Best Egg
Senior Manager, Loan Investor Operations
TLDR
Manage the investor sales operations while partnering with Capital Markets, treasury, and accounting to ensure accurate reporting and transaction execution for an expanding capital markets function.
We’re seeking a Senior Manager of Loan Investor Operations to manage the investor sales operation from start to finish. In this role, you’ll partner closely with Capital Markets, treasury and accounting to execute transactions and ensure all aspects of internal and external reporting are correct. This role is ideal for a capital markets professional who thrives in a fast-paced environment, has strong attention to detail and can manage several projects/priorities at a time.
Duties & Responsibilities
Requirements
- Execute investor loan allocation strategy on a daily/weekly basis.
- Prepare and close whole loan transactions with investors
- Directly interface with investors when completing loan sales
- Ensure data flow is accurate from time of sale
- Partner with Accounting team to summarize monthly transactions and investigate any discrepancies
- Communicate sale cadence and pipeline to Treasury and the rest of the Capital Group to enable efficient cash planning
- Assist with ad hoc transactions for investors such as transfers or financings
- Ensure daily/monthly reporting is delivered timely/accurately
- Ad hod support of other Capital Markets transactions (generating loan tapes, performance analysis, etc.)
Development & Expertise
- 5-7 years of experience in consumer lending, FinTech, or financial services.
- Proficiency in Excel and SQL
- Strong analytical skillset
- Exceptional written and verbal communication skills.
- Collaborative mindset with experience working cross-functionally across Finance, Risk, Accounting, Legal, and Operations teams.
- Strong project management skills with the ability to manage multiple priorities and deadlines.
- Strategic thinker with strong attention to detail and a bias toward clarity and transparency.
- Comfortable operating in fast-paced, evolving market environments.
- Curious, proactive, and solutions-oriented.
Leadership & Collaboration
Culture & Mindset
Committed to integrity, accuracy, and responsible financial communication.
Best Egg is a tech-enabled financial platform designed to empower individuals to build financial confidence through a range of installment lending solutions and financial health tools. We cater to everyday consumers facing financial challenges, providing them with accessible credit options and resources to make informed financial decisions.
- Employees
- 201-500 employees
- Industry
- Internet Software & Services
Senior Manager