Director, Portfolio Management – Agency

Role Overview

• 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