JOB DESCRIPTION
Reporting to the Assistant Vice President, Asset Management Support, the Team Lead will oversee critical functions within the team, including the approval of transactions and wires in the system of record. You will serve as the primary escalation contact for settlement issues, manage the end-to-end processing of funding transactions, and ensure effective communication to downstream teams. Additionally, you will collaborate with the Assistant Vice President (AVP) to drive process improvements and implement technology automation to enhance operational efficiency.
RESPONSIBILITIES
- Review and approve transactions and wire instructions in the system of record.
- Ensure accuracy, compliance, and timely processing of all approvals.
- Act as the escalation point for complex settlement issues and discrepancies.
- Resolve issues efficiently, working with internal teams and external parties as needed.
- Oversee the complete processing cycle of funding transactions from initiation to completion.
- Ensure transactions are executed accurately and in compliance with company policies.
- Facilitate effective communication to downstream teams regarding funding transactions and settlement updates.
- Ensure all stakeholders are informed and aligned on transaction status and issues.
- Collaborate with the AVP to identify and implement process improvements.
- Support the development and deployment of technology automation to streamline workflows and enhance operational efficiency.
- Foster a collaborative and high-performance team environment..
QUALIFICATIONS
- Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics
- 7+ years’ experience with a financial institution or other organization with exposure to reconciliation processes
- Strong problem-solving skills with the ability to handle complex settlement issues effectively.
- Experience in process improvement and technology automation within financial operations.
- Excellent communication and interpersonal skills, with the ability to liaise effectively with internal and external stakeholders.
- Knowledge of LoanIQ or WSO a plus
- Proficiency with Microsoft Office 365 with emphasis on Outlook, Word and Excel usage or comparable software application.
- Motivated self-starter with a responsive, friendly, and professional demeanor and
- strong written and verbal communication skills
- Demonstrated ability to be decisive, highly organized and prioritize tasks including
- the ability to adapt to changing circumstances and adjust priorities as needed in a deadline-driven environment while maintaining careful attention to detail and accuracy
- Ability to work productively in a cross-functional team environment with both internal and external stakeholders while taking individual responsibility for quality and accuracy
- Proven record of reliability and dedication to high quality work product
THE FINE PRINT
- Must have unrestricted authorization to work in the United States.
- Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
- Must be willing to work from the Chicago office.
Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
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To learn more, visit www.antares.com. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
