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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
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
Tools & Technologies
Microsoft OfficeExcelWordOutlookPowerPointsyndication systemsproject management toolsfinancial reporting systemsdata management systemsaudit software
Industry Keywords
financial servicesregulatory compliancelease transactionsinsurance requirementsfunding transactionsportfolio activitiesasset managementO&M changesaudit requirementsstakeholder communication
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
