Hybrid Senior Manager – Asset Management, Asset Loan Management

Posted 3 weeks ago

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About the role

  • Hiring Managers and Senior Managers for day-to-day asset management support across loan portfolios in multiple asset classes. Focus on portfolio monitoring, compliance analysis, and process improvements.

Responsibilities

  • Run portfolio monitoring and surveillance routines and controls in line with policies and procedures.
  • Review and onboard loan documentation and information, including initial data entry into relevant systems.
  • Extract date-related events from facility agreements and set reminder alerts in CREW or relevant systems.
  • Track post-closing requirements, chase outstanding conditions subsequently, and maintain clear evidence trails.
  • Process post-closing funding commitments, including capex facilities and further utilisations where applicable.
  • Process and administer payoffs and mid-term asset disposals in line with finance documentation.
  • Track borrower reporting obligations and analyse compliance reports and covenant calculations in line with finance documentation terms.
  • Analyse borrower requests (consents, waivers, amendments) and produce written recommendations in agreed formats and timeframes.
  • Produce quarterly reporting using the quarterly asset review worksheet (“two-pager”), including covenant testing (ICR, DSCR, Debt Yield, LTV) and required commentary.
  • Prepare annual credit review packs using an agreed template, typically PowerPoint with supporting Excel.
  • Support site inspections where required.
  • Support CCAR preparation and process enhancements, plus other regulatory reporting requirements.
  • Improve loan management processes and reporting quality, including monthly data integrity reviews prior to publishing.
  • Monitor performance to anticipate cash flow, value risks, and provide an early warning view on emerging issues.
  • Liaise with facility agents or servicers to obtain missing borrower information where delivery slips against documentation timeframes.
  • Attend meetings when required.

Requirements

  • Experience in loan or asset management, portfolio surveillance, or loan operations within banking, credit, or a servicing environment.
  • Confidence in interpreting facility agreements and applying documentation requirements to delivery and controls.
  • Proven covenant and borrower reporting analysis, including ability to validate calculations against documented definitions (ICR, DSCR, Debt Yield, LTV).
  • Strong written output, including decision-ready recommendations for borrower requests.
  • Strong reporting discipline, including quarterly “two-pager” style reporting and annual review packs.
  • Comfortable driving process improvements and data quality controls.

Benefits

  • Ongoing training and development
  • Health cash plan coverage
  • Cycle to work scheme

Job title

Senior Manager – Asset Management, Asset Loan Management

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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