Senior Associate - Loan Operations and Team Management

Senior Associate

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Key Responsibilities

Operations & Delivery

• Manage end-to-end loan lifecycle activities including trade capture, settlements, drawdowns, paydowns, interest processing, and reconciliations
• Ensure timely and accurate processing of all loan-related transactions in SS&C Loans
• Monitor daily workflows, resolve exceptions, and ensure SLAs are consistently met
• Review and validate accounting entries, cash movements, and reporting outputs

Team Management

• Lead and manage a team of analysts/associates
• Allocate work, monitor productivity, and ensure quality standards
• Provide training, mentorship, and performance feedback
• Support hiring and onboarding of new team members

Client Interaction

• Act as a point of contact for clients for operational queries and escalations
• Participate in client calls and provide updates on deliverables, issues, and improvements
• Build strong client relationships and ensure high client satisfaction

Process & Controls

• Ensure adherence to internal controls, audit requirements, and compliance standards
• Identify process gaps and drive automation/efficiency initiatives
• Support implementation of new workflows, system enhancements, and client onboarding

Reporting & Governance

• Track KPIs, SLAs, and operational metrics
• Prepare and present reports to senior management
• Support internal and external audits

Required Skills & Experience

• Strong understanding of loan products (term loans, revolvers, delayed draws, etc.)
• Experience with loan servicing platforms (preferably SS&C Loans / Geneva / similar systems)
• Knowledge of loan accounting, interest calculations, and cash flows
• Strong analytical and problem-solving skills
• Excellent communication and stakeholder management skills
• Proven team management experience

Preferred Qualifications

• MBA / CA / CFA or relevant finance qualification
• Experience in asset management, fund administration, or loan servicing operations
• Exposure to process automation or transformation initiatives

Key Competencies

• Attention to detail and accuracy
• Ownership and accountability
• Ability to manage deadlines and high volumes
• Leadership and people management
• Client-centric mindset

 

 

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

 

 

 

 

 

 

 

 

 

 

Applications will be accepted on an ongoing basis until the position is filled.

 

 

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Experience Level

Senior Level