Senior Manager of Loan Operations

This position reports to the Head of Loan Operations and will be a senior member of a dynamic team of professionals engaged in the delivery of a range of operational services on complex capital markets transactions.

The CSC Delaware Trust portfolio is growing both in size and complexity. An experienced individual is required to support the growth and adequately manage the day-to-day administration of a diverse range of transactional requirements.

The successful candidate will work closely with a broad range of stakeholders including investment banks, private equity and private credit funds, law firms, and audit firms. Direct contact with client CFOs and Treasury Managers is common, so a high degree of professionalism, attention to detail, and strong communication skills are essential.

• Review and quality check transaction processing activities, including rollovers, issuer/borrower invoicing, letter of credit activity, payment processing, unscheduled repayments/borrowings, reporting (daily, weekly, monthly, quarterly, ad‑hoc), data governance, and database accuracy.
• Handle inbound and outbound communication with internal and external stakeholders via email and phone.
• Conduct internal and external meetings to communicate status updates to the business or book of business.
• Manage deal closing execution and funding.
• Provide team training on industry best practices and company related policies.
• Maintain and update operational procedures to ensure consistency and compliance.

• Bachelor’s degree required with 5+ years of banking and/or relevant financial services experience (loan operations).
• Proven experience leading and managing teams, ideally within financial services.
• Ability to oversee day-to-day operations while driving strategic initiatives.
• In‑depth knowledge of loan facility agreements and an understanding of the roles involved in bilateral loans, syndicated loans, and project finance. Experience with bonds or structured finance is a strong plus.
• Solid understanding of financial markets and products, with experience using payment systems for confirming and settling these products.
• Experience using WSO, Loan IQ, Debt Domain, iLEVEL, Clear Par or other similar loan/banking platforms preferred.
• Comprehensive understanding of the loan operations lifecycle, with the ability to identify and resolve issues related to client loan activities.
• Familiarity with deal structuring, distribution, documentation, funding, and post‑closing management; proactive compliance with regulatory and internal standards.
• Strong attention to detail in reviewing financial documents, structuring deals, and accurately calculating rates, fees, and payouts.
• Ability to work effectively with numbers, identify discrepancies, and maintain a high level of accuracy to eliminate operational risks.
• Ability to generate ad‑hoc calculations as needed for customers/clients, such as interest, paydown, pro‑rata splits, per diem, payoff letter calculations, etc.
• Commitment to thorough and robust quality checks in all aspects of loan processing, with a focus on maintaining high standards.
• Proficiency in using the Microsoft Office suite, with particular focus on Excel.

Disclaimer:
The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.