Associate, Asset Manager - Specialty Finance Lending
Core
Support the Specialty Finance Lending portfolio through pre- and post-closing loan administration, risk monitoring, account maintenance, and customer service.
Role type
Associate Account Executive (Loan Operations)
Builds
Loan facilities, amendments, renewals, and restructuring for commercial borrowers
Domain
Specialty Finance Lending / Commercial Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Loan documentation and closing, Borrowing base analysis, Covenant monitoring, Financial statement interpretation, Loan system proficiency (LoanIQ, Hogan), Settlement processing, Audit coordination
Preferred skills
MBA, Advanced financial analysis
Technologies
LoanIQ, Hogan, Excel
Responsibilities
Assist in loan documentation, closing, booking, and system setup; Coordinate advance/paydown requests and settlements; Manage loan facility changes including amendments, renewals, and waivers; Review borrowing base and servicer reports for compliance; Monitor covenant adherence and facilitate audits; Act as a secondary or primary contact for clients, agent banks, and co-lenders; Prepare portfolio reports and financial analysis; Interface with internal teams (Underwriting, Sales, Legal) and external stakeholders.
Seniority
Mid-level, hands-on IC