Portfolio Analyst, Sponsor & Specialty Finance

## Portfolio Analyst, Sponsor & Specialty Finance Apply:
Boston:
Full time:
Posted Today:
Req
1632771

Portfolio Analyst, Sponsor & Specialty Finance Country:
United States of America
** It Starts With You:
** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.  This is more than a strategic shift.  It’s a chance for driven professionals to grow, learn, and make a real difference.  

If you are interested in exploring the possibilities
** We Want to Talk to You!
**** The Difference You Make:
** The Sr. Specialist, Portfolio Management is responsible for assisting with all aspects of the portfolio management process to ensure timely and accurate implementation of investment strategies across various portfolios. The incumbent will collaborate with investment teams and all internal cross-functional teams where necessary.
* Communicates effectively with borrowers and serve as one of the primary points of contact for loan closing and post-closing loan management.
* Reviews and processes funding disbursement requests, ensuring proper documentation and compliance with loan conditions.
* Collects quarterly financial statements and reporting documentation and assist in determining financial condition, credit-worthiness and project compliance for all borrowers.
* Maintains working knowledge of loan policies and procedures.
* Works closely with the Finance department to ensure correct accounting for all loans.
* Tracks, analyzes, communicates, and makes recommendations to address loan delinquencies.
* Rebalances portfolios due to cash flows, guideline changes or general market movements.
* Manages and maintains appropriate cash levels and equitizing wherever necessary.
* Monitors dispersion across portfolios within similar strategies and coordinating actions needed with portfolio teams.
* Ensures accounts are being managed consistently with client guidelines.
* Partners with all internal and external teams in support of funding new accounts, transfers-in-kind, client transitions and general account set up.
* Tracks trading trends of Santander's products.
* Builds strong working relationships with Santander portfolio teams.
* Mitigates Company wide operational risk within daily processing environment.
* Maintains loan portfolio management system and related databases.  
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* What You Bring:

** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  
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* Education:

*** Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required  
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* Qualifications:

*** 3+ Years

Experience with portfolio management and asset management.

- Required.
* Ability to manage a variety of projects from multiple team members simultaneously.
* Demonstrated ability to maintain accurate electronic files and database systems.
* Organized and self sufficient.
* Strong quantitative reasoning and writing skills.
* Knowledge of underwriting and experience with all underwriting procedures.
* Ability to effectively present information and respond to questions from groups or managers, members, and general public.
* Excellent member service skills.
* Detail oriented, common sense decision-making; above average oral, written and…