Dexis · 1 month ago
Senior Portfolio Services Advisor, USG
Washington, District of Columbia, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expDexis Consulting Group is a dynamic professional services firm dedicated to partnering with government and community leaders to achieve critical social outcomes. The Senior Portfolio Services Advisor will support a US Government Agency's budget-related functions and financial management, focusing on administering financial transactions and ensuring compliance with government policies.
ConsultingInformation Technology
No H1B
Security Clearance RequiredU.S. Citizen Only
Responsibilities
Responsible for the monitoring of all financial flows including billing and application of receipts related to their assigned portfolio and developing PC-based applications to facilitate reporting and analysis
Ensures that loan balances, payment schedules, interest rates and other financial parameters match terms of underlying loan documentation
Ensures timely delivery of invoices and Notices of Past Due amounts (NPDs)
Recommends alternative means of processing transactions with complicated and interrelated or unique characteristics
Recommends changes in policies and procedures to accommodate recurring problems and issues
Maintains in-depth and detailed knowledge of Oracle Loans financial system
Manages billing schedule, payoffs, and processes prepayments
Independently prepares accurate and precise audit confirmations for borrowers
Provides loan balances, interest rates, interest accrued, and other financial information for audits
Prepares portfolio reports as needed for internal and external parties, including periodic data calls for the State Department and Treasury
Work with Portfolio Services officers to ensure continuity of all billing, payment and reporting obligations with respect to their loan portfolio
Will convey expertise regarding the scope, depth, and breadth of the portfolio
Performs other related duties as assigned
Responds to all requests in a timely manner
Conducts daily duties with courtesy and professionalism
Qualification
Required
A minimum of a bachelor's degree with a preferred focus/major in finance, accounting, business administration, or related field or combination of education and related professional experience in the area of finance, banking, or related fields
A minimum of 10 years of experience in dealing with loan balances, payment schedules, interest rates and other financial parameters that match terms of underlying loan documentation
Has experience preparing accurate and precise audit confirmations for borrowers
Prepares portfolio reports as needed for internal and external parties
Shall be a U.S. Citizen and have the ability to obtain and maintain a Public Trust clearance
Preferred
Knowledge of commercial and institutional banking products, services, and processes, including comprehensive understanding of loan database operating systems
Ability to export and summarize loan data via Excel, both for individual loans and a portfolio of loans
Benefits
Healthcare insurance
Other staff welfare benefits and perks
Company
Dexis
Dexis is a mission-driven security analytics company that helps U.S. Government agencies protect Americans from evolving threats at home and abroad.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mihir Desai
Founder & CEO
Recent News
Seattle TechFlash
2025-04-08
2023-12-28
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