Provide leadership and oversight of loan trading desk operations and serve as a subject matter expert for loan trading, portfolio management, investor relations, and partnership activities. Lead complex transactions, develop pricing recommendations, support strategic initiatives, and provide guidance to departmental analysts. Ensure operational excellence, drive process improvements, and support departmental objectives related to profitability, liquidity management, risk management, and strategic growth.
Essential Responsibilities- Lead complex loan sale, loan purchase, and participation transactions, including pricing strategy, transaction structure, due diligence, and closing coordination.
- Review analyst work products, reporting packages, portfolio analyses, and transaction recommendations for accuracy, completeness, and alignment with department objectives.
- Coordinate departmental priorities and workload across analyst functions to support timely execution and continuity of operations.
- Serve as a contact for brokers, investors, strategic counterparties, and internal stakeholders on complex or escalated matters.
- Lead portfolio valuation, forecasting, performance analytics, market research, and executive reporting used to support strategic decision-making.
- Identify and implement process improvements, automation opportunities, reporting enhancements, and operational controls.
- Support audits, regulatory examinations, governance activities, and remediation efforts related to loan trading desk operations.
- Mentor analysts, provide technical guidance, and act as department lead during manager absences.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Education & Years of Experience- Minimum - 4 Year Bachelors Degree in Finance, Economics, Accounting or related
- Minimum - 5 Years Investment Management, Asset Management, Fixed Income Management, Consumer Lending, Banking or related
In Lieu of Education- 8 Years Fixed Income Products, ABS market, Quantitative Modeling or Consumer/Commercial lending
Compensation & Benefits:Typical hiring range: $84,200.00 to $131,000.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
- Annual performance bonus
- Work from home up to 3 days a week
- Paid parental leave
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
