Process Lead, Funding & Settlements

Antares•Chicago, IL

9d•$98,000 - $110,000•Onsite

About The Position

Reporting to the Assistant Vice President – Funding & Settlements, the Process Lead will oversee critical functions within the team, including the approval of transactions and wires in the system of record. You will serve as the primary escalation contact for Funding & Settlements issues, manage the end-to-end processing of funding transactions, and ensure effective communication to downstream teams. Additionally, you will collaborate with the Assistant Vice President (AVP) to drive process improvements and implement technology automation to enhance operational efficiency.

Requirements

Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics.
7+ years’ experience with a financial institution or other organization with exposure to reconciliation processes.
Strong problem-solving skills with the ability to handle complex settlement issues effectively.
Experience in process improvement and technology automation within financial operations.
Excellent communication and interpersonal skills, with the ability to liaise effectively with internal and external stakeholders.
Proficiency with Microsoft Office 365 with emphasis on Outlook, Word and Excel usage or comparable software application.
Motivated self-starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills.
Demonstrated ability to be decisive, highly organized and prioritize tasks including the ability to adapt to changing circumstances and adjust priorities as needed in a deadline-driven environment while maintaining careful attention to detail and accuracy.
Ability to work productively in a cross-functional team environment with both internal and external stakeholders while taking individual responsibility for quality and accuracy.
Proven record of reliability and dedication to high quality work product.

Nice To Haves

Knowledge of LoanIQ or WSO a plus.

Responsibilities

Review and approve transactions and wire instructions in the system of record. Ensure accuracy, compliance, and timely processing of all approvals.
Act as the escalation point for complex settlement issues and discrepancies. Resolve issues efficiently, working with internal teams and external parties as needed.
Oversee the complete processing cycle of funding transactions from initiation to completion. Ensure transactions are accurately executed and in compliance with company policies.
Facilitate effective communication to downstream teams regarding funding transactions and settlement updates. Ensure all stakeholders are informed and aligned on transaction status and issues.
Collaborate with the AVP to identify and implement process improvements. Support the development and deployment of technology automation to streamline workflows and enhance operational efficiency.
Foster a collaborative and high-performance team environment.