- Lead and motivate the team to generate new ideas and create efficiencies
- Create weekly dashboards to review and track progress on the team's metrics
- Provide in-depth analysis to management where the team fell short on internal/external SLA's, along with proposed remediation plans to correct going forward
- Organize, construct and present key performance indicators (KPI) and key risk indicators (KRI) to management and senior management as the overall team owner
- Monitor FreshDesk (mail flow system) response times across the team to ensure client obligations are being met on time
- Audit emails with attachments to ensure the correct recipient to eliminate data breaches
- Keep track of Integration Utility (internal software system) daily to make sure assets are subscribed and updated to help prevent delays in processing
- Conduct weekly meetings with the team to share knowledge and create accountability
- Provide detailed processing guidance to others on the team to help support analytical development
- Support team members with client calls and provide feedback on how to improve and build client relationships
- Represent their team in the internal Ideas Committee board, collecting product and process improvements from all team members; help prioritize enhancements to be in line with WSO Product Board roadmap and overall team strategy
- BA or BS or equivalent experience
- Accounting / Finance Major preferred
- WSO/LoanIQ/Syndicated Loan experience between 2-5 years
- WSO loans processing knowledge
- Leadership experience between years
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
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WSO Operations Lead/Manager - Dallas, TX, United States - S&P Global
Description
About the Role:Grade Level (for internal use):
10 About the Role:
The Team:
S&P Global's Wall Street Office is an industry leader in leveraged loan and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. The Managed Services team provides core general ledger support and processing for our clients' $850B+ on the platform across a range of services and integrated data and software offerings.
Responsibilities and Impact:
This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm. The successful candidate must be organized, capable of addressing inquiries on time, and also possess acute problem-solving skills.
S&P Global states that the anticipated base salary range for this position is $ 61,846.00 to $ 110, Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here .
What We're Looking For:
Basic Required Qualifications:
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
What's In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.
Our People:
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law.
20 - Professional (EEO-2 Job Categories-United States of America), OPRTON Middle Professional Tier I (EEO Job Group)
Job ID:
Posted On:
Location: Dallas, Texas, United States
