About the Role
Lead Brio’s loan servicing and onboarding team, directing day-to-day operations for a diverse and expanding portfolio of complex debt investments secured by commercial real estate. This client-facing role requires strong leadership, exceptional attention to detail, and a constant sense of urgency.
Responsibilities
- Ensure the team’s review of asset collection information from servicers is accurate and aligned with system accrual; direct timely follow-up on missing payments and sound judgment on the reasonableness of any accrual breaks.
- Direct the comparison of credit facility lending invoices to the system of record, ensuring discrepancies are resolved prior to release of payment.
- Provide final review and approval of monthly and quarterly servicer remittance information booked into the system by the team.
- Oversee the review of payoff information prior to repayments, ensuring timely repayment to financing counterparties, receipt of net remittance, and accurate recording of payoff activity within the system.
- Oversee wire memos for borrower draws, counterparty expenses, and intercompany funds movement, serving as the senior escalation point for exceptions.
- Own the daily reconciliation of cash activity to the activity recorded in the system, ensuring discrepancies are caught and resolved.
- Lead new loan pre-close meetings with the Blackstone team, direct the review of legal documentation, and ensure full onboarding of new asset and liability positions into the system.
- Direct the review of complex loan modification and maturity extension documentation, ensuring new terms are accurately recorded in the system.
- Serve as the senior point of contact for servicers, Blackstone asset managers, and financing counterparties, resolving escalated and complex issues.
- Manage the coordination and quality of work performed by the BREDS offshore operations team and its integration into Brio workflows.
- Ensure timely facilitation of KYC requests from servicers and financing counterparties.
- Review, finalise, and present monthly and quarterly investment portfolio analytics to senior management.
- Lead bi-weekly team calls and represent the team at weekly investment vehicle meetings with the broader Blackstone team.
- Manage, mentor, and develop a team of associates, setting priorities, allocating workload, and driving process improvement across the function.
Requirements
- Bachelor’s degree in finance, accounting, real estate or related discipline required (CPA or MBA a plus).
- 8+ years of experience in public accounting, Loan Servicing, Commercial Real Estate, or related portfolio accounting, ideally gained at a smaller, specialised firm.
- Proven people management experience, with a track record of building, mentoring, and holding teams accountable to high standards.
- High standards and ability to meet time sensitive deadlines.
- A self-motivated leader with a strong work ethic and attention to detail.
- Proactive and personally accountable; willing to take ownership of team outcomes.
- Adaptable and decisive; sets and adjusts team priorities as needed.
- Strong written and verbal communication skills, including with senior stakeholders.
- Strong leadership skills; able to lead and motivate a team in a fast-paced, results-oriented work environment.
- Excellent organizational and project management skills.
- Flexibility to adapt to evolving business strategies, depending on market dynamics.
- Adept in navigating and simplifying complex matters of law.
- Extensive contract review and negotiation experience.
- Experience in a variety of real estate finance matters (senior loans, mezzanine loans, intercreditors, securitisations, etc.).
- No visa sponsorship applicable for this role.
Skills
- Leadership
- Attention to detail
- Urgency
- Loan servicing
- Onboarding
- Debt investment analysis
- Commercial real estate finance
- Financing structures
- Asset and liability onboarding
- Draw funding facilitation
- Waterfall review
- Portfolio analytics
- Quality control
- Reconciliation
- Wire memo oversight
- KYC facilitation
- Contract review
- Contract negotiation
- Real estate finance
- Written communication
- Verbal communication
- Organizational skills
- Project management
Location
- London, UK
Work Type
- Hybrid
Experience Level
- 8+ years
Education Level
- Bachelor's degree
Benefits
- Salary Sacrifice Pension Scheme
- Private medical & dental insurance
- Birthday Leave
- Discretionary bonus scheme
About the Company
- Located within the iconic Shard our office space reflects who we are and how we work, with collaboration and efficiency in mind.
