Chatham Financial
Vice President, Loan Asset Management
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Overview
Job Description:
We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Institutional real estate investors are navigating increasingly complex and evolving debt portfolios, often across fragmented systems. As a Loan Asset Management Vice President, in our Investment Management team, your mission is to bring clarity and structure to that complexity.
You’ll work with some of the most sophisticated commercial real estate clients in the industry, helping them solve challenges in loan reporting, data management, and portfolio analytics. Leveraging our proprietary technology platform, you’ll transform unstructured loan terms into structured, reliable data – enabling streamlined reporting, sharper analytics, and clearer visibility into portfolio performance. You’ll become a trusted partner in helping clients proactively manage their loan portfolios and make more confident, informed decisions.
In This Role You Will
- Lead the onboarding of new clients by translating scattered loan data into structured, actionable models in Chatham’s proprietary technology.
- Design and implement bespoke workflows to track covenant test results, loan reporting, and portfolio analytics.
- Monitor client portfolios for changes like paydowns, drawdowns, and refinancings – and ensure data stays accurate and up to date.
- Prepare dashboards that display key risks, upcoming maturities, and performance trends.
- Build strong relationships with clients through regular calls and proactive insights.
- Collaborate with our technology team to enhance Chatham’s technology offering based on client feedback and evolving market needs.
- Direct report responsibilities, managing people and supporting their career development milestones.
- Train and mentor new team members to ensure consistency and excellence in delivery.
- Provide support and subject matter expertise to Chatham’s Client Engagement Team in pursuing new business opportunities with both existing and new clients, including attending and presenting in client meetings.
- Act as a day-to-day partner to institutional real estate clients, supporting the ongoing management and reporting of complex loan portfolios across multiple jurisdictions and structures.
- Support client onboarding by translating loan data into structured, actionable models within Chatham’s proprietary technology platform.
- Design and maintain workflows for loan reporting, covenant tracking, portfolio analytics, cashflow projections, and financing activities including drawdowns, amendments, refinancings to ensure accurate and timely data.
- Prepare client deliverables, including dashboards highlighting key risks, opportunities, upcoming maturities, covenant positions, and performance trends.
- Build and maintain strong client relationships through proactive communication, providing clear, concise explanations of loan mechanics, and portfolio movements.
- Collaborate with technology and product team to continuously improve platform quality, workflows, and the overall client experience.
- Support senior team members in advising clients and ensure consistency and excellence in delivery.
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The Role Is Ideal For Someone Who
- Thinks like a detective – you enjoy digging into documents, spotting inconsistencies, and solving puzzles others might miss.
- Has a sharp eye for detail and takes pride in getting things right the first time – you know that small oversights can have big consequences.
- Communicates clearly and confidently, especially when translating technical details into client-friendly language.
- Stays calm in ambiguity and adapts quickly to changing client needs.
- Takes ownership of your work and consistently delivers high-quality, reliable results.
- Is energised by collaboration, works well as part of a team and eager to support and learn from others.
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What Success Looks Like In The Role
- You’re confidently modelling loan terms and covenant structures, actively contributing to client conversations, and delivering insights that help clients make smarter, faster decisions.
- You’re independently managing client portfolios, identifying data gaps, and delivering reporting that drives smarter decisions.
- You’re leading client conversations, anticipating needs, and shaping the evolution of our platform through feedback and collaboration.
Contributors To Your Success
- Bachelor’s degree in business, finance, economics, real estate, or a related field.
- 5+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.
- Strong attention to detail and the ability to identify and extract key data from various types of real estate source documents.
- Exposure to commercial real estate loans, with an understanding of their structure, terminology, and financial covenants.
- Excellent communication skills, both written and verbal, with the ability to convey complex ideas and information to clients, team members, and other stakeholders.
- Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyse data and present insights.
About Chatham Financial
Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.
It’s clear ahead.
Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.
We help guide the way—giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.
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