Responsibilities

Your Role:

This is an analytical and multi-faceted role that requires the team member to be able to analyze and maintain a range of complex bank loan security types and lifecycle events in support of loan agency administrative functions and documentation preparation.

Manage multiple clients with portfolios of a syndicated and/or bilateral deal portfolio of 50-100 facilities, and all activities associated therewith to properly maintain client’s portfolio.
Management of a team of 5-10 portfolio managers
Support and administer a syndicated and/or bilateral loan portfolio
Ability to read credit agreements preferred, support software processes
Oversee and monitor the accurate processing new drawdowns, pay downs, and fees for syndicated and bilateral deals
Ensure all monies due and payable collected and/or reconciled
Coordinate funding requirements with Treasury Desk for managed loan portfolio
Full oversight of invoicing and remittance processing
Maintain standard processes within a robust control environment, with an eye to continually improve or modify same to support assigned clients
Support conduct training of new hires in standard processes including those without experience in loan servicing or portfolio management

Qualifications

About You:

4-year college degree with a minimum of 5 years’ experience in asset management/portfolio monitoring.
Focused, accurate and detail oriented
Team-oriented; willingness back-up and cross-train on all departmental functions
Strong communication skills, both orally and in writing
Experienced in effective communication with external and internal customers; has experience interfacing with relationship managers, customers and other related departments
Minimum of 5 years of people management experience
Experienced in maintaining a control environment and adhering to standard operation procedures
Flexible and comfortable adapting to fluid operational requirements and deliverables
Sentry PM or Cassiopeia a distinct advantage

How To Apply:

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Responsibilities

Your Role:

Manage multiple clients with portfolios of a syndicated and/or bilateral deal portfolio of 50-100 facilities, and all activities associated therewith to properly maintain client’s portfolio.
Management of a team of 5-10 portfolio managers
Support and administer a syndicated and/or bilateral loan portfolio
Ability to read credit agreements preferred, support software processes
Oversee and monitor the accurate processing new drawdowns, pay downs, and fees for syndicated and bilateral deals
Ensure all monies due and payable collected and/or reconciled
Coordinate funding requirements with Treasury Desk for managed loan portfolio
Full oversight of invoicing and remittance processing
Maintain standard processes within a robust control environment, with an eye to continually improve or modify same to support assigned clients
Support conduct training of new hires in standard processes including those without experience in loan servicing or portfolio management

Qualifications

About You:

4-year college degree with a minimum of 5 years’ experience in asset management/portfolio monitoring.
Focused, accurate and detail oriented
Team-oriented; willingness back-up and cross-train on all departmental functions
Strong communication skills, both orally and in writing
Experienced in effective communication with external and internal customers; has experience interfacing with relationship managers, customers and other related departments
Minimum of 5 years of people management experience
Experienced in maintaining a control environment and adhering to standard operation procedures
Flexible and comfortable adapting to fluid operational requirements and deliverables
Sentry PM or Cassiopeia a distinct advantage