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Assistant Vice President – Loan Servicing
CITCONAVP in Loan Servicing at Citco, managing a portfolio of 50-100 credit facilities. Role involves reviewing loan documents, ensuring accuracy in processing loan activities, and monitoring financial covenants.
About the role
Key responsibilities & impact- You will be responsible for supporting a portfolio of 50-100 various credit facilities.
- Ability to review loan documents, such as: credit agreements, amendments, waivers, fee letters, term sheets, etc., and translate legal language into calculations.
- Provide clear instructions to loan processing team to onboard new facility/loan into loan management system and validate inputs after completion.
- Ensure accuracy of processing loan activity (draws, repayments, reallocations, scheduled and ad-hoc waterfalls).
- Prepare and review financial statements, investors allocations.
- Monitoring of financial and reporting covenants.
- Additional loan servicing and reporting as needed.
Requirements
What you’ll need- You have a Bachelor's degree in Finance, Real Estate and/or Accounting.
- A minimum of 3 years of experience in Asset Management role (loan servicing, risk/financial analysis, valuations, capital markets)
- Demonstrate understanding of debt instruments and relevant financial reporting
- Knowledge of real estate markets with a particular emphasis on multifamily, office, retail and senior living sectors
- Excellent interpersonal and customer service skills with strong work ethic to meet daily challenges of a fast-paced environment
- Strong analytical skills
- Proficient in Excel
- Multitasking and ability to perform under pressure
- Excellent organizational skills with attention to details
- Strong communication skills, both written and verbal
- Sentry PM or Cassiopeia a distinct advantage
Benefits
Comp & perks- Citco offers a 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
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
loan servicingrisk analysisfinancial analysisvaluationscapital marketsdebt instrumentsfinancial reportingfinancial statementsExcel
Soft Skills
interpersonal skillscustomer service skillsanalytical skillsmultitaskingorganizational skillsattention to detailcommunication skills