Shire Jobs

Location:1000 South McCaslin Boulevard - Superior, Colorado 80027-9437

The position will be primarily responsible for managing the pre- and post-closing activities relating to the administration; on-going monitoring; risk management; account maintenance; and customer servicing of the Specialty Finance Lending ("SFL") portfolio. Job responsibilities will involve taking a supportive role on variety of operational activities (based on prior experience and skill level) including: coordinating the facilitation of transaction documentation, booking, and funding; portfolio performance monitoring; account maintenance; general account troubleshooting as necessary; preparing internal reports; and some direct interfacing with customer & investor/participants associated with certain segments of the SFL portfolio. Some specific accounts or business segments may be assigned to the position by

ESSENTIAL JOB FUNCTIONS: Provide support to SFL Originations Team in coordinating and managing all on-going account maintenance activities and in collaboration with personnel from various internal departments, as well as several external entities, including (but not limited to):Internal Departments: KEF operations; KEF Originations Teams; SFL sales; KEF Pricing; KEF credit; SFL Syndications, Portfolio Management; Key Treasury Management, and various other departments within KeyBank.

External Parties: Third-party Bank/Investor Partners; Outside Counsel; Back-up Servicers; Custodians and Collateral Trustees; and Third-party Auditors

The candidate for this position is expected to develop a thorough knowledge and understanding of the structure and operational administration of SFL Portfolio accounts so as to provide a supportive role relating to (but not limited to) the following:

Review and analyze servicer reports;

Facilitate the periodic (monthly/weekly) settlement of principal, interest, and fees with client and investors;

Assist the SFL Originations Team in preparing loan facility renewals; amendments & waivers; periodic audits; requests for increases in facility exposures; and other tasks assigned by the SFL Originations Manager.

Prepare; analyze and distribute periodic department reports as necessary.

Develop a thorough understanding of the LoanIQ System used for managing accounts.

Assist in a variety of pre- and post closing due diligence tasks relating to new and existing finance facilities, including:

Organizing and creating the design scope of due diligence and periodic audits to be performed by internal KEF personnel and/or third-party agencies. Review and communicate all audit results to management and advise accordingly as to any current or potential issues or areas of potential operational and/or credit risk.

Collaborate with various departments and personnel to accurately and timely complete all account administrative activities for both new and existing finance/loan facilities, including (but not limited to):

Review and complete all legal documentation loan & security agreements; trust agreements; custodian agreements; depository account control agreements; servicing agreements; etc.

Coordinate closing and funding procedures, as well as periodic advance requests and pay-downs on assigned loan facilities.

Assist in establishing and managing lockbox structures, DDA accounts; as well as collateral and cash management procedures.

Develop and prepare Closing Checklists; and assist in preparing Account Management Plans (AMPs).

Ensure proper booking and account maintenance for all transactions under management.

Work with transaction parties (investor/participants, services, clients) to ensure timely & accurate fulfillment of advance requests; periodic application of waterfall payments; investor settlements of principal, interest and fees; wire transfers; borrowing base reports, servicer reports, annual audits and other on-going servicing issues that arise.

Review and validate periodic borrowing base certificates; settlement reports; and supporting documents.

Assist in facilitating various renewals, loan increases, amendments, waivers, and agreement modifications on existing loan facilities.

Process and facilitate various other Client/Investor requests as requested,

Assist in the periodic review of servicer reports; investor settlement reports; financial statements and reports; and borrowing base reports to insure timely adherence with the facility requirements and covenant compliance. Provide written analysis outlining any trends or areas of potential operational and/or credit risk.

Attend periodic meetings with prospective and existing clients, as requested by management.