Loan Portfolio Manager

5 days ago

New York, New York, United States Wilmington Trust Full time
Overview

As a key member of the Loan Market Solutions Division at Wilmington Trust, you will play a critical role in providing trustee and custodian services to sophisticated loan asset managers. Your responsibilities will include tracking and maintaining daily activity, collecting payments, and monitoring portfolio compliance requirements. You will work closely with the CLO & Loan Administration team to enhance the overall client experience through technology and continuous process improvement.

Key Responsibilities
  • Act as a single point of contact for key client relationships, providing exceptional service and support.
  • Collaborate with operations and analytics teams to meet client objectives and deliverables.
  • Work with Business Development/Sales to secure new client mandates and grow the business.
  • Interpret CLO indentures, credit agreements, and other structured finance documentation to ensure compliance and accuracy.
  • Manage client onboarding, including account opening, KYC procedures, and documentation review.
  • Calculate and verify compliance testing and waterfall calculations to ensure accurate reporting.
  • Perform and interpret hypothetical trade testing to inform business decisions.
  • Conduct monthly and quarterly reconciliations for required reporting, including CLOs, SMAs, and Borrowing Base Facilities.
  • Liaise with auditors, underwriters, CLO managers, investors, and other stakeholders to ensure seamless communication and collaboration.
  • Gain exposure across the entire lifecycle of servicing loan clients, from account setup to notice processing, warehouse reporting, and CLO/Compliance Reporting & waterfall payments.
  • Understand and adhere to Wilmington Trust's risk and regulatory standards, policies, and controls, identifying risk-related issues for escalation to management.
  • Promote a culture that supports diversity and reflects the company's values.
  • Maintain internal control standards, implementing internal and external audit points and addressing issues raised by external regulators.
Career Growth Opportunities

Our team offers extensive cross-training to provide employees with a comprehensive view of all aspects of servicing clients. This role will provide opportunities to learn various roles, processes, and procedures to meet client expectations. We define and build individualized career pathing for our staff, including leadership, project-related, client relationship, operations, and analytics roles.

Requirements
  • Combined minimum of 3 years higher education and/or work experience.
  • Advanced Microsoft Office skills.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills for both internal and external audiences.
  • Ability to thrive in an entrepreneurial, fast-paced growth environment.
  • Ability to work independently and collaboratively across the organization.
Preferred Qualifications
  • Bachelor's degree focused on Finance, Business, Economics, or Accounting, with a minimum of 5 years' relevant work experience with direct client contact.
  • Exceptional organizational skills with an attention to detail.
  • Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills.
  • Demonstrated ability to work as part of a team, as well as contribute on an individual basis.
  • Familiarity with various loan products, including Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, and Business Development Companies.
  • Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider, or CLO Manager.
  • System/Application experience in Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, or LoanIQ.

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