Remote Loan Portfolio Operations Specialist

The Addison Group; San Mateo (CA); Remote; USD 83,000 - 103,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

The Addison Group is seeking a Loan Portfolio Operations Consultant for a remote, six-month project in the Bay Area finance space. You will own the portfolio operations process for multi-million dollar deals from term sheet receipt through funding and payoff, collaborating with a small team.

Ideal candidates have 5+ years in loan portfolio management, strong attention to detail, and experience with large loan portfolios.

Qualifications

• 5+ years in loan portfolio management, including processing and tracking.
• Extremely detail-oriented and highly organized with ability to read emails and act.
• Experience with large loan portfolios is ideal.
• Experience with Broadridge/Sentry is a plus.

Responsibilities

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

Skills

Loan portfolio management

Loan processing

Attention to detail

Highly organized

Documentation accuracy

Tools

Broadridge/Sentry

Job description

The Addison Group is seeking a Loan Portfolio Operations Consultant for a remote, six-month project in the Bay Area finance space. You will own the portfolio operations process for multi-million dollar deals from term sheet receipt through funding and payoff, collaborating with a small team.

Ideal candidates have 5+ years in loan portfolio management, strong attention to detail, and experience with large loan portfolios.