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Manager, Loan Portfolio Diligence – Debt Advisory
Interpath Advisory. Manage and deliver loan-level due diligence, re-underwriting, and data verification for private securitisation transactions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan-level due diligence, credit risk assessment, and structured finance, with a strong focus on project management and team leadership. Proven ability to build client relationships and enhance internal methodologies while ensuring adherence to underwriting standards.
Highest-signal resume keywords
Loan Portfolio AnalysisCredit Risk AssessmentStructured FinanceProject ManagementTeam Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Due DiligenceRe-UnderwritingData VerificationCredit File ReviewUnderwriting StandardsAUP TestingInvestor ReportingCredit AssessmentDebt StructuresReporting Requirements
Soft Skills
Excellent CommunicationDetail-OrientedProactive Problem-SolvingSelf-MotivatedCollaborative
Industry Keywords
SecuritisationLending PoliciesPortfolio CharacteristicsClient-Facing EnvironmentBusiness DevelopmentThought LeadershipInternal MethodologiesTraining Materials
About the role
Key responsibilities & impact- Manage and deliver loan-level due diligence, re-underwriting, and data verification for private securitisation transactions.
- Review and interpret credit files, servicing data, and loan documentation to assess credit quality and adherence to underwriting standards.
- Oversee the review of lending policies, assessing alignment with portfolio characteristics and credit risk appetite.
- Take ownership of AUP testing for public securitisations, including planning, execution, and quality control.
- Manage and mentor junior team members.
- Oversee investor reporting reviews, assess accuracy, and produce recommendations for improvements in discussion with clients.
- Act as a key client contact during transaction delivery, building relationships and ensuring clear communication.
- Coordinate with internal teams and external stakeholders on scopes of work, project timelines, budgets, and deliverables.
- Contribute to business development efforts, including creating thought leadership materials.
- Support development of internal methodologies, tools, and training materials.
Requirements
What you’ll need- Typically 4–6 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation.
- Strong background in underwriting or credit assessment, either in professional services or within a lending institution, is highly relevant.
- Proven experience managing projects and teams in a fast-paced, client-facing environment.
- Understanding of structured finance debt structures and familiarity with reporting requirements.
- Self-motivated, with excellent communication and a strong desire to grow and develop others.
- Detail-oriented with a proactive problem-solving approach.
- Ability to work both independently and collaboratively in a team setting.
- Commitment to professional development and continuous learning.