SME Lead – Commercial Lending, Structured Finance Servicing/Syndication

AIO Logic

. Serve as the lead commercial lending / structured finance servicing and syndication subject matter expert during client onboarding, implementation, and early-stage adoption .

Posted 11/4/2026full-timeRemote • United StatesSenior💰 $120,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial loan servicing and structured finance, with a strong ability to translate complex operational requirements into effective system configurations and workflows. Proven track record in client onboarding, implementation, and process optimization within financial services or fintech environments.

Highest-signal resume keywords

Commercial Loan ServicingSyndicated Loan StructuresClient Implementation LeadershipSystem ConfigurationLoan Management Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Structured Finance Transaction AdministrationParticipant ReportingWaterfall CalculationsOperational Risk ManagementProcess MappingWorkflow DesignAutomation CapabilitiesBusiness Rules TranslationImplementation GuidanceClient Training

Soft Skills

Effective CommunicationFacilitation SkillsProblem-SolvingClarity in Decision-MakingMulti-Priority Management

Tools & Technologies

LoanIQACBSFISNCino

Industry Keywords

Financial ServicesFintechSyndicated Loan MechanicsAgent Bank OperationsClient SuccessImplementation QualityProcess ImprovementSystem OptimizationOperational ControlsAdoption Strategy

About the role

Key responsibilities & impact

Serve as the lead commercial lending / structured finance servicing and syndication subject matter expert during client onboarding, implementation, and early-stage adoption
Translate client servicing processes, credit structures, participant/agent reporting requirements, and syndication mechanics into system configurations, business rules, and implementation guidance
Act as a connective partner between client stakeholders and Product, Technology, and Client Success teams
Lead client discovery and working sessions to validate requirements, clarify servicing processes, and guide configuration decisions
Support implementation teams in mapping agent bank operations, participant reporting, waterfall and allocation calculations, and syndicated loan administration workflows
Lead client training and support ongoing adoption of platform functionality, workflow tools, automation capabilities, and operating best practices
Partner with Product and Technology teams to validate configurations, review business logic, troubleshoot issues, and improve implementation quality and client experience
Identify process improvement and system optimization opportunities, including standardization, control enhancements, and increased automation
Monitor client usage, satisfaction, and post-implementation effectiveness to identify adoption gaps, training needs, workflow misalignment, or enhancement opportunities
Document business requirements, configuration decisions, process assumptions, and implementation insights
Contribute reusable implementation guidance, best practices, recurring client feedback, and product roadmap input

Requirements

What you’ll need

7+ years of experience in commercial loan servicing, structured finance transaction administration, syndicated loan mechanics, or implementation-related roles within financial services or fintech
Strong working knowledge of syndicated loan structures, agent bank operations, participant reporting, waterfall and allocation calculations, and related operational risk considerations
Demonstrated ability to translate business processes and operational requirements into system configurations, workflows, business rules, or implementation decisions
Experience participating in or leading client implementations, onboarding initiatives, process mapping, or system adoption efforts
Proven ability to communicate effectively with both business stakeholders and technical teams, translating complex operational concepts into clear actions and decisions
Strong facilitation, documentation, and problem-solving skills, with the ability to drive clarity, surface risks, and manage multiple priorities in a client-facing environment
Sound judgment and credibility when advising clients on workflow design, operational controls, system optimization, and adoption strategy
Hands-on experience with loan servicing or management platforms such as LoanIQ, ACBS, FIS, or nCino (preferred)
Experience with distressed, non-accrual, or PIK loan handling within a syndicated or structured finance context (preferred)
Experience supporting implementations involving participant reporting, automation, or configurable servicing workflows (preferred)
Experience collaborating 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 considered (preferred)
Authorized to work in the United States; AIO Logic does not currently offer visa sponsorship