Loan Data Analyst/ FMS (Financial Management System) Client Relationship Manager Job in Kraków, Malopolskie Poland
Join a team that is making a difference.
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Job summary
We are looking to hire a select group of people who will thrive in our culture and make a significant impact over the long term. Before we examine specific skill sets, we filter candidates for their ability to contribute strongly in a team environment, their love of learning and their track record of demonstrated drive, determination, and academic/professional accomplishment throughout their lives. Most critically, we are looking for individuals who want to make a long-term commitment to Chatham. We make a substantial investment in each of our employees, and we hope that each Chatham team member will be a lasting and integral part of our future growth and success.
We are currently looking for Loan Data Analysts to expand our FMS (Financial Management System) team. FMS is a relatively new service offering for our clients. Demand for this service has been growing rapidly and we’re looking for individuals who can help us onboard new clients and service existing clients.
Technical Responsibilities
Managing debt/loan financial data
FMS is a powerful set of web-based analytical tools and reporting features combined with professional advisors on whom our clients depend for managerial and financial accounting purposes.
- Team members will be responsible for working with our clients’ commercial real estate loan contracts. They will interact directly with clients to find missing information and ensure that all transaction details are accurate and complete.
- Each team member will employ Chatham’s internal software to capture relevant information.
- Meeting client reporting timelines is critical, and likewise the ability to multi-task and prioritize.
Handle challenging data management issues
Compiling and capturing the complete picture of a client’s debt is challenging because:
- Loan documents are challenging legal contracts that require time and experience to gain proficiency and expertise. But once these skills are gained, they become highly valuable in our industry.
- Often clients’ data resides in disparate systems, spreadsheets and notebooks across their company. Our clients love the fact that we can manage and centralize their loan information in one place.
- The picture of a client’s balance sheet is often a moving target as they refinance existing loans, issue new debt, make new investments, or prepay existing loans. Therefore, we need to develop ongoing relationships with clients to help ensure that the data in our system remains current.
Bringing new clients on board
When bringing a new FMS client into Chatham, the loan data analyst will serve as a “financial detective” and:
- Work directly with clients to understand and model their loan portfolios in the Chatham system.
- Identify omissions and inconsistencies in client data and work with our clients to resolve issues.
- Generate financial calculations for all loans using the Chatham system and reconcile them with existing client reports and documentation.
- Using various FMS reports, reconcile with the client at the balance sheet level so that the FMS system accurately reflects the client’s loan profile.
- Undertake client-facing activities including introducing our financial management system's value proposition to prospective clients, supporting a focused approach to the development of client relationships as well as organizing and leading training sessions on how to use the system.
- Work with clients on an ongoing basis to:
- Maintain the accuracy of their data
- Capture refinancing and hedging assumptions for budgeting and forecasting
- Understand new system requirements and communicate them with the team
Growth Path
It is our desire to see every Chatham team member grow into a greater range of responsibilities and depth of expertise over time. A motivated team member can grow into an expert in loan contracts, a highly valued area of specialization that can be leveraged in many transactions in real estate and corporate finance. Team members also become expert client managers, working through many challenging issues over the course of long-term client relationships. Team members should also aspire to understand the linkage between real estate finance and Chatham’s risk management business, which will result in a deep understanding of many financial instruments and their use. Our goal is to develop you so that you can assume greater responsibility and positively influence those around you.
Requirements
Degrees in accounting, finance, economics, or specializations that require a good amount of reading with emphasis on analysis of data seem to be a good fit, but we are open to any university specialization as long as the individual possesses the ability to focus on details meticulously while understanding the big picture. Prior experience in economics or finance is not required.
However, some basic criteria are:
- Excellence with numbers and mathematics
- Capacity for meticulous detail-oriented work
- Problem solving skills and a deep intellectual curiosity
- Excellent written and spoken verbal skills; the legal terminology in real estate loan contracts can be highly technical and difficult to decipher
- Exceptional ability to think logically and conceptually
- Ability to organize and prioritize many evolving and growing responsibilities
- Ability to build and maintain client relationships
- Strong customer service orientation
- Drive, determination, and outstanding academic and/or professional accomplishments
- High proficiency in written and spoken English. All of our business is conducted exclusively in English.
Chatham Financial
Chatham Financial is the largest independent interest rate and foreign exchange risk management consulting company, with offices in the USA, UK, Singapore and Poland. Our 200+ professionals provide a full range of capital markets advisory services, annually advising more than 1,000 clients on over 8,000 transactions and executing 5 billion worth of transactions on behalf of our clients. As a global consulting firm, we are committed to bringing fairness and transparency to financial markets. We believe in investing in our people and building long-term relationships with each of them; consequently, our firm has generally experienced low employee turnover since our founding in 1991.
Company Values
Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity and hard work. We always strive to do what is right, just, and fair, even when no one is looking. We would rather be governed by principles than rules. We believe leadership should be gained through influence and personal character, not by title. As a result, we have a non-hierarchical, team-oriented organization.
Our interview and employment process is designed to attract people who can constantly embody these core values. Every Chatham employee must be completely trustworthy, possess high ethical standards, be a great team player, and have a desire to serve others.
The Krakow, Poland Office
The Krakow Office, founded in June 2007, is not an outsourcing center. It is an integral part of the Chatham worldwide organization, involved in intellectually challenging and highly impactful work. Team members in our Krakow Office work closely with the U.K., Asia and U.S. teams and are valued by them as equals.
For more information please visit our web site at www.ChathamFinancial.com.
If you are interested in joining us please send your CV and cover letter in English along with your GPA (Grade Point Average) to the following address:
polandrecruiting@chathamfinancial.com.
Please include the name of the position you are applying for in the subject line of the e-mail. We would be more than happy to answer any questions you might have so please do not hesitate to contact us.
Please attach the below clause to your application:
Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w mojej ofercie pracy dla potrzeb niezbędnych do realizacji procesu rekrutacji przez Chatham Financial Sp. z o.o. zgodnie z Ustawą z dn. 29.08.1997 r. O Ochronie Danych Osobowych (Dz.U. nr 133 poz. 883).