Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alex Margolin

Syndicated Lending, Loan Accounting And Trading Technology
Yorktown Heights,NY

Summary

Strategic and results-driven senior engineering manager and IT specialist with a proven track record of orchestrating successful initiatives within the Global Banking Operations and Investment Banking sectors. Adept at forging high-performance teams across diverse geographical locations, utilizing robust leadership skills to devise actionable strategies. Proficient in aligning technology roadmaps with strategic business objectives to foster innovation and propel growth. Recognized for delivering impactful mentorship, elevating employee engagement and retention rates. Offering three decades of hands-on experience in architecting and developing enterprise-level distributed systems, fueled by an unwavering passion for adopting and implementing emerging technologies. Adept communicator, seamlessly bridging the gap between technical and business realms. An extensive 26-year immersion in Lean IQ application, Syndicated Lending, and Lean Trading processes underscores a comprehensive understanding of industry intricacies.

Overview

31
31
years of professional experience

Work History

Director, Loan Accounting / Loan IQ Technology

Wells Fargo
1 2021 - Current
  • Managing 40-person US-based technology organization aligned with 45-person offshore team in support of 16 agile team within Loan Accounting Product.
  • Performing as senior technology leader responsible for Loan IQ loan accounting system globally as part of broader Wholesale Lending Technology. Primary focus areas include Lending Transformation, Customer Onboarding and Digital Transformation.
  • Responsible for Loan Accounting technology vision and roadmap and delivery of all strategic business priorities as well as Security, Stability and Resiliency initiatives.
  • Built and maintain strong relationships with internal business, product, interface partner organizations as well as various vendors and industry leading organizations and institutions.

Director, Syndicated Lending Automation Technology

Wells Fargo
01.2019 - 12.2020
  • Spearheaded buildout of Customer and Product Loan IQ onboarding application as well as other automation tools in order to increase operational efficiencies and reduce risk.
  • Completed successful integrations with various internal and external systems as part of Customer Onboarding ecosystem.

Director, Loan Sales & Trading Technology

Wells Fargo Securities
05.2006 - 12.2018
  • Managed 18-person Agile technology team.
  • Supporting two in-house and one vendor application withing Capital Markets Credit Technology.
  • Responsible for delivery of all end user functionality for Par & Distressed Loan Sales and Trading, Investment Portfolio, SBA and Loan Agency lines of business.
  • Oversaw all strategic loan market industry initiatives including FPML Agent Notices, Inventory & Trade Settlement as well as integration with book running and agency systems.

Vice President, Global Loans BA Manager

Credit Suisse
09.2000 - 04.2006
  • Managed team of Lean IQ business analysts to ensure that complete and accurate business requirements were gathered and documented.
  • Performed as technical lead and lead developer/analyst on Electronic Bank Loan Trading Project which was subsequently licensed to Misys (Finastra).

AVP, Senior Software Engineer

Donaldson, Lufkin & Jenrette
03.1998 - 08.2000

Responsible for implementing and managing Loan IQ (LS2) Syndicated Loans system. Designed and developed Bank Loan Trading system as front end to Loan IQ.

Senior Software Engineer

ASI Software
06.1993 - 02.1998

Responsible for design, development and implementation of Point of Sale, Accounting and other Business software packages across the country.

Education

Some College (No Degree) - Master of Science in Information Systems Program

Harvard University
Cambridge, MA
01.2000 - 2001.04

Some College (No Degree) - Master of Science in Information Systems Program

Stern School of Business (NYU)
New York, NY
08.1997 - 1999.06

Bachelor of Science - Mathematics And Computer Science

Lawrence Technological University
Southfield, MI
08.1992 - 1994.06

Some College (No Degree) - Master of Science in Electronic Engineering

Moscow Institute of Electronic Engineering
Moscow, Russia
09.1989 - 1991.06

Skills

    Syndicated Loans / Loan IQ

Par & Distressed Loan Trading

Customer Onboarding

Engineering Technology and Product Management

User and Vendor Relationship Management

Lending Transformation / Loan IQ Conversions

Loan IQ Performance and Environment management and optimization

Agile, Scrum Methodology

Timeline

Director, Syndicated Lending Automation Technology

Wells Fargo
01.2019 - 12.2020

Director, Loan Sales & Trading Technology

Wells Fargo Securities
05.2006 - 12.2018

Vice President, Global Loans BA Manager

Credit Suisse
09.2000 - 04.2006

Some College (No Degree) - Master of Science in Information Systems Program

Harvard University
01.2000 - 2001.04

AVP, Senior Software Engineer

Donaldson, Lufkin & Jenrette
03.1998 - 08.2000

Some College (No Degree) - Master of Science in Information Systems Program

Stern School of Business (NYU)
08.1997 - 1999.06

Senior Software Engineer

ASI Software
06.1993 - 02.1998

Bachelor of Science - Mathematics And Computer Science

Lawrence Technological University
08.1992 - 1994.06

Some College (No Degree) - Master of Science in Electronic Engineering

Moscow Institute of Electronic Engineering
09.1989 - 1991.06

Director, Loan Accounting / Loan IQ Technology

Wells Fargo
1 2021 - Current
Alex MargolinSyndicated Lending, Loan Accounting And Trading Technology