Asset Manager

Summary

Join LISC, a leading community development organization, as an Asset Manager supporting real estate and business assets. This grant-funded position (through 2031) involves proactive engagement with borrowers to ensure timely repayments and maintain investment performance. You will support clients, manage documentation, and analyze data to track portfolio performance. Collaboration with internal teams and external partners is crucial. The ideal candidate possesses experience working with diverse communities and has a strong background in non-consumer lending and data analysis. This role offers a competitive salary and excellent benefits.

Requirements

• Bachelor’s degree from an accredited college or university or requisite relevant work experience
• Minimum three (3) years of non-consumer lending experience, preferably in banking industry or community development finance
• Ability to execute asset management solutions to client accounts in accordance with client plans
• Ability to interpret loan documentation related to repayment provisions, reporting requirements, and default
• Experience with defaults and workouts
• Strong data analysis skills, including creating complex spreadsheets, pivot tables, charts, graphs, and performing data validation
• Extremely detailed oriented and able to self-manage daily activities and
• Strong written and oral communication skills
• Required PC skills include strong working knowledge of Microsoft Office. Advanced proficiency in Microsoft Excel a plus
• Commitment to lending through the lens of diversity, equity, and inclusion

Responsibilities

• Directly interface with clients and collaborative work with local and national staff to support repayments and collection of required documents
• Implement alternative solutions when milestones are not met; Prepare and process required documentation to amend, restructure, or write off transactions
• Adhere to annual deployment and asset management targets
• Extract and analyze large data sets; leverage data to monitor portfolio performance, deployment targets, and trends
• Prepare and analyze reports, spreadsheets, charts and presentations on the product portfolio
• Work to ensure data portfolio quality and maintain activity in Salesforce and other software systems. House all documentation in appropriate repositories
• Participate in internal and external meetings as required
• Contribute to process improvements and new product rollouts
• Assume other related responsibilities as required

Benefits

• Medical, Dental, Vision Coverage : Comprehensive health plans for you and your family's well-being
• Disability Insurance: Long-term and short-term coverage for peace of mind
• Retirement Savings: Secure your future with our 401(k) and 403(b) plans
• Generous Holidays: Enjoy ample time off to recharge and celebrate
• Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance
• Tuition Assistance: Pursue your educational goals with support from our tuition assistance program
• Referral Program: Earn rewards for referring qualified candidates to join our team
• Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals