Loan Operations Vice President

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Role Description

The Vice President, Agency Servicing, is a member of the Loans unit within the Business Controls Department – Americas Division (BCDAD).

This role leads the Agency Servicing team and oversees the funding, processing, accounting, and ongoing administration of agented loan transactions. The Vice President is responsible for ensuring that Agency servicing activities are accurate, timely, controlled, and aligned with credit documentation, regulatory requirements, and departmental and organizational objectives.

Responsibilities

- Lead the Agency Servicing team and oversee the accurate and timely processing of assigned agency transactions in Loan IQ (LIQ).

- Provide coaching, technical guidance, and ongoing performance feedback; administer the performance appraisal process and address employee relations matters as appropriate.

- Ensure the Bank’s books and records accurately reflect the terms of the applicable credit agreements and approved credit documentation.

- Coordinate the flow of funds for agented loan closings and other lifecycle events, working closely with internal and external stakeholders.

- Lead and complete assigned projects that improve workflows, strengthen controls, or address business requirements.

- Maintain compliance with applicable internal policies, procedures, and external regulatory requirements.

- Promote employee adherence to Bank standards, regulatory requirements, and expectations for ethical conduct.

- Partner with the Front Office and other departments to implement new procedures, resolve servicing matters, and support Bank-wide initiatives.

Qualifications and Skills

- Advanced knowledge of agency and bilateral loan servicing, including the ability to interpret credit agreements and related transaction documents.

- Demonstrated expertise in directing loan operations processes, managing operational risk, and leading teams.

- Experience with a range of loan products and servicing activities, including funding, transaction processing, accounting, and reconciliation.

- Broad experience managing processes and projects across multiple business and technology functions.

- Strong customer orientation, sound judgment, and excellent verbal, written, and interpersonal communication skills.

- Ability to collaborate effectively, establish goals, resolve complex issues, and make decisions that strengthen organizational effectiveness.

- Ability to build relationships across SMBC, understand the needs of corporate clients, and facilitate coordinated execution across functions and regions.

- Strong organizational and prioritization skills, including the ability to develop work plans, monitor progress, and manage competing deadlines.

- Strategic mindset with the ability to assess the broader business impact of operational decisions.

Preferred Qualifications

- Five or more years of relevant loan operations, agency servicing, or comparable financial services experience.

- Experience managing an operations team of four or more employees, including team leaders or managers.

- Advanced degree in finance, accounting, economics, business administration, or a related discipline is a plus.

- Proficiency in Microsoft Word, Excel, and other Microsoft Office applications; extensive experience with Loan IQ is strongly preferred.

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [email protected].