SME Lead – Commercial Lending, Structured Finance Servicing/Syndication

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary expert in commercial lending, structured finance servicing, and syndication throughout the client onboarding, implementation, and initial adoption phases.

• Convert client servicing workflows, credit frameworks, participant and agent reporting needs, and syndication processes into system setups, business protocols, and implementation instructions.

• Serve as a liaison between client stakeholders and the Product, Technology, and Client Success teams.

• Facilitate client discovery sessions and working meetings to confirm requirements, elucidate servicing processes, and direct configuration choices.

• Assist implementation teams in outlining agent bank operations, participant reporting, waterfall and allocation calculations, and workflows for syndicated loan administration.

• Conduct client training and encourage ongoing utilization of platform features, workflow tools, automation capabilities, and best operational practices.

• Collaborate with Product and Technology teams to confirm configurations, assess business logic, troubleshoot challenges, and enhance implementation quality and client satisfaction.

• Identify opportunities for process enhancement and system optimization, focusing on standardization, control improvements, and increased automation.

• Track client engagement, satisfaction, and post-implementation success to uncover adoption gaps, training needs, workflow discrepancies, or enhancement possibilities.

• Record business requirements, configuration choices, process assumptions, and insights from the implementation experience.

• Contribute to reusable implementation guidelines, best practices, recurring client feedback, and input for product roadmaps.

⛳️ Requirements

• Over 7 years of experience in commercial loan servicing, structured finance transaction management, syndicated loan operations, or implementation roles within financial services or fintech.

• Comprehensive understanding of syndicated loan structures, agent bank functions, participant reporting, waterfall and allocation calculations, and associated operational risk factors.

• Proven capability to convert business processes and operational requirements into system configurations, workflows, business rules, or implementation strategies.

• Experience in participating or leading client implementations, onboarding processes, workflow mapping, or system adoption initiatives.

• Established ability to communicate effectively with both business stakeholders and technical teams, simplifying complex operational concepts into actionable steps and decisions.

• Strong skills in facilitation, documentation, and problem-solving, with the ability to bring clarity, highlight risks, and manage multiple priorities in a client-facing setting.

• Sound judgment and credibility in advising clients on workflow design, operational controls, system optimization, and adoption strategies.

• Practical experience with loan servicing or management platforms like LoanIQ, ACBS, FIS, or nCino (preferred).

• Experience with distressed, non-accrual, or PIK loan management in a syndicated or structured finance context (preferred).

• Experience assisting with implementations that involve participant reporting, automation, or configurable servicing workflows (preferred).

• Experience working closely with Product and Engineering teams in a software or platform environment (preferred).

• Bachelor’s degree in Finance, Accounting, Business, Economics, Operations, or a related field; equivalent experience may be accepted (preferred).

• Authorized to work in the United States; AIO Logic currently does not provide visa sponsorship.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and holidays.

• Opportunities for professional development and career advancement.

• Flexible working arrangements and a supportive work environment.