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Vice President – Loan Operations
CITCONVice President in loan operations supporting client portfolios and managing a team at Citco. Focused on asset management and portfolio monitoring across a variety of financial functions.
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 managementcredit agreement analysisinvoicingremittance processingdrawdown processingfee processingasset managementportfolio monitoringcontrol environment maintenancestandard operating procedures
Soft Skills
detail orientedteam-orientedstrong communicationflexibilityadaptabilitytrainingcross-trainingcustomer communicationleadershipaccuracy
Tools & Technologies
Sentry PMCassiopeia
Industry Keywords
syndicated loansbilateral loansfunding requirementsportfolio facilitiesclient managementfinancial reconciliationoperational requirementspeople managementcontrol environmentdepartmental functions
About the role
Key responsibilities & impact- Manage multiple clients with portfolios of a syndicated and/or bilateral deal portfolio of 50-100 facilities
- Management of a team of 5-10 portfolio managers
- Support and administer a syndicated and/or bilateral loan portfolio
- Ability to read credit agreements preferred
- Oversee and monitor the accurate processing new drawdowns, pay downs, and fees
- Ensure all monies due and payable collected and/or reconciled
- Coordinate funding requirements with Treasury Desk for managed loan portfolio
- Full oversight of invoicing and remittance processing
- Maintain standard processes within a robust control environment
- Support conduct training of new hires
Requirements
What you’ll need- 4-year college degree with a minimum of 5 years’ experience in asset management/portfolio monitoring
- Focused, accurate and detail oriented
- Team-oriented; willingness back-up and cross-train on all departmental functions
- Strong communication, both oral and in writing
- Experienced in effective communication with external and internal customers
- Minimum of 5 years of people management experience
- Experienced in maintaining a control environment and adhering to standard operation procedures
- Flexible and comfortable adapting to fluid operational requirements and deliverables
- Sentry PM or Cassiopeia a distinct advantage
Benefits
Comp & perks- Comprehensive and competitive total rewards package
- Medical, dental, and vision coverage
- Short and long-term disability benefits
- Retirement savings plan
- Tuition reimbursement
- Mental health and wellness support
- Parental leave
- Annual discretionary bonus pool based on company profitability and individual contributions