Loan Portfolio Management Specialist

7 days ago


Chicago, Illinois, United States Wilmington Trust Full time
Job Summary

We are seeking a highly skilled Loan Portfolio Management Specialist to join our dynamic team at Wilmington Trust. This role will involve working closely with clients to provide trustee and custodian services, as well as tracking and maintaining daily activity related to loan asset management.

About the Role

This position requires strong analytical and problem-solving skills, as well as excellent written and verbal communication skills for both internal and external audiences. The ideal candidate will have experience in financial services, particularly in loan portfolio management, and be familiar with various loan products such as Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies.

Responsibilities
  • Act as single point of contact for key client relationships
  • Collaborate with operations and analytics teams to meet client objectives and deliverables
  • Liaise with auditors, underwriters, CLO managers, investors, private debt managers, and various other parties involved
  • Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs, and Borrowing Base Facilities
Requirements

To be successful in this role, you will need:

  • A 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
Benefits

We offer a competitive salary range of $87,073.45 - $145,122.42 Annual (USD), as well as full medical and dental benefits, Heath Savings and Flexible Spending Accounts, life/disability insurance, paid time off, 401(k) match, tuition assistance, paid parental leave, stock purchase, wellness and employee discounts. Position may be based anywhere throughout the U.S.



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