About the role
Loan Book of Record & System Integrity Own the operational data integrity of LMI's loan book of record on a day-to-day basis — ensuring the accuracy and timeliness of positions, cash flows, and valuations across the loan administration platform Ensure tight alignment across LMI's multi-system loan operations environment across positions, cash flows, and valuations Run and monitor daily processing; review and approve critical updates and own the resolution of data quality issues before they impact downstream systems or reporting Consume reconciliation break data to identify systemic root causes and drive durable operational improvements Manage the relationship with the loan servicer on internal securitization structures, ensuring operational alignment with LMI's investment and reporting requirements Manage LMI's external operational collaborators (e.g., eClerx, EXL) supporting loan operations workflows — providing oversight of their work, ensuring procedure documentation is current and accurate, and determining where they are best positioned to add value Establish clear standards and expectations for collaborator output; monitor quality and consistency of work product against LMI's operational framework, ensuring issues are identified and addressed promptly Support the management of vendor relationships across the loan operations technology and services ecosystem, contributing operational expertise and day-to-day performance insights to inform vendor governance and oversight Manage operational relationships with agent banks across LMI's loan portfolio; oversee and coordinate the processing of complex loan activity — including distressed exchanges, restructurings, and amendments — ensuring accuracy, timeliness, and appropriate escalation Establish and maintain governance frameworks for agency functions including oversight standards, KYC requirements, SLA accountability, and escalation paths Build and maintain the loan administration layer of the enterprise operational risk and control framework owned by the Head of Loan Operations; ensure processes align with internal policies, audit standards, and industry best practices Collaborate with Investor, Finance, Treasury, Portfolio Operations, Product, Technology, and Data teams to ensure alignment across the loan operations and investment lifecycle Bachelor's degree in Finance, Business, Accounting, or a related field Advanced degrees (e.g., MBA) are a plus CPA or CFA preferred but not required 10+ years of experience in loan operations, loan administration, or a related middle or back-office function within an asset manager, bank, or financial institution Deep knowledge of loan administration operations across private credit and broadly syndicated loan portfolios, including strong familiarity with loan lifecycle events, cash flow management, and reconciliation processes Significant experience with loan administration platforms and systems; strong working knowledge of book of record management and cross-system data flows Prior experience with corporate actions, amendments, restructures, workouts, and distressed exchanges, including familiarity with the operational requirements and documentation standards associated with each Proven track record of managing loan administration relationships, including SLA governance, performance management, and issue escalation Experience with agent bank operations and familiarity with loan agency services Demonstrated expertise in operational risk controls, audit readiness, and process documentation Strong analytical and problem-solving skills with a track record of driving process improvements and automation in a loan operations environment Excellent communication and stakeholder management skills; ability to represent LMI professionally with external partners and communicate clearly with senior leadership Able to operate at both the strategic and tactical levels with hands-on operational ownership Familiarity with AI tools such as Claude, ChatGPT, or Gemini, with the ability to apply them practically in a loan operations context — whether to accelerate process documentation, synthesize complex information, draft communications, or identify patterns across large datasets