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Debt Management Consultant Duties: 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 complex legal contracts that require time and experience to gain proficiency and expertise. When bringing a new CDM client, the debt management consultant will serve as a â€œfinancial detectiveâ€ and: Work directly with clients to understand and complete a template for all loans. Review relevant loan documents to capture the key economic terms and provisions and populate that information into CDM. Identify omissions and inconsistencies in client data and work with our clients to resolve issues. Generate a schedule of cash flows for all loans based on Chathamâ€™s calculations and reconcile them with existing client reports and documentation. Develop a deep understanding of loan covenants and be able to extract the key terms and provisions associated with each loan. 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 debtmanagement 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. Work with clients on an ongoing basis to: 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. Train new users.
Qualification and Experience
Requirements: Degrees 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 open to any university specialization as long as possesses the ability to meticulously focus on details while understanding the big picture. Experience as a paralegal have relevant and transferable skills that allow the person to be successful in this role. Additionally, paralegals looking for a change in work environment and the opportunity to learn something new are candidates we would certainly consider. Prior experience in economics or finance is not required. 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. Strong customer service orientation. Ability to build and maintain client relationships. Drive, determination, and outstanding academic and/or professional accomplishments.
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