear Par
• Recommend automation or integration enhancements
• Improve reporting and transparency

• 8-15+ years in bank loan operations (institutional setting)
• Deep knowledge of the end-to-end loan trade lifecycle
• Hands-on experience with Clear Par
• Strong understanding of loan accounting, settlements, and controls
• Experience documenting and formalizing poorly defined processes
• Ability to work independently in environments lacking structure

Remote

$70/hr.

-$100/hr.

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