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SMBC Group · 1 week ago

Portfolio Management & Agency- Associate

New York, NY

Full-time

Hybrid

Entry, Mid Level

$150K/yr - $200K/yr

2+ years exp

SMBC Group is a top-tier global financial group offering a diverse range of financial services. The Associate in the Specialized Finance Department's Agency team will coordinate information flow between borrowers and lenders, manage relationships, and ensure compliance with financing documents for commercial real estate and project finance transactions.

AdviceBankingFinancial Services

H1B Sponsor Likely

Responsibilities

Review and approve flows of funds (e.g. loan drawdowns, payment of operating expenses, distributions, etc.) per conditions precedent (“CPs”) for such flow of funds and evaluate whether the presented materials meet each of the required CPs

Perform callbacks to customers to confirm requested transaction activity

Coordinate funding activity with operations teams

Working with senior team members, manage amendment, consent and waiver requests from initial request from borrower, drafting of documentation, coordinating with outside counsels and consultants, and obtaining lenders' approvals

Review compliance documents submitted by the Borrower for completeness and accuracy

Follow up with borrowers for overdue compliance documents

Distribute compliance documents to the bank group

Ensure documents are properly filed and/or placed in safekeeping

Respond to ad hoc information requests from lenders

Qualification

Commercial real estate knowledgeProject finance knowledgeLoanIQ familiarityMS Office SuiteSpanish fluencyOrganizational skillsCommunication skills

Required

Commercial real estate transaction financial structures and legal documentation knowledge

Project finance transaction structures and legal documentation knowledge

Awareness of effects of amendment, consent and waiver requests in terms of credit risks and structures of transactions

Familiarity with Export Finance Agency supported credits

Very strong organizational skills and attention to detail

Ability to balance competing deadlines

Ability to communicate clearly and logically (written and verbal)

2 to 5 years of specialized experience in Financial Services

Required: BA / BS

Business fluency in English required

Preferred

Previously held a position in project finance agency or portfolio monitoring department of a lending institution strongly preferred

Familiarity with LoanIQ a plus

Spanish fluency a plus

Knowledge of Loan IQ a plus

Benefits

Competitive portfolio of benefits

Annual discretionary incentive award

Company

SMBC Group

Glassdoor3.5

SMBC Group is a top-tier global financial group.

Founded in 1590

New York, New York, USA

10001+ employees

https://www.smbcgroup.com/americas

H1B Sponsorship

SMBC Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (160)

2024 (87)

2023 (73)

2022 (44)

2021 (29)

2020 (26)