Vice President, Loan Asset Management

Chatham Financial Company; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Chatham Financial is seeking a senior professional to lead onboarding and ongoing client engagement for complex real estate loan portfolios across jurisdictions. You will translate loan data into actionable models, design workflows for reporting and covenants, and deliver dashboards highlighting risks and maturities.

You will also monitor portfolio movements, collaborate with our tech team to improve the platform, and mentor junior staff while supporting business development with the Client

Qualifications

• Bachelor's degree in business, finance, economics, real estate, or related field.
• 5+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.
• Strong attention to detail and ability to extract key data from real estate source documents.
• Exposure to commercial real estate loans, with understanding of their structure, terminology, and financial covenants.
• Excellent communication skills, both written and verbal, with the ability to convey complex ideas to clients and team members.
• Advanced proficiency in Microsoft Excel for financial models, data analysis and insights.

Responsibilities

• Lead onboarding of new clients by translating loan data into structured, actionable models in Chatham's proprietary technology.
• Design and implement bespoke workflows to track covenant test results, loan reporting, and portfolio analytics.
• Monitor client portfolios for paydowns, drawdowns, refinancings and ensure data stays accurate and up to date.
• Prepare dashboards that display key risks, upcoming maturities, and performance trends.
• Build strong relationships with clients through regular calls and proactive insights; collaborate with technology team to enhance the platform.
• Train and mentor new team members to ensure delivery excellence and consistency.
• Provide support to the Client Engagement Team in pursuing new business opportunities, including client meetings.

Skills

Attention to detail

Excel proficiency

Communication skills

Client relationship

Education

Bachelor's degree in business, finance, economics, real estate, or related field

Tools

Microsoft Excel

Job description

* Lead the onboarding of new clients by translating scattered loan data into structured, actionable models in Chatham's proprietary technology.* Design and implement bespoke workflows to track covenant test results, loan reporting, and portfolio analytics.* Monitor client portfolios for changes like paydowns, drawdowns, and refinancings - and ensure data stays accurate and up to date.* Prepare dashboards that display key risks, upcoming maturities, and performance trends.* Build strong relationships with clients through regular calls and proactive insights.* Collaborate with our technology team to enhance Chatham's technology offering based on client feedback and evolving market needs.* Direct report responsibilities, managing people and supporting their career development milestones.* Train and mentor new team members to ensure consistency and excellence in delivery.* Provide support and subject matter expertise to Chatham's Client Engagement Team in pursuing new business opportunities with both existing and new clients, including attending and presenting in client meetings* Act as a day-to-day partner to institutional real estate clients, supporting the ongoing management and reporting of complex loan portfolios across multiple jurisdictions and structures.* Support client onboarding by translating loan data into structured, actionable models within Chatham's proprietary technology platform.* Design and maintain workflows for loan reporting, covenant tracking, portfolio analytics, cashflow projections, and financing activities including drawdowns, amendments, refinancings to ensure accurate and timely data.* Prepare client deliverables, including dashboards highlighting key risks, opportunities, upcoming maturities, covenant positions, and performance trends.* Build and maintain strong client relationships through proactive communication, providing clear, concise explanations of loan mechanics, and portfolio movements.* Collaborate with technology and product team to continuously improve platform quality, workflows, and the overall client experience.* Support senior team members in advising clients and ensure consistency and excellence in delivery.**What Success Looks Like in the Role:*** Bachelor's degree in business, finance, economics, real estate, or a related field.* 5+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.* Strong attention to detail and the ability to identify and extract key data from various types of real estate source documents.* Exposure to commercial real estate loans, with an understanding of their structure, terminology, and financial covenants.* Excellent communication skills, both written and verbal, with the ability to convey complex ideas and information to clients, team members, and other stakeholders.* Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyse data and present insights.