Loan Portfolio Manager

4 weeks ago


Jersey City, New Jersey, United States Phaxis Full time
Loan Portfolio Manager

Phaxis is seeking a skilled Loan Portfolio Manager to join our team. As a key member of our loan administration team, you will be responsible for ensuring the accurate and timely administration of our loan portfolio, adhering to state and federal regulations and Bank policies.

Key Responsibilities:

  • Manage loan portfolio administration, including loan origination, servicing, and closing.
  • Assist in new loan deal closings as Administrative Agent or direct lender, managing funds flow, fee allocation, and lender notifications.
  • Handle various loan products, including asset-based lending, equity fund finance, and residential mortgages.
  • Coordinate transactions between customers, Agent Banks, Participant banks, and internal teams, managing administrative aspects of new deal closings.
  • Calculate, invoice, and disburse fees, monitor borrowing status, and manage ongoing loan maintenance (interest payments, rollovers, repayments).
  • Provide consultative support on operational deal structures and ensure loan documentation matches credit approval.
  • Troubleshoot deal management issues, reconcile transactions, and maintain data integrity.
  • Comply with Bank regulations, complete compliance training, and report potentially prohibited transactions (OFAC related).

Your Skills & Experience:

  • 5+ years of loan product experience as Administrative Agent
  • Experience with loan operating systems: ACBS, LoanIQ
  • Experience with specialized lending products (e.g. asset securitization, leasing, collateralized loan obligations, project finance, loan trading, and credit derivatives)
  • Proficient in management of lending products
  • Knowledge of payment systems (FED, CHIPS, SWIFT)


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