Manager – McCracken Strategy System, Investor Management

• Lead, develop, and manage a team of Analysts
• Approve and oversee complex non-cash transactions and system postings
• Govern system data changes and maintain audit-ready documentation
• Oversee Agency and Non-Agency loan boarding processes
• Implement and maintain quality control frameworks for loan setup
• Partner with Investor Reporting and Finance to resolve discrepancies and support period-end close
• Serve as the primary escalation point for system issues, data discrepancies, and reconciliation challenges
• Maintain and enhance the control environment, documentation, audit readiness, and compliance
• Identify and resolve process gaps and control weaknesses through root cause analysis
• Provide leadership with reporting, insights, operational risks, trends, and performance metrics
• Drive workflow optimization, automation, system enhancements, and data integrity initiatives with Technology and stakeholders

• Bachelor’s degree in business, Finance, Accounting, or related field preferred
• 5+ years of experience in commercial loan servicing, investor reporting, McCracken Strategy, or related operations
• Familiarity with federal, state, and local affordable housing programs preferred
• Experience with Agency and complex capital source loan setup and servicing requirements
• Demonstrated people management experience
• Strong analytical skills with experience reviewing complex system transactions and data
• Excellent communication and collaboration skills across business and technical teams
• High attention to detail with a focus on controls, risk mitigation, and data integrity
• Ability to travel as needed
• Must be authorized to work in the United States
• Must be able and willing to work from the Dallas metro area office 2-3 days per week in the future if required

Demonstrates expertise in managing teams, overseeing complex loan servicing processes, and ensuring compliance with audit-ready documentation. Strong analytical and communication skills are essential for optimizing workflows and resolving discrepancies in financial operations.

• Team Leadership
• Commercial Loan Servicing
• Analytical Skills
• Process Optimization
• Compliance Management

• Loan Setup
• Data Integrity
• Root Cause Analysis
• Audit Readiness
• Financial Reporting
• Transaction Review
• Quality Control Frameworks
• System Enhancements
• Risk Mitigation
• Investor Reporting

• Communication Skills
• Collaboration Skills
• Attention to Detail
• Problem-Solving Skills
• People Management

• Affordable Housing Programs
• Agency Loan Boarding
• Non-Agency Loan Boarding
• Capital Source Requirements
• Operational Risks

• McCracken Strategy
• Automation Tools
• Data Management Systems