Specialty Asset Manager - Loan Manager
About The Position
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Manages a specialty asset portfolio within the Asset Management Group client trust and agency accounts. Provides expert advice and counsel in one of the following types of portfolios: loans and liabilities; farms, ranches, and timber; real estate; natural resources, private equity, or personal property. Responsible for the management, analysis, retention, development, and growth of these portfolios. Background specific to portfolio type is essential.
Requirements
- One to three years of experience in asset management and/or property management, or One to three years of experience in (specific asset type)
- Basic knowledge of portfolio management, administration, and portfolio analysis/risk management
- Basic knowledge of fiduciary principles and the implications of financial and estate planning on asset strategies
- Basic analytical, mathematical and problem-solving skills
- Ability to identify and resolve moderate problems with minimal guidance
- Effective interpersonal, verbal and communication skills
- Good negotiation and client management skills
- Well-developed customer service/relations skills
Nice To Haves
- One to three years of experience in loan servicing or financial services involving lending highly preferred.
- Working knowledge of loans and lending, including interest accrual highly preferred.
- Experience reviewing loan documentation, including collateral documents and amendments highly preferred.
Responsibilities
- Manages a specialty asset portfolio within the Asset Management Group client trust and agency accounts.
- Provides expert advice and counsel in one of the following types of portfolios: loans and liabilities; farms, ranches, and timber; real estate; natural resources, private equity, or personal property.
- Responsible for the management, analysis, retention, development, and growth of these portfolios.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
