Loan Portfolio Manager

Description

• Coordinate with internal and external customers to support the closing of loans and investments that meet annual deployment objectives.
• Perform investor, funder, board, and other reporting data collection and report production.
• Review, analyze, and coordinate closing and on-going loan draw packages, prepare internal disbursement documentation including coordinating with the Finance division to determine funding sources, and facilitate disbursements.
• Assist with grant and funding applications, due diligence requests, and responses to other requests for information.
• Ensure compliance with Community Development Financial Institution (“CDFI”) Fund program and funding source requirements.
• Perform individual loan and portfolio related asset management functions to identify and mitigate financial, performance, and compliance risks.
• Serve as the loan software expert and program administrator. Lead the management of data collection and analysis. Lead system implementations and upgrades and collaborate with team members on process improvements as needed.
• Perform loan servicing, collections, modifications, facilitate payoffs and release of collateral, and develop workouts as needed.
• Positively promote and demonstrate CAHEC’s mission and Principles and Values through performance and interactions with internal staff and external partners.
• Maintain borrower/investee and sponsor relationships while managing the portfolio within approved loan and investment policies.
• Collaborate with division director to develop, implement, and maintain loan and investment policies and procedures.

Requirements

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance