Vice President - Loan Operations

The Citco Group • Dallas, TX

5d

About The Position

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 improving or modifying same to support assigned clients Support conduct training of new hires in standard processes including those without experience in loan servicing or portfolio management

Requirements

• 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, both oral 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

Nice To Haves

• Sentry PM or Cassiopeia a distinct advantage

Responsibilities

• 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 improving or modifying same to support assigned clients
• Support conduct training of new hires in standard processes including those without experience in loan servicing or portfolio management

Benefits

• medical, dental, and vision coverage
• short and long-term disability benefits
• a retirement savings plan
• tuition reimbursement
• mental health and wellness support
• parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Manager