Bay Area based specialty finance company with $6B in assets is seeking a Loan Portfolio Operations Consultant for a 6 month project duration on a remote basis. This role will work alongside a team of 4-5 and own the portfolio operations process for assigned multi-million dollar deals for the life of assigned portfolio, from receipt of a signed term sheet through funding and eventual payoff of the loans or other disposition of the investment. This role will review and approve pre-funding documentation for completeness and accuracy, calculate payoffs and create payoff letters.
Requirements
- 5+ years prior experience with loan portfolio management, including loan processing and tracking, monitoring cash, etc. This is not a loan servicing role.
- Must be extremely detailed and organized and able to read an email and know what needs to happen with the deal.
- Experience with large loan sized portfolios is ideal.
- Experience with Broadridge/Sentry a plus
Loan Portfolio Operations in san francisco at Unknown Company
This position is listed as full time and able to be worked remotely.