Vice President - Loan Operations

Responsibilities

• This role requires the team member 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.
• Manage multiple clients with portfolios of syndicated and/or bilateral deal portfolios of 50-100 facilities and all associated activities to maintain the portfolio.
• Manage a team of 5-10 portfolio managers.
• Support and administer a syndicated and/or bilateral loan portfolio.
• Read credit agreements preferred, support software processes.
• Oversee accurate processing of new drawdowns, paydowns, and fees for syndicated and bilateral deals.
• Ensure all monies due and payable are collected and/or reconciled.
• Coordinate funding requirements with Treasury Desk for the managed loan portfolio.
• Provide full oversight of invoicing and remittance processing.
• Maintain standard processes within a robust control environment, continually improving or modifying them to support assigned clients.
• Support conduct training of new hires in standard processes, including those without experience in loan servicing or portfolio management.

Requirements

• 4-year college degree with a minimum of 5 years' experience in asset management/portfolio monitoring.
• Focused, accurate and detail oriented.
• Team-oriented; willingness to back-up and cross-train on all departmental functions.
• Strong communication skills, both orally 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.

Core Competencies

Demonstrates expertise in managing syndicated and bilateral loan portfolios, ensuring accurate processing of transactions, and maintaining a robust control environment. Proven ability to lead teams, communicate effectively with clients, and train new hires in loan servicing processes.