Senior Portfolio Analyst

HYBRID ROLE – Senior Portfolio AnalystChicago Summer is a thing of beauty and so is this this new opportunity!The salary range for this position is $75,000-$85,000 plus 10% bonus and equity, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to john.sadofsky@roberthalf.c0mJob Description:Manage Syndications portfolios from preparation of specifications, document packages, closing statements, settlements, etc.Manage contracts at end of term and dispositionsCoordinate necessary documentation on payoff letters, bill of sales and other end-of-term tasksManage the early payoff process in cooperation with Asset Management from payoff letter to generation within ERP system.Review and resolve customer related issues concerning funded transactions within portfolios. Validations are based upon the contractual obligation of the customer, external guarantees, and recourse requirements.Reviews contractual obligations of clients to determine current account balances, delinquency, early payoff amounts, taxation issues, fee income. Frequently works with finance department for account reconciliation of sales/use taxes, property taxes, and unapplied cash.Annual review of internal audit confirmations to be sent to third party partners. Annual review of audit confirmations received by auditors of Partners/Clients for validation of account balances, collaterals, equipment, and specifics of debt contracts.Review of Policies and Procedures based upon internal guidelines and market trends that impact day-to-day operations.Evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination procedures.Review client requests for company assignments of debt, mergers, and/or acquisitions for current customers of the portfolio. Validation of formation of new entity through receipt of Articles of Incorporation, certificate of good standing and/or formal notice of assignment. Involve risk on risk review of all new entities.To apply to this role please send your resume to john.sadofsky@roberthalf.c0mOur specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.