Portfolio Services Analyst - Danbury, CT

Job Category:
Operations

We are seeking a highly motivated and organized professional to be responsible for the operational activities necessary to process early lease terminations and sales, loan payoffs, portfolio modifications as well as various insurance and other operations-related tasks. Below are the expected responsibilities:

• Generate and issue early lease termination and payoff quotes as requested by customers and/or internal functions.
• Prepare necessary documentation and coordinate and close early terminations and sales, and payoffs, with all interested parties and process in the operating system.
• Manage portfolio modifications by generating transaction checklists, preparing necessary documentation, coordinating with deal team members and interested parties to ensure operational preparedness, and processing in the operating system.
• Perform detailed reviews of customer corporate aviation insurance certificates to ensure compliance with lease and loan documentation, company policies and credit facility requirements.
• Work closely with U.S. and international customers, aviation insurance brokers and/or insurance companies to correct deficiencies.
• Track expiration dates for customers' insurance certificates and request renewals from the insurance parties and/or customers.
• Research insurance claims and coordinate the Company’s approval process for requests submitted by customers and insurance representatives.
• Insurance subject matter expert for other functions within the Company and the primary interface with the Company’s insurance carrier for guidance and to be informed of changes in the industry.
• Secure the Company's collateral position in accordance with standard operating procedures (including local aviation authorities, the International Registry and the UCC).
• Ordering articles of incorporation, good standing statuses and suits, liens and judgements searches based on guidance received from deal teams.
• Request UCC searches from 3rd party provider based on guidance received from deal teams.
• File UCC-1 financing statements and UCC-3 amendments, continuations and terminations with guidance received from deal teams, if applicable.
• Backup support to apply cash to customers' accounts and various other operations-related activities.
• Ad hoc tasks and projects.

• BS/BA degree or equivalent with at least two (2) years’ experience in the leasing/financial services industry.
• Extremely detailed‑oriented with the ability to organize, prioritize, multi‑task and follow‑up in a fast‑paced environment.
• Proficient in Microsoft Office, including Word, Excel and PowerPoint.
• Demonstrated customer service orientation.
• Must be willing to work out of an office in Danbury, CT.
• Unrestricted work authorization for the United States.

• Working knowledge of lease and loan products and documentation, insurance, lien perfection, and tax implications related to leases.
• Aviation insurance background.
• Intermediate Excel skills are highly desired (i.e. data analysis, formulas, VLOOKUPs, pivot tables, charts).
• Strong oral and written communications skills.
• Strong work ethic with high energy level, positive attitude and can effectively work as a team player.
• Able to suggest improvements to process gaps that will lead to efficiencies or eliminate potential risks to protect the portfolio.
• Ability to quickly adapt and embrace new processes, ideas, and technology.