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Senior Portfolio Services Advisor, USG
Привлекательная позиция для опытных финансистов, желающих работать на стыке госсектора и международных финансов. Из минусов — зависимость позиции от присуждения контракта (contingent upon contract award) и отсутствие указанной зарплаты.
Сложность вакансии
Высокая сложность обусловлена требованием 10-летнего опыта работы с кредитными портфелями и необходимостью получения допуска Public Trust. Работа предполагает глубокое знание системы Oracle Loans и специфики государственных финансовых процедур США.
Анализ зарплаты
В объявлении не указана зарплата, однако для позиций уровня Senior Advisor в Вашингтоне, работающих по госконтрактам, рыночный диапазон составляет $120,000–$160,000 в год. Предложение будет конкурентоспособным, если оно попадет в этот интервал, учитывая требования к 10-летнему стажу.
Сопроводительное письмо
I am writing to express my strong interest in the Senior Portfolio Services Advisor position at Dexis. With over a decade of experience in financial management and loan portfolio monitoring, I have developed a deep expertise in administering complex financial transactions, ensuring compliance with loan documentation, and managing intricate billing and collection systems. My background in reconciling compounded interest and preparing precise audit confirmations aligns perfectly with the requirements of supporting US Government agency functions.
Throughout my career, I have demonstrated a high level of proficiency in Oracle Loans and advanced Excel data analysis, which are critical for the reporting and analysis tasks described in the job posting. I am particularly drawn to Dexis's mission of solving global social and economic challenges and would welcome the opportunity to apply my technical skills in finance and accounting to support the U.S. government’s role in international finance and the Paris Club. I am confident that my professional rigor and commitment to inclusiveness make me an ideal fit for your team.
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Описание вакансии
Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world.
At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded.
About the Position
The contractor will support a US Government Agency's budget-related functions and financial management, administering political risk insurance, financing, investment funds, equity, grants and pre-investment programs, and monitoring and maintaining transactions pursuant to the government's policies and procedures for financial monitoring.
Work involves maintaining international finance billing and collection system, preparing automated and special billings in accordance with individual transaction requirements as indicated in loan documents, ensuring timely execution and delivery of billings and payments with borrowers, as well as with third party agents (i.e., fiscal agents, brokers and trustees) as appropriate, including the timely notification, payment amount and verification as detailed in finance agreements, providing loan balances, interest rates, interest accrued, and other financial information to government auditors and interagency stakeholders with the U.S. Government, assisting in preparation of quarterly and ad-hoc reports, engaging in frequent communication with clients to reconcile compounded interest and outstanding. The work also involves active coordination and cooperation with Treasury and State department officials to support the U.S. government’s role in the Paris Club.
This position is contingent upon contract award.
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.
Qualifications
- 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 Qualifications
- 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.
Dexis is on a mission to help solve today’s most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is “find a way or make a way” — that’s how Dexis goes “all in.” How will you?
If you are passionate about this opportunity, apply now!
Only those applicants who meet the above criteria will be contacted for interview.
Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law.
As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.
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Навыки
- Excel
- Risk Management
- Accounting
- Finance
- Auditing
- Financial Management
- Portfolio Management
- Oracle Loans
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