Loan Processor
addison groupMillbrae (CA)
About the role
Bay Area based specialty finance company with $6B in assets is seeking a Loan Portfolio Operations Consultant for a 6 month project duration on a remote basis. This role will work alongside a team of 4-5 and own the portfolio operations process for assigned multi-million dollar deals for the life of assigned portfolio, from receipt of a signed term sheet through funding and eventual payoff of the loans or other disposition of the investment. This role will review and approve pre-funding documentation for completeness and accuracy, calculate payoffs and create payoff letters.
Requirements:
5+ years prior experience with loan portfolio management, including loan processing and tracking, monitoring cash, etc. This is not a loan servicing role.
Must be extremely detailed and organized and able to read an email and know what needs to happen with the deal.
Experience with large loan sized portfolios is ideal.
Experience with Broadridge/Sentry a plus
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.