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AVP, Loan Operations Senior Specialist
AVP, Loan Operations Senior SpecialistVoya Financial • Scottsdale, AZ, US
AVP, Loan Operations Senior Specialist

AVP, Loan Operations Senior Specialist

Voya Financial • Scottsdale, AZ, US
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Assistant Vice President Of Loan Operations

Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners, and colleagues. We will fight for others, not against : We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued, and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients, and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your voyage Apply Now

Get To Know The Opportunity

The Assistant Vice President Of Loan Operations provides operational oversight and support across various stages of investment for syndicated loans and similar asset types. This role, which reports to the VP Of Private Market Platform Operations, is an individual contributor role which focuses on managing complex issues throughout the loan lifecycle and ensuring accurate treatment across Voya's systems and service providers. This role will work closely with internal teams and external partners to maintain data integrity, support ongoing and ad hoc reporting, and uphold high standards for organizational efficiency.

The Contributions You Will Make

Oversee the loan investment platform data and processes

  • Partner with operations management, division leadership, and technology professionals to facilitate cross-functional cooperation and create meaningful metrics and reporting around the loan platform operations.
  • Assess, redesign, optimize, and document organizational processes to improve efficiency, effectiveness, and adaptability. Targeted areas include operational workflows, communications, decision-making processes, and systems enhancement.
  • Promote a culture of innovation by challenging the staff to seek out process improvement initiatives, automation enhancements, and idea generation.
  • Institute streamlined communication between back- and front-office teams to provide a centralized point of contact.

Portfolio data reporting and coordination

  • Develop and implement Power BI dashboards to promote data-driven decision-making.
  • Create and deploy new custom reporting views tailored to enhance investor reporting, data visualization, and accessibility, and to empower teams with actionable insights.
  • Improve data reporting by leveraging technical and analytical skills to enhance reporting for clients and prospects, ensuring the accurate and timely delivery of data-driven insights, improving transparency and client satisfaction.
  • Oversee the production of data used by the Client Services and Client Portfolio Management groups for investor reporting, investment analytics, portfolio management, senior management, and RFPs.
  • Collaborate on RFP / RFI data requests by working closely with the RFP team to review and complete these requests; maintain databases and manage quarterly client and consultant questionnaires to support business development efforts.
  • Identify and provide requirements for technological solutions by participating in meetings to understand organizational processes and workflows, assessing and addressing identified difficulties, and improving operational efficiency.
  • Track and report fund defaults by documenting defaults and providing detailed reports to portfolio managers, informing investment decisions and risk management strategies, ensuring proactive management of portfolio data.
  • Contribute to daily operational calls by providing updates on deliverables, addressing key issues, and supporting continuous improvement initiatives, while fostering a collaborative and innovative work environment.
  • SOX Controls and Operational Risk Tracking

  • Work with Operational Risk Management to identify, track, and report KRIs and KPIs
  • Minimum Knowledge And Experience

  • Bachelor's degree in finance, accounting, or similar; Master's in Business Administration is a plus.
  • 5-7 years experience in the investment management industry, specifically in support of syndicated bank loans or other private fixed income asset classes.
  • Strong financial competency with the ability to analyze, communicate, and recognize data issues.
  • Ability to work independently, multi-task, and exercise sound business judgment.
  • Strong skills in oral and written communication; including experience in effectively communicating with colleagues, auditors, loan administrators, and senior managers.
  • Teamwork and interpersonal skills
  • Key Success Factors

  • Proficient in computer skills including Access, Excel, Word, PowerPoint, and PowerBI
  • Strong ability to translate complex investment scenarios into clear summaries with tangible instructions.
  • Ability to partner and work effectively with third party service providers, manage and track expectations, and escalate issues as needed.
  • Extraordinary organization skills
  • Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and / or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements, and / or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $100,000 to $125,000 USD

    Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially, and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools, and resources with one goal in mind : To help you and your family be well and stay well.

  • Health, dental, vision, and life insurance plans
  • 401(k) Savings plan with generous company matching contributions (up to 6%)
  • Voya Retirement Plan employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250 / year
  • Paid time off including 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
  • Paid volunteer time 40 hours per calendar year
  • At Voya, we have identified the following critical skills which are key to success in our culture :

  • Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
  • Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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    Operation Specialist • Scottsdale, AZ, US

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