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About the role
Key responsibilities & impact- Support portfolio management by monitoring production performance and preparing reporting for Lessors.
- Track open side letter items and coordinate follow-ups to validate and test data with internal and external partners.
- Download, organize, and distribute project documentation to interested parties, including Lessors, Appraisers, and other stakeholders.
- Set agendas and provide preparation support for recurring meetings.
- Respond to routine bank requests, including audit support, production data, O&M or insurance changes, and requests for updated financial information.
- Ensure timely, accurate documentation flow and maintain organized records across projects, fundings, and portfolio activities.
- Prepare, review, and validate Capital Markets documentation and pricing (including lease, tax-oriented, and portfolio transactions) to ensure accurate funding proceeds while protecting Verdant’s rights and obligations.
- Manage assigned asset activity, including contract changes, funding transactions, account monitoring, payoffs, and timely closeout, ensuring compliance with insurance, audit, and assignment requirements.
- Confirm accurate booking, post-sale servicing, and portfolio data by reconciling servicer reports and supporting Funding Partner reporting needs in coordination with IT.
- Research, analyze, and respond to customer, Funding Source, and internal inquiries, driving timely issue resolution and data accuracy.
- Act as a cross-functional liaison among Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers, prioritizing and managing requests effectively.
- Support syndication systems, migrations, acquisitions, and sales self-syndication efforts; contribute to special projects and maintain current industry and job knowledge.
- Coordinate and distribute closing documentation to Operations and Accounting to support timely and accurate project closings.
- Notify internal and external stakeholders of upcoming fundings and ensure clear communication throughout the funding process.
Requirements
What you’ll need- Bachelor’s degree preferred or equivalent combination of education and relevant professional experience
- 5-10+ years of relevant financial services operations experience
- Demonstrated proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
- Effective written, verbal, and listening communication skills
- Strong organizational skills with attention to detail and accuracy
- Ability to manage multiple tasks and priorities concurrently and meet established deadlines
- Ability to understand, follow, and apply company policies, procedures, and regulatory requirements.
Benefits
Comp & perks- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementproduction performance monitoringdata validationCapital Markets documentationfinancial analysiscontract managementaudit supportdata reconciliationissue resolutionproject documentation preparation
Soft Skills
effective communicationorganizational skillsattention to detailtime managementcross-functional collaborationproblem-solvingprioritizationcustomer serviceteam coordinationadaptability
