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Years of Experience
Date Last Verified
Debt Management Consultant Duties: Help us onboard new clients and service existing clients. Supported by a team of professional advisors, CDM is a proprietary, business process and web-based solution enabling comprehensive organization, management, and reporting of our clientsâ€™ commercial real estate debt instruments and portfolios. Will be responsible for working with our clientsâ€™ commercial real estate loan documents. Will interact directly with clients to find missing information and ensure that all transaction details are accurate and complete. Will employ internal software to capture relevant information. Meeting client reporting timelines is critical, and likewise the ability to multi-task and prioritize. Handle challenging data management issues. Compiling and capturing the complete picture of a clientâ€™s debt is challenging because: Loan documents are challenging legal contracts that require time and experience to gain proficiency and expertise. But once these skills are gained, they become highly valuable in our industry. Often clientsâ€™ data resides in disparate systems, spreadsheets and notebooks across their company. Our clients love the fact that we can manage and centralize their loan information in one place.When bringing a new client, will serve as a â€œfinancial detectiveâ€ and: Work directly with clients to understand how they view, manage, and report on their debt portfolio and complete a spreadsheet template for all loans. Identify omissions and inconsistencies in client data and work with our clients to resolve issues. Generate payments for all loans based on Chathamâ€™s calculations and reconcile them with existing client reports and documentation. Using various CDM reports, reconcile with the client at the balance sheet level so that the CDM system accurately reflects the clientâ€™s loan profile. Undertake client-facing activities including introducing our financial management systemâ€™s value proposition to prospective clients, supporting a focused approach to the development of client relationships as well as organizing and leading training sessions on how to use the system (some travel required). Maintain the accuracy of their data. Capture refinancing and hedging assumptions for budgeting and forecasting. Understand new system requirements and communicate them with the team. Building and maintaining relationships with existing clients. Oversee a clientâ€™s portfolio to ensure accuracy and operational efficiencies. Develop and maintain relationships with key client contacts and engage them in discussions relating to debt management, hedging, and any other aspects of Chathamâ€™s business. Schedule periodic client visits and training. Assess client health by conducting portfolio reviews and audits and work with Client Owner to address issues.
Qualification and Experience
Qualifications: Paralegals with degrees/experience in accounting, finance, economics, or specializations that require a good amount of reading with emphasis on analysis of data seem to be a good fit but we are open to any university specialization as long as the individual possesses the ability to meticulously focus on details while understanding the big picture. Excellence with numbers and mathematics. Capacity for meticulous detail-oriented work. Problem-solving skills and a deep intellectual curiosity. Excellent written and spoken verbal skills; the legal terminology in real estate loan contracts can be highly technical and difficult to decipher. Exceptional ability to think logically and conceptually. Ability to organize and prioritize many evolving and growing responsibilities. Ability to build and maintain client relationships. Strong customer service orientation. Drive, determination, and outstanding academic and/or professional accomplishments.
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