Manage the ordering of third-party due diligence reports including, appraisals, environmental reports, and PCR/engineering assessments.
Prepare engagement letters following internal and regulatory requirements.
Coordinate timelines, scope details, and deliverables with vendors.
Track report progress and provide updates to internal stakeholders.
Direct the appraisal lifecycle: scoping, vendor assignment, review, and acceptance.
Maintain valuation independence structures and enforce regulatory firewalls.
Evaluate 3rd party reviews for credibility, regulatory compliance, and methodological soundness.
Lead coordination of resolution matters with 3rd party providers including appraisers & reviewers.
Maintain vendor documentation including licenses, E&O insurance, and compliance materials.
Assist with onboarding new valuation, environmental, and engineering vendors.
Track vendor performance issues and escalate as appropriate.
Receive, validate, and process third-party vendor invoices.
Resolve billing discrepancies and coordinate with Accounts Payable.
Keep accurate pipeline trackers and workflow logs.
Update internal systems with delivery dates, vendor notes, and completed reports.
Support the Senior Credit Officer / Chief Appraiser in Policy enhancements, preparing audit exhibits, and Board materials.
Provide professional communication and support to internal and external partners.
Responsiveness within the CRM group and the lending team is a must.

Collateral Risk Manager

Key skills