Assistant Vice President – Loan Servicing

CITCON

AVP 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.

Posted 6/26/2026full-timeMalvern • Pennsylvania • 🇺🇸 United StatesLeadWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

loan servicingrisk analysisfinancial analysisvaluationscapital marketsdebt instrumentsfinancial reportingfinancial statementsExcel

Soft Skills

interpersonal skillscustomer service skillsanalytical skillsmultitaskingorganizational skillsattention to detailcommunication skills

Tools & Technologies

loan management systemSentry PMCassiopeia

Industry Keywords

credit facilitiesreal estate marketsmultifamilyofficeretailsenior livingfinancial 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