Loan Portfolio Manager

4 weeks ago

Baltimore, Maryland, United States M&T Bank Full time

Overview:

As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee and custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and maintaining all daily activity, including the collection of payments and investor waterfall distributions. The team also monitors and reports on various portfolio compliance requirements related to the underlying portfolio asset attributes.

Primary Responsibilities:

  • Responsible for acting as a single point of contact for key client relationships.
  • Collaborate with operations and analytics teams to meet client objectives and deliverables.
  • Collaborate with Business Development/Sales to secure new client mandates.
  • Ability to interpret CLO indentures, credit agreements, and various other structured finance documentation.
  • Responsible for managing client onboarding, including account opening process, KYC procedures, and documentation review.
  • Ability to calculate and verify compliance testing and waterfall calculations.
  • Perform and interpret hypothetical trade testing.
  • Perform monthly and quarterly reconciliations for required reporting, including CLOs, SMAs, and Borrowing Base Facilities.
  • Liaise with auditors, underwriters, CLO managers, investors, private debt managers, and various other parties involved.
  • Exposure across the entire lifecycle of servicing loan clients, including account setup, KYC procedures, global asset setup and maintenance, notice processing, warehouse reporting, CLO/Compliance Reporting, and waterfall payments.

HOW YOU CAN GROW YOUR CAREER:

Our team employs extensive cross-training to provide employees with a comprehensive view of all aspects of servicing our clients. This position will provide the opportunity to learn various roles, processes, and procedures to meet client expectations. Defining and building individualized career pathing for our staff, including leadership, project-related, client relationship, operations, and analytics roles.

Education and Experience Required:

  • Combined minimum of 5 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.

Education and Experience Preferred:

  • Bachelor's degree focused on Finance, Business, Economics, or Accounting and 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 – Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies.
  • Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider, or CLO Manager.
  • System/Application experience – Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ.

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