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S&P Global · 1 day ago

WSO Training Manager

Dallas, TX

Full-time

Onsite

Mid, Senior Level

$62K/yr - $115K/yr

3+ years exp

S&P Global is a leading provider of financial intelligence and analytics. The WSO Training Manager will oversee client-facing operations-related training and support team members in the Special Services Team, ensuring data integrity and quality-controlled processes in the syndicated loan market.

AnalyticsBusiness IntelligenceCreditEnterprise SoftwareFinanceFinancial ServicesInformation ServicesMarket Research

Culture & Values

No H1B

Responsibilities

You will work within a dynamic team, responsible for all client-facing operations-related training, data research, and processing functions on the Special Services Team which primarily supports WSO users and their loan processing needs

As a WSO Training Manager, you are expected to support our team members, our clients and the business orchestrating workflow and prompt resolution between internal and external teams

This includes dealing with data reconciliation and validation of trades and positions to ensure syndicated facility data integrity

These tasks include but are not limited performing and training team members in the following ways:

Accurately reviewing and maintaining asset and contract data

Hand-holding new deal creation and data point accuracy

Processing amendments, investigating discrepancies, and processing

Monitoring and actioning exceptions

Additional syndication loan maintenance

Leadership tasks include but are not limited to:

Provide leadership and guidance, manage team and client expectations, navigate client and business needs, and maintain an ecosystem of elevated client service

Organize, construct and present client metrics, key performance indicators (KPI), and key risk indicators (KRI) to management and clients as the overall team owner

Keep track of Integration Utility (internal software system) and client audits daily to make sure assets are subscribed and updated to help prevent delays in processing

Conduct weekly meetings with team/team members to share knowledge and create accountability

Support team members with client calls, manage escalations and provide feedback on how to improve and build client relationships

Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades

You will be responsible for proactively identifying internal and external processing and system-related issues effectively

This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations

Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth

This includes direct client engagement, project management, and presentation coordination where necessary

Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage

Contribute presentation materials where necessary

Your ability to capture and channel user feedback through proper communication and listening skills is imperative

You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services

Aid all team members with daily project management, data validation, and data deliverables as needed

You should be willing to cross-train with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients

Qualification

Syndicated loan experienceWSO systems knowledgeLeadership experienceData researchMicrosoft ExcelMicrosoft WordProject managementClient relationship managementFluent EnglishInterpersonal communicationTime managementTeam collaborationProblem-solving

Required

3+ years of work experience within the syndicated loan industry, Loan IQ, or WSO systems

1 or more years of prior leadership experience

Must be able to handle stressful customer situations with patience and poise

Ability to organize and prioritize complex issues and projects to completion

Able to demonstrate knowledge and experience in working with internet-based applications

Ability to think laterally, provide proper issue analyses, and question current processes

Ability to provide guidance and clarification to support team deliverables

Proficient PC skills, especially in Microsoft Word and Excel

Performs work effectively under little to no guidance

Positive, proactive attitude and ability to work well in teams

Fluent English speaking, reading, and writing abilities

Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner

Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction

Can resolve issues that are often varied and non-routine

Ability to manage projects independently when required

Preferred

Bachelor's degree (Finance, Economics, or related field preferred)

6+ years of work experience within the financial and/or syndicated loan industry

Data research and analytics

Benefits

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.