Director, Portfolio Management – Agency
Sumitomo Mitsui Banking Corporation – SMBC Group
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $250,000 per year
Job Level
About the role
- Work with alongside with other departments and external stakeholders during the pre-closing deal process
- Providing advice to Borrower on amendment, consent and waiver requests; coordinating approvals of requests with Borrower, Lenders’ Counsel, outside experts, the origination and portfolio monitoring teams, the lender group and Export Credit Agencies
- Coordinating and approving loan activity (drawdowns, rate settings, rollovers, repayments/ prepayments) and letter of credit activity (issuance, amendments, draws, termination) with the operations teams
- Checking CPs, reviewing cash waterfall and approving Collateral Account transfer requests (e.g. operating expenses, distributions, etc)
- Approving loan activity and transfer requests in team leader’s absence
- Overseeing junior team members responsible for tracking Borrower’s delivery of reporting requirements (i.e. compliance items), and their follow up for overdue items
- Reviewing junior team members monitoring of compliance documents for completeness and satisfaction of requirements in loan documents
- Monitoring distribution of compliance items and other documentation by junior team members to lender groups using DebtDomain (or similar data site), e-mail, etc
- Responding to ad hoc information requests from lenders and borrowers
- Maintaining key deal information, contact lists, updating compliance and collateral tracking
- Preparing marketing materials for new transaction proposals
- Providing Agency Fee recommendations to origination teams for standard transactions
- Engaging with team leader for agency fee pricing for non-standard transactions
- Providing training and guidance to junior members of the Agency team
- Proactively work with other departments to improve workflow and bank initiatives
Requirements
- 10+ years in structured finance at a major financial institution
- Experience with Project Finance, Real Estate and/or Corporate Lending structures, including legal documentation, risk analysis and portfolio management
- Experience with Export Finance Agency supported credits
- Experience with workout and distressed transactions
- Proficient with Excel, Word, Debtdomain and/or Intralinks
- Very strong organizational skills with a high degree of attention to detail
- Strong communication skills, both written and verbal
- Able to handle multiple demands and prioritize activities
- Occasional travel
- Bachelor’s Degree or Masters Degree in Finance, Business, Economics or relevant field
- Spanish language proficiency desirable
Benefits
- Competitive portfolio of benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
structured financeProject FinanceReal Estate LendingCorporate Lendingrisk analysisportfolio managementworkout transactionsdistressed transactionslegal documentationcompliance monitoring
Soft Skills
organizational skillsattention to detailcommunication skillsability to prioritizeteam leadershiptraining and guidancecollaborationproblem-solvingadaptabilitytime management
Certifications
Bachelor’s Degree in FinanceBachelor’s Degree in BusinessBachelor’s Degree in EconomicsMaster’s Degree in FinanceMaster’s Degree in BusinessMaster’s Degree in Economics