Our client, a large Life & Annuity company, needs a subject matter expert in the end-to-end bank loan lifecycle to document, and optimize their end-to-end bank loan process from a finance and accounting standpoint. The environment has limited documentation and high reliance on one key individual; this role will formalize process, strengthen controls, and improve operational efficiency.

The ideal candidate has deep experience across the primary and/or secondary bank loan process, including hands-on experience with ClearPar as a system of record.

This is a hands-on process optimization / execution-focused engagement.

This is a remote, W2 hourly interim position with Korn Ferry's client and will require working East Coast hours.

Core Objectives

Document the end-to-end bank loan lifecycle (origination through settlement and ongoing servicing)
Design and implement controls, accounting alignment, and governance SOPs
Identify and execute on operational efficiency opportunities
Reduce key-person risk and increase scalability

Key Responsibilities

Process Documentation & Standardization

Map the full bank loan lifecycle (front, middle, back office)
Identify gaps, workarounds, and undocumented dependencies
Develop formal process documentation and operating playbooks
Create role clarity and RACI alignment

Controls & Governance

Assess current-state controls (preventative and detective)
Align operational workflows with accounting requirements
Develop and formalize SOPs and escalation protocols
Ensure ClearPar usage aligns with policy and regulatory standards

Operational Efficiency

Evaluate handoffs, redundancies, bottlenecks
Optimize workflows within ClearPar
Recommend automation or integration enhancements
Improve reporting and transparency

Required Experience

8-15+ years in bank loan operations (institutional setting)
Deep knowledge of the end-to-end loan trade lifecycle
Hands-on experience with ClearPar
Strong understanding of loan accounting, settlements, and controls
Experience documenting and formalizing poorly defined processes
Ability to work independently in environments lacking structure

Location

Remote

Compensation

$70/hr.-$100/hr.

About Korn Ferry

Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com

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