• Continuous reassessment and evaluation of processes • Act as single point of contact for key client relationships • Collaborate with operations and analytics teams to meet client objectives and deliverables • Collaborate with Business Development/Sales to secure new client mandates • Interpret CLO indentures, credit agreements and various other structured finance documentation • Manage client onboarding including account opening process, KYC procedures and documentation review • Calculate and verify compliance testing and waterfall calculations • Perform and interpret hypothetical trade testing • Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities • Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved • Exposure across entire lifecycle of servicing loan clients including account setup, KYC procedures, global asset setup & maintenance, notice processing, warehouse reporting, CLO / Compliance Reporting & waterfall payments • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite • Identify risk-related issues needing escalation to management • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable • Complete other related duties as assigned