Vice President – Loan Servicing

Jobtailor; Malvern (Chester County); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an analytical professional to manage a portfolio of loan facilities and oversee a team of portfolio managers. The role requires attention to detail and strong communication with internal and external stakeholders.

You will coordinate with Treasury and ensure accurate processing of draws, pay downs, and fees for syndicated or bilateral deals, while upholding robust control standards and training new hires in standard processes.

Qualifications

• 4-year college degree and 5+ years' asset management/portfolio monitoring experience.
• Strong attention to detail and accuracy.
• Team-oriented with willingness to back-up and cross-train.
• Excellent written and verbal communication.
• Experience interacting with relationship managers and customers.
• Minimum 5 years of people management experience.
• Ability to maintain a robust control environment and SOPs.
• Adaptable to changing operational requirements and deliverables.
• Experience with Sentry PM or Cassiopeia is a plus.

Responsibilities

• Manage a portfolio of 50-100 facilities across syndicated and bilateral deals and keep client portfolios accurate.
• Lead a team of 5-10 portfolio managers and coordinate activities.
• Support and administer syndicated and bilateral loan portfolios.
• Read credit agreements where possible and support related software processes.
• Oversee processing of new drawdowns, pay downs, and fees for deals.
• Ensure all monies due are collected or reconciled.
• Coordinate funding with Treasury Desk for the portfolio.
• Oversee invoicing and remittance processing.

Skills

Portfolio management

Team leadership

Communication

Cross-training

Education

4-year college degree

Tools

Sentry PM

Cassiopeia

Job description

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.

• You will 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

• You have a 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
• Sentry PM or Cassiopeia a distinct advantage.