Brea, CA

• Manage the day-to-day workflow for the team.
• Manage personnel including reviews, training, escalations, metrics, and compensation.
• Approve loan activity (borrowings, restructures, payments) in accordance with credit agreements.
• Calculation and tracking of complex interest and fee accruals at various rate levels across changing lender distributions.
• Guide the staff to reconcile daily funding and payment activity to account for all daily cash transactions.
• Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable.
• Monitor and escalate past due principal, interest, and fees to ensure that the loan accounting system is accurate and provide clients timely and accurate invoices.
• Provide information as requested by Clients, Business Partners, Middle Office, or Lenders.
• Monitor control reports and hold staff accountable for clearing items or updating comments.
• Answer escalation requests from the account managers to perform quality control on new deals, restructures, and amendments by thoroughly understanding the credit agreement verifying system set up accuracy.
• Support senior operations leadership as necessary.
• Help develop a culture of inclusiveness, accountability, and motivation.

• Education: Minimum undergraduate degree from an accredited university, preferably majoring in accounting, finance, economics, or mathematics. Related job and industry experience may be accepted as a substitute.
• 5+ years of financial services experience, minimum 2 years bank loan experience.
• General to intermediate accounting knowledge.
• Ability to manage concurrent assignments in an effective, efficient, and organized manner.
• Ability to work independently within a team environment.
• Excellent oral and written communications skills and strong interpersonal/client servicing skills.
• Strong analytical, problem solving and proven decision-making skills.
• Experience with reading and interpreting loan documentation or related experience dealing with legal documentation is preferred.
• Prior management experience a plus.