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Vice President, Agency Lending, Inventory, Earnings/Billing, Client Reporting Operations
State Street. Oversee daily processing of client recall requests across markets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services operations with a strong focus on Agency Lending products and processes, including trade lifecycle management and collateral. Proven ability to lead teams, manage client relationships, and drive process improvements while ensuring compliance with regulatory standards.
Highest-signal resume keywords
Agency Lending ExpertiseFinancial Services Operations ManagementLeadership and Team ManagementAnalytical and Problem-Solving SkillsRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trade Lifecycle ManagementCash Collateral InvestmentsClient Earnings ReconciliationBilling Dispute ManagementOperational Risk MitigationPerformance ImprovementProcess ImprovementProject ManagementSystem ImplementationsSettlement Management
Soft Skills
Attention to DetailExcellent CommunicationStakeholder ManagementCoaching and DevelopmentAdaptability in Fast-Paced Environments
Industry Keywords
Financial ServicesAgency LendingCollateral ManagementRegulatory ReportingAudit RequirementsOperational ScalabilityClient ExperienceMarket Hours AlignmentTrade AdjustmentsCounterparty Risks
About the role
Key responsibilities & impact- Oversee daily processing of client recall requests across markets
- Ensure timely recall coverage and coordinate with global custody teams on trade statuses and adjustments
- Manage sell fail claims, TMPG, CSDR, buy-ins, and sell-related statistics
- Forecast and facilitate cash collateral investments
- Perform balance proof with investment vehicles
- Ensure accurate monthly client/bank earnings reconciliation and distribution
- Reconcile, track, and settle borrower billing payments and receipts
- Manage cash account reconciliations and billing disputes
- Lead client reporting and serve as liaison across clients, operations, and technology
- Manage inquiries and escalations and deliver timely reporting solutions
- Identify and mitigate operational, settlement, and counterparty risks
- Ensure internal controls, audit requirements, regulatory compliance, and industry standards
- Support regulatory reporting and participate in internal and external audits
- Partner with Front Office, Risk, Technology, custody teams, counterparties, clearing agents, vendors, and technology partners
- Manage and coach operations staff and AVPs
- Drive performance, training, development, accountability, and continuous improvement
- Identify emerging technologies and process improvements
- Participate in system implementations and strategic transformation programs
- Enhance operational scalability, efficiency, trading profitability, risk reduction, and client experience
Requirements
What you’ll need- Bachelor’s degree in Finance, Economics, Business, or related field is preferred
- 12+ years of experience in financial services operations, with focus on Agency lending
- Strong understanding of Agency Lending products and processes, including trade lifecycle management/collateral, Earnings/Billing, and vendors
- Leadership and team management skills
- Strong analytical and problem-solving abilities
- Attention to detail and risk awareness
- Excellent communication and stakeholder management
- Process improvement and project management skills
- Ability to work in a fast-paced, time-sensitive environment aligned with market hours
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks