
Associate/Senior Associate, Credit Operations
- Philadelphia, PA
- Permanent
- Full-time
- Administer and service private credit loans, including fund management and borrower interaction.
- Proactively monitor loan portfolios to ensure compliance with loan agreements and covenants.
- Prepare and deliver daily, monthly, and quarterly reports to internal and external stakeholders.
- Process loan drawdowns, repayments, and other transactions as required.
- Reconcile loan accounts and resolve any discrepancies promptly.
- Collaborate with portfolio managers, investment teams, and other departments to address inquiries and provide support.
- Maintain accurate and up-to-date loan documentation and records.
- Assist in the preparation of audit materials and respond to audit inquiries.
- Continuously seek opportunities to streamline processes and improve operational efficiency.
- Coordinate funding requirements with the Treasury team; Support the Treasury Desk with its daily requirements to accurately manage its cash and funded positions.
- Bachelor’s degree in finance, accounting, business administration, or a related field.
- 3-8 years of previous experience in loan operations, servicing, or financial services, preferably within private credit or alternative investments.
- Strong analytical and problem-solving skills with high attention to detail
- Prior experience supporting Evergreen investment vehicles
- Familiarity with Allvue Credit applications
- Excellent organizational and time management abilities
- Must be comfortable working within strict daily reporting timelines and consistently delivering accurate results under time-sensitive conditions
- Effective communication skills, both written and verbal
- Ability to work independently and collaboratively within a team
- Previous managerial experience a plus for the Senior Associate level role