Assistant Vice President, Loan Servicing

The Citco Group Limited; Malvern (Chester County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Short and long-term disability benefits

Retirement savings plan

Tuition reimbursement

Mental health and wellness support

Parental leave

Job summary

The Citco Group Limited is hiring for an Asset Management role based in Chester County, Malvern. In this position, you will manage a portfolio of credit facilities, with responsibilities that include reviewing loan documents and guiding onboarding processes. The ideal candidate has a Bachelor's degree in Finance or related fields, with at least 3 years of experience in asset management.

Citco offers a comprehensive benefits package emphasizing well-being and inclusivity. We encourage applications from diverse backgrounds and provide accommodations as needed.

Qualifications

• Minimum of 3 years of experience in an Asset Management role.
• Understanding of debt instruments and relevant financial reporting.
• Knowledge of real estate markets specifically in multifamily, office, retail, and senior living.

Responsibilities

• Support a portfolio of 50-100 various credit facilities.
• Review loan documents and translate legal language into calculations.
• Provide clear instructions to onboard new facilities into the loan management system.

Skills

Financial analysis

Loan servicing

Communication skills

Analytical skills

Proficient in Excel

Customer-service skills

Multitasking

Education

Bachelor's degree in Finance, Real Estate, or Accounting

Tools

Sentry PM

Cassiopeia

Job description

Responsibilities

• You will be responsible for supporting a portfolio of 50-100 various credit facilities.
• Ability to review loan documents, such as credit agreements, amendments, waivers, fee letters, term sheets, etc., and translate legal language into calculations.
• Provide clear instructions to the loan processing team to onboard new facilities/loans into the loan management system and validate inputs after completion.
• Ensure accuracy of processing loan activity (draws, repayments, reallocations, scheduled and ad‑hoc waterfalls).
• Prepare and review financial statements, investor allocations.
• Monitor financial and reporting covenants.
• Additional loan servicing and reporting as needed.

Qualifications

• You have a Bachelor's degree in Finance, Real Estate and/or Accounting.
• A minimum of 3 years of experience in an Asset Management role (loan servicing, risk/financial analysis, valuations, capital markets).
• Demonstrate understanding of debt instruments and relevant financial reporting.
• Knowledge of real estate markets with a particular emphasis on multifamily, office, retail and senior living sectors.
• Excellent interpersonal and customer‑service skills with a strong work ethic to meet daily challenges of a fast‑paced environment.
• Strong analytical skills.
• Proficient in Excel.
• Multitasking and ability to perform under pressure.
• Excellent organizational skills with attention to detail.
• Strong communication skills, both written and verbal.
• Sentry PM or Cassiopeia experience is a distinct advantage.

Benefits

Your well‑being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long‑term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know.

As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.

Please note that this job description is not intended to be all‑inclusive. Our employees may perform other job‑related duties as needed to meet the ongoing needs of our organization.