What are the responsibilities and job description for the Associate position at Oxford Finance, LLC?
Portfolio Associate (Healthcare Services) Alexandria, VA
Description:
Oxford Finance is currently seeking Portfolio Associate candidates for its Healthcare Services lending group. Candidates should be recent Finance or Accounting graduates with 3 years of relevant professional experience in financial services, banking, or accounting looking to build their career with a fast-paced and growing financial services company. Portfolio Associates work closely with Oxford’s experienced senior portfolio team managing client relationships and administering loan activity for a portfolio of asset-based, real estate and cash flow loans in a team oriented environment.
Oxford Finance is a sophisticated customer-focused lender that excels in situations requiring extraordinary service, a high level of creativity, insight and speed. Oxford is an equal opportunity employer offering an excellent compensation package including bonus potential and generous benefits.
Primary Responsibilities:
· Work closely with Oxford team to manage a portfolio of healthcare asset based revolving lines of credit and real estate term loans
· Direct client contact – Respond to client requests and obtain required reporting items from borrowers
· Analyze financial and collateral reports
· Monitor borrower performance and compliance with the loan agreement
· Monitor insurance, real estate tax and other borrower obligations
· Create, maintain, and ensure accuracy of internal and external credit reporting items
· Identify and address portfolio credit issues; draft and present credit memos as applicable
Requirements:
· Bachelor’s Degree in Finance or Accounting
· 3 years relevant professional experience
· Excellent Microsoft Excel skills (VBA experience preferred)
· Financial modeling experience
· Strong analytical and communication skills
· Writing skills (sample may be requested)
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Education:
- Bachelor's (Preferred)
Work Location: One location