Senior Manager, Operations
Senior operations leader managing the full deal lifecycle for credit facilities at a fintech platform. Owns pre- and post-close diligence, portfolio monitoring, leverage mechanics, and cross-functional execution with Investments, Legal, and Debt Capital Markets.
About the job
What you’ll do
- Lead pre-close operational diligence for new facilities, including KYC/OFAC, insurance, custody and servicing structure setup, data tape configuration, and cash controls.
- Manage post-close operations across the portfolio, including custody oversight, daily funding request review and approvals, and facility monitoring.
- Determine the timing and sizing of leverage draws and paydowns across facilities; prepare borrowing bases and manage lender submissions in coordination with Debt Capital Markets.
- Run lien search and BPO refresh processes across the portfolio.
- Support enforcement actions and special situations, including servicer transitions and collateral control measures.
- Partner cross-functionally with Investments, Legal, Finance, and Debt Capital Markets on deal execution, renewals, amendments, and lender reporting requirements.
- Ensure portfolio and collateral data is accurately captured in internal systems, partnering with the analytics team to maintain reporting integrity.
- Coordinate technology onboarding for new facilities and contribute to process and product improvements with the Setpoint Technology team.
- Leverage AI tools to automate and improve operational workflows, reduce risk, and enhance team efficiency.
- Identify operational risks and inefficiencies; drive improvements that support scalability as the portfolio grows.
You should have
- 5–8 years of experience in operations, structured finance, credit, or asset management; experience in real estate finance or specialty lending strongly preferred.
- Familiarity with credit facility mechanics: borrowing bases, advance rates, eligibility criteria, concentration limits, and leverage partner reporting.
- Strong Excel skills; comfort with data and reporting tools (SQL or BI tools a plus).
- Ability to independently manage multiple complex workflows under tight deadlines.
- Clear, concise communicator; comfortable engaging across functions and with external counterparties (borrowers, lenders, custodians, servicers).
- High judgment and ability to operate with limited oversight in ambiguous or time-sensitive situations.
- Experience in a high-growth environment strongly preferred.
Compensation and Benefits
- Competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation.
- Compensation: $130,000 - $180,000 OTE dependent on multiple factors, which may include the candidate’s skills, experience, location, and other qualifications. This role also includes meaningful equity.
Skills
Excel, SQL, BI Tools, Kyc, Ofac, Structured Finance, Credit Facilities, Borrowing Bases, Asset Management, AI Tools
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