Lending Operations Senior Manager at Wells Fargo leading high - risk functions. Managing Loan Servicing teams and driving process improvements and risk mitigation strategies.
About the role
- Associate Manager providing operational support for financial services at PGIM. Focused on deal execution in Special Situations and Mortgaged Backed Securities with team collaboration and compliance.
Responsibilities
- Actively facilitate the deal execution process for privately held assets, including trade capture, wire processing, settlement, and other steps required in coordination with multiple groups including deal team, internal counsel, fund management, data integrity, external parties, etc.
- Investment/trade capture of primary and secondary trading activity in Order Management System
- Primary and Secondary loan, bond, and equity trade settlements
- Wire management to ensure deals fund and wires are processed in a timely manner
- Service loans (rolling contracts) and complete private asset transfers
- Track investor cash
- Work with internal teams to help research and resolve cash and position reconciliation breaks
- Working with Custodian Banks and Servicers to rectify breaks
- Compile regular and ad-hoc reporting for various areas within the firm
- Assist in strategic initiatives related to technology and process enhancements
Requirements
- Bachelors Degree in Finance, Accounting, Business, or related discipline
- 4-7 years of experience in Financial Services
- Experience with Residential Mortgage Loans, Private Credit, Restructures/Special Situations, Bond or Bank Loan Operations
- Experience interpreting Credit Agreements and Purchase Agreements
- Intermediate or Advanced skills with Microsoft Office Suite
- Detail oriented self-starter
- Ability to work alone and in a team environment, adaptability is key
- Strong, independent problem solving and critical thinking abilities
- Strong work ethic, honesty and integrity, as well as strong interpersonal and communication skills
- Ability to manage and prioritize multiple tasks in a deadline driven environment
- Strong knowledge of global trade lifecycle and industry technology (DTCC, CTM, Swift, Bloomberg)
- Experience working with Transfer Agents a plus
- Experience settling Delayed Draw Term Loans (DDTL) and Revolvers and instructing/settling DWAC, DRS, FOP, and physical bonds or equities a plus
- Experience with Aladdin/Aladdin Loan Manager and WSO (or other loan servicing platforms) a plus
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
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