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.
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.
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