WSO Operations Lead/Manager

S&P Global

3mo ago

Applications are closed

Job
Full-time
Junior, Mid, Senior & Expert Level
Accounting & Tax
Banking & Finance
Dallas, +1

Requirements

Basic Required Qualifications:
BA or BS or equivalent experience
Accounting / Finance Major preferred
WSO/LoanIQ/Syndicated Loan experience between 2-5 years
Additional Preferred Qualifications:
WSO loans processing knowledge
Leadership experience between 2 – 10 years

Responsibilities

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

FAQs

What skills are required for the WSO Operations Lead/Manager position?

The position requires strong analytical and communication skills, as well as organization, timeliness, and problem-solving abilities.

Who will the WSO Operations Lead/Manager interact with?

The successful candidate will interact with various levels of management within S&P Global and external clients of the firm.

What are the key responsibilities of the WSO Operations Lead/Manager?

The responsibilities include addressing inquiries in a timely manner, providing support to internal and external stakeholders, and managing operations within the WSO team.

What qualities are important for a successful candidate in this role?

A successful candidate should be flexible, organized, and have acute problem-solving skills.

How important is communication in the WSO Operations Lead/Manager position?

Communication is crucial in this role as the candidate will be interacting with various levels of management and external clients, requiring strong communication skills.

S&P Global

Finance

Industry

10,001+

Employees

Mission & Purpose

S&P Global (NYSE: SPGI) provides essential intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and accelerate progress for the world. We are widely sought after by many of the world’s leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world’s leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com. Our divisions include: – S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work. – S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities. – S&P Global Commodity Insights enables organizations to create long-term, sustainable value with data and insights for a complete view on the global energy and commodities markets. – S&P Global Mobility turns invaluable insights captured from automotive data to help our clients understand today’s market, reach more customers, and shape the future of automotive mobility. – S&P Dow Jones Indices provides iconic and innovative index solutions, bringing transparency to global capital markets. – S&P Global Engineering Solutions solves for tomorrow’s challenges today by transforming workflows and end-user experiences with data, insights and technology.