VP, Loan Operations: Portfolio Leadership & Oversight

The Citco Group Limited; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement savings plan

Tuition reimbursement

Parental leave

Job summary

Citco in Dallas seeks a senior asset-management professional to oversee a syndicated and bilateral loan portfolio, managing 50-100 facilities and leading a team of 5–10 portfolio managers.

The role requires a 4-year degree and 10+ years of experience, with strong communication, attention to detail, and a robust control mindset. Sentry PM experience is a noted plus and internal collaboration is essential.

Qualifications

• 4-year college degree with a minimum of 10 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 written.

Responsibilities

• 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

Skills

Portfolio management

People management

Credit agreements reading

Client communication

Team leadership

Education

Bachelor's degree

Tools

Sentry PM

Job description

Citco in Dallas seeks a senior asset-management professional to oversee a syndicated and bilateral loan portfolio, managing 50-100 facilities and leading a team of 5–10 portfolio managers.

The role requires a 4-year degree and 10+ years of experience, with strong communication, attention to detail, and a robust control mindset. Sentry PM experience is a noted plus and internal collaboration is essential.