Loan Portfolio Operations
Job in
Fresno, Fresno County, California, 94199, USA
Listing for:
Addison Group
Full Time
position
Listed on 2026-11-10
Job specializations:
-
Finance & Banking
Loan Servicing, Portfolio & Asset Management, Banking Operations, Financial Analyst
Job Description & How to Apply Below
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.
- 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
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