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Loan Portfolio Operations Consultant

Job in San Francisco, San Francisco County, California, 94102, USA
Listing for: The Addison Group
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
    Loan Servicing, Portfolio & Asset Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60 - 75 USD Hourly USD 60.00 75.00 HOUR
Job Description & How to Apply Below
Role

Loan Portfolio Operations Consultant

Pay

$60 - $75 / hr DOE

Location

Remote

Benefits

This position is eligible for medical, dental, vision, and 401(k)

Our client is a 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.

Requirements
  • 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.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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