CLO Portfolio Administration, Account Manager

alter Domus

$90K — $105K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, business, or economics preferred
  • 5+ years of relevant business or finance experience
  • Basic knowledge of loan operations and commercial mortgage lending
  • Previous experience with CLO compliance and Waterfall modeling
  • Experience in direct management and team training preferred
  • Solid Microsoft Excel skills
  • Exceptional attention to detail in high-volume environments

Responsibilities

  • Communicate end-to-end business processes to internal and external stakeholders
  • Provide strategic direction for the business unit alongside senior management
  • Oversee client deliverables and delegate tasks efficiently
  • Manage active client relationships and resolve issues directly
  • Expand client relationships by understanding their needs and service offerings
  • Conduct workflow reviews for optimal execution and performance
  • Champion process improvements and ensure adherence to regulations

Benefits

  • Support for professional accreditations
  • Flexible work arrangements and generous holidays, plus an additional birthday off
  • Continuous mentoring throughout career progression
  • Participation in active social and sports committees across offices
  • 24/7 support from the Employee Assistance Program
  • Opportunity to invest in company growth through an Employee Share Plan
  • Additional local benefits based on location
Full Job Description
JOB DESCRIPTION:

  • Expert in end-to-end business line process. Ability to communicate process to internal and external parties.
  • Provide strategic direction of business unit and initiatives. Work with Director and Managing Director to move forward.
  • Take full ownership of client deliverables, delegation of duties while ensuring team members are taking appropriate ownership and executing tasks.
  • Ensure timeframes and deliverables agreed with Client and Trustee are met.
  • Perform active relationship management role and manage issues as they arise objectively and directly with the client for resolution.
  • Proactively expand client relationships by recognizing their needs and understanding Alter Domus suite of services.
  • Ensure exceptions are cleared and procedures and regulations are followed.
  • Ensure cash reconciliation is sent to the client.
  • Review and approve daily reporting.
  • Ensure input and review occur and trades are input in a timely fashion.
  • Manage P&L of team. Be efficient in use of headcount.
  • Ownership of process improvement and final delivery of solutions.
  • Conduct regular workflow reviews with staff to ensure optimal execution.
  • Mastery of internal workflows, processes, and management of deadlines.
  • Understand other business unit functions within Debt Capital Markets and how it impacts the team.
  • Assist with new client onboarding.
  • Take on full invoice process from request to client delivery.
  • Subject Matter Expert at Alter Domus on client engagements.
  • Assume responsibility for training and development of all C&SP staff.
  • Coach, mentor, and support team through all aspects of assignments.
  • Ensure training and development of staff is appropriate and consistent.
  • Lead, develop and mentor career path of team members.
  • Apply experience and understanding of market and best practices when managing transactions and communicating with other parties involved.
  • Champion Alter Domus brand.


YOUR PROFILE:

  • Bachelor's degree in finance, accounting, business, or economics preferred
  • 5+ years of experience within a business or finance-related capacity.
  • Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge and/or customer service experience.
  • Previous experience with CLO compliance and Waterfall modeling.
  • Experience in direct management and training of team members preferred.
  • Ability to independently research and resolve problems.
  • Responsive, friendly, professional, highly organized, and superb communication.
  • Solid Microsoft Excel experience.
  • Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools a plus.
  • Exceptional attention to detail and able to thrive within a high-volume data-entry environment with both proficiency and accuracy; and
  • Demonstrated willingness to work within a deadline-driven environment.

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Illinois salary range depending on experience: $90,000-105,000

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

WHAT WE OFFER:

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include:
  • Support for professional accreditations
  • Flexible arrangements, generous holidays, plus an additional day off for your birthday!
  • Continuous mentoring along your career progression
  • Active sports, events and social committees across our offices
  • 24/7 support available from our Employee Assistance Program
  • The opportunity to invest in our growth and success through our Employee Share Plan
  • Plus additional local benefits depending on your location


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