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Date Last Verified
Years of Experience
ProfileDebt Management Consultant The candidate will work with clients' commercial real estate loan portfolios. Will interact directly with clients to load new loans, find missing information, and ensure that all transaction details are accurate and complete. Handle challenging data management issues. Loan documents are complex legal contracts that require time and experience to gain proficiency and expertise. Once these skills are gained, they become highly valuable in industry. 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 clients to resolve issues. Generate a schedule of cash flows for all loans based on company'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 client's loan profile. Undertake client-facing activities including introducing debt management system'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. 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. Should have degree in accounting, finance, economics, or specialization that requires a good amount of reading with emphasis on analysis of data. Must have some experience as a paralegal.
235 Whitehorse Lane
Kennett Square, PA 19348