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SME Lead – Commercial Lending, Structured Finance Servicing/Syndication

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $120k - $175k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Where this job comes from

Posted on AIO Logic's careers page, not through a job board

First seen by Remote Rocketship 3 minutes ago

Logo of AIO Logic

AIO Logic

11 - 50 employees

💳 Fintech

☁️ SaaS

🏦 Banking

Fintech • SaaS • Banking

AIO Logic is an AI-enabled software company that provides end-to-end automation for commercial lending and structured finance. Its AXIS platform offers loan origination, loan servicing and accounting, loan management, syndicated loan structuring, and analytics/reporting to automate, integrate, and optimize commercial lending workflows. The company targets banks and credit unions, asset-based lenders, middle-market direct lenders, private debt funds, and SBA lenders, emphasizing rapid deployment, comprehensive visibility, and scale.

📋 Description

• 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

• 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

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