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Whole Loan Portfolio Manager

2 months ago

Greenwich, Connecticut, United States RPMGlobal Full time

About the Role:

RPMGlobal is seeking a highly skilled and detail-oriented Senior Loan Operations Analyst to join our team. As a key member of our Whole Loan Operations team, you will be responsible for the day-to-day management of our whole loan business.

Key Responsibilities:

  • Prepare funding schedules and supporting documentation for loan acquisitions and originations.
  • Validate servicer onboarding and transfer dates are accurate, reconciling and processing monthly whole loan servicer remittance tapes.
  • Coordinate with Middle Office and Operations on liquidity, trade allocations, and settlement.
  • Assist in team response to daily flow of requests and inquiries from portfolio management, loan sellers and loan servicers.
  • Support for data integrity related to quantitative and qualitative loan characteristics.
  • Assist in day-to-day repo financing and help plan strategic approach to managing whole loan strategies.
  • Assist in relationship management and onboarding for loan servicers, loan sellers, custodians, repo counterparties, and trustee/calculation agents.
  • Work with custodian and loan sellers to ensure collateral is checked in prior to funding and ensure all trailing documents are sent to custodian.
  • Review servicer notes and delinquencies, monitor prepayment protection.
  • Assist in development of our proprietary whole loan portfolio management system.
  • Conduct initial analysis on trading activity to confirm accuracy and appropriateness.
  • Assist in profit/loss calculations for whole loan products.
  • Assist in audit requests related to whole loan products.
  • Assist in tax amortization calculations for whole loan products.

Requirements:

  • Creative problem solver with a desire to apply that aptitude in a fast-paced and complicated environment.
  • Extremely detail-oriented and organized, with a willingness to learn and be challenged.
  • Proficiency in Excel required; some familiarity with computer programming desired (SQL).
  • Ability to design and enact projects with minimal oversight.
  • Strong interpersonal and communication skills.