Loan Portfolio Operations

Addison Group; San Francisco (CA); Remote; USD 96,000 - 152,000; Part time

Job summary

The Addison Group is seeking a Loan Portfolio Operations Consultant for a six-month remote engagement in the Bay Area. The role will join a team of 4–5 and manage the portfolio operations process for multi-million dollar deals from term sheet to funding and eventual payoff or disposition.

The candidate should have 5+ years of loan portfolio experience, be highly organized, and able to read emails to determine required actions; experience with large portfolios and with Broadridge/Sentry is a plus.

Qualifications

• 5+ years of loan portfolio management experience, including processing and tracking cash flows.
• Must be highly detail-oriented and organized, able to read emails and determine required next steps.
• Experience with large loan portfolios is a plus.
• Experience with Broadridge/Sentry is a plus.

Responsibilities

• Own the portfolio operations process for assigned multi-million dollar deals from term sheet receipt through funding and payoff or disposition.
• Review and approve pre-funding documentation for completeness and accuracy.
• Calculate payoffs and create payoff letters.

Skills

Loan portfolio management

Loan processing

Cash monitoring

Attention to detail

Tools

Broadridge/Sentry

Job description

Bay Area based specialty finance company with $6B in assets is seeking a Loan Portfolio Operations Consultant for a 6 month project duration on a remote basis. This role will work alongside a team of 4-5 and own the portfolio operations process for assigned multi-million dollar deals for the life of assigned portfolio, from receipt of a signed term sheet through funding and eventual payoff of the loans or other disposition of the investment. This role will review and approve pre-funding documentation for completeness and accuracy, calculate payoffs and create payoff letters.

Requirements

• 5+ years prior experience with loan portfolio management, including loan processing and tracking, monitoring cash, etc. This is not a loan servicing role.
• Must be extremely detailed and organized and able to read an email and know what needs to happen with the deal.
• Experience with large loan sized portfolios is ideal.
• Experience with Broadridge/Sentry a plus