Senior Manager, Loan Investor Operations - Investor Sales

Best Egg is a market-leading, tech-enabled financial platform helping people build financial confidence through a variety of installment lending solutions and financial health tools. We aim to help customers make smart financial decisions and stay on track, so they can be money confident no matter what life throws at them.

We offer top-tier benefits and growth opportunities in a culture built on our core values:

Put People First- We foster an inclusive, flexible, and fun workplace.

Create Clarity- Open communication drives trust and results.

Get Things Done- We focus, prioritize, and deliver with excellence.

Deliver with Heart- We lead with kindness, humility, and strong teamwork.

Listen to Our Customers- Their needs drive our innovation.

Barclays has entered into an agreement to acquire Best Egg with closing expected to take place in Q2 2026. This acquisition will give us the resources and capital to continue on our mission and drive our strategy forward. With an aligned culture, lower cost of funds, and increased employee growth opportunities across a global brand, we are excited about the future of the Best Egg brand under the Barclays umbrella.

We are looking for collaborative, innovative team players who like to solve problems. There will also be immense opportunities for those willing to dive in. If you're inspired by growth and want to make a real difference, Best Egg is the place for you.

We're proud to be an equal opportunity employer committed to building a diverse, inclusive team.

We're seeking a Senior Manager of Loan Investor Operations to manage the investor sales operation from start to finish. In this role, you'll partner closely with Capital Markets, treasury and accounting to execute transactions and ensure all aspects of internal and external reporting are correct. This role is ideal for a capital markets professional who thrives in a fast-paced environment, has strong attention to detail and can manage several projects/priorities at a time.

Duties & Responsibilities

• Execute investor loan allocation strategy on a daily/weekly basis.
• Prepare and close whole loan transactions with investors
• Directly interface with investors when completing loan sales
• Ensure data flow is accurate from time of sale
• Partner with Accounting team to summarize monthly transactions and investigate any discrepancies
• Communicate sale cadence and pipeline to Treasury and the rest of the Capital Group to enable efficient cash planning
• Assist with ad hoc transactions for investors such as transfers or financings
• Ensure daily/monthly reporting is delivered timely/accurately
• Ad hod support of other Capital Markets transactions (generating loan tapes, performance analysis, etc.)

Requirements

Development & Expertise

• 5-7 years of experience in consumer lending, FinTech, or financial services.
• Proficiency in Excel and SQL
• Strong analytical skillset

Leadership & Collaboration

• Exceptional written and verbal communication skills.
• Collaborative mindset with experience working cross-functionally across Finance, Risk, Accounting, Legal, and Operations teams.
• Strong project management skills with the ability to manage multiple priorities and deadlines.

Culture & Mindset

• Strategic thinker with strong attention to detail and a bias toward clarity and transparency.
• Comfortable operating in fast-paced, evolving market environments.
• Curious, proactive, and solutions-oriented.

Committed to integrity, accuracy, and responsible financial communication.

$88,000 - $120,000 a year

This position is also eligible for an annual incentive bonus based on individual and company performance. Yearly incentive bonus target 20% of base salary.

Employee Benefits

Best Egg offers many additional benefits for our employees, including (but not limited to):

• Pre-tax and post-tax retirement savings plans with a competitive company matching

program

• Generous paid time-off plans including vacation, personal/sick time, paid short--

term and long-term disability leaves, paid parental leave, and paid company

holidays

• Multiple health care plans to choose from, including dental and vision options
• Flexible Spending Plans for Health Care, Dependent Care, and Health

Reimbursement Accounts

• Company-paid benefits such as life insurance, wellness platforms, employee

assistance programs, and Health Advocate programs

• Other great discounted benefits include identity theft protection, pet insurance,

fitness center reimbursements, and many more!

In compliance with the CCPA, Best Egg is fully committed to handling the personal information and data of employees and job applications responsibly with respect and due care. Review our CCPA Employee Policy here