Bank Loans Officer

State Street

. Manage the day-to-day operations of functional teams and daily service delivery and production activities .

Posted 10/22/2026full-timeUnited StatesMid-LevelSenior💰 $70,000 - $122,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong management and operational oversight in Custody and Fund Accounting, with a focus on compliance, client relationship development, and team training. Proven ability to implement best practices and resolve operational issues effectively.

Highest-signal resume keywords

Custody ExperienceFund Accounting ExperienceManagement SkillsSecurities KnowledgeOperational Functions Understanding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client ConversionsPerformance AppraisalsOperational Best PracticesTechnical ExpertiseCompliance ReviewsFiduciary Audits

Soft Skills

Interpersonal SkillsOrganizational SkillsCoaching Skills

Tools & Technologies

Software Applications Proficiency

Industry Keywords

FinanceBusinessSecurities LanguageLegal Requirements

About the role

Key responsibilities & impact

Manage the day-to-day operations of functional teams and daily service delivery and production activities
Serve as primary contact and escalation point for operational issues
Manage and escalate issues related to Centers of Excellence and Shared Services
Manage production activities of Shared Service Associate I, II and Senior Associate staff
Coordinate implementation of new funds, systems and processes
Assist with client conversions and other client projects
Organize Shared Service internal meetings and compile related documentation
Identify and implement consistent operational best practices
Assist with compliance/fiduciary reviews and audits
Train, develop, motivate and coach staff
Complete performance appraisals
Participate in ongoing training and development
Serve on committees and help implement company initiatives
Identify and report or escalate unusual or potentially suspicious transaction activity
Perform other duties as assigned

Requirements

What you’ll need

Equivalent to a BS degree in Finance, Business or related field
At least 5 years of related Custody and/or Fund Accounting experience
Part of the experience must have been in a management or supervisory capacity
Knowledge of securities language and legal requirements
Good interpersonal, organizational and management skills
Solid understanding of operational functions within Custody and/or Fund Accounting
Ability to provide technical expertise to resolve daily problems
Demonstrated computer proficiency and working knowledge of various software applications
Ability to develop and enhance client relationships

Benefits

Comp & perks

Generous medical care, insurance and savings plans
Flexible Work Programs
Development programs and educational support
Paid volunteer days
Matching gift programs
Employee networks
Retirement savings plan (401K) with company match
Basic life, medical, dental, vision and long-term disability insurance
Optional additional insurance coverages
Paid time off including vacation, sick leave, short-term disability and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support