Program Manager

• Act as a liaison during the underwriting process to coordinate when appropriate between the AIF Senior UW, Custom Credit Banker, and Borrower UW's
• Act as the primary Credit contact to handle closing issues (ex: last minute systems corrections, etc.)
• Audit partner co-invest loans post-closing to ensure adherence to all P&P requirements, including covenants, servicing tasks, etc.
• Coordinate with Collateral Monitoring Team to set up the relationships in the systems
• Primary point of contact for monitoring borrowing bases, capital calls, distributions
• Work with offshore staff to audit the borrowing bases and compare NAV's to the partner capital statements
• Assist with Annual Reviews of partner capital loan programs (fund level) when appropriate
• Management of inflow of information (i.e., fund and individual borrower information) for programs
• Organization of information in systems
• Ongoing program management, amendments, increases, changes, etc.
• Work with LSG bankers on COR submission troubleshooting/questions
• Communicate up-to-date credit policy and process changes that would impact the credit origination and booking process
• Conduct training sessions with Bankers/BCs on eSign enhancements
• Create COR submission guides, booking guides, loan servicing guides as needed
• Complete the review of capital calls and provide LSG with funding instructions and capital call spreadsheet for processing advances

4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience in Wealth Management or Private Banking Custom Lending
• Understanding of the lending process, credit policy, loan documentation, and loan servicing
• Highly organized
• Ability to multi-task
• Client service driven
• High sense of urgency, timeliness
• Attention to detail
• Ability to cross-reference & cross check through multiple interfaces/documents
• Team player, works well both internally & externally with all partners to deliver best in class lending solutions to asset manager partner/employee client base

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement