Director, Investment Management

4 months ago

Calgary, Canada MCAP Full time

**Director, Investment Management**

**MCAP at a Glance**

Joining MCAP means you will be a part of our diverse workforce of highly talented individuals who are recognized for their expertise and success At MCAP, your professional expertise, commitment to teamwork and passion for service excellence are recognized and rewarded with competitive total rewards offering, a career with continuous learning and development (formal & informal training), and exciting opportunities in a dynamic, entrepreneurial environment.

**The Role**

This position is primarily accountable for responsible file management throughout the life of a loan (including underwriting as required), requiring a close relationship with Investors, Borrowers and other key consultants. The role will also involve oversight of the underwriting group and work closely regional funding team.

**Key areas of responsibility include**:
1) Fostering and expanding Central West’s investor lending relationships with an eventual focus on bringing these relationships to a national level.

2) Ensuring excellent credit/underwriting quality by identifying and mitigating credit risk, ensuring pricing is commensurate with risk and that loan submissions & commitment letters are complete and accurate in compliance with MCAP’s standard underwriting policies.

3) Providing responsible management of the portfolio through review & sign-off of advances, review & execution of commitment letters and other key documents, as well as overseeing all reporting requirements to Investors.

4) Assist Investment Management with the negotiation and finalization of inter-lender / servicing agreements as well as problem loans and investor/Borrower challenges.

Consistent communication between investors and the regional production teams will be a key part of the role, including deal presentation, managing investor responses and providing portfolio / market updates. The role will also require an excellent understanding of the investor’s appetite and lending criteria.

**Funding Capacity Growth**
- Establish, via executed servicing/interlender agreements, accretive investors including Credit Unions and other target capital sources.
- Arrange and participate in MCAP presentations with targeted capital sources.

**Regional Underwriting & Credit Oversight**
- Assess, train and work with Analysts and Advisors to ensure there is a solid understanding of the deals and risks are identified and soundly mitigated.
- Review all Term Sheets & Loan Submissions prepared by the regional branch to ensure that the credit risk is adequately identified, assessed and mitigated and that pricing is commensurate with risk. The review shall also ensure that the underwriting is complete & accurate.
- Verify compliance with the various strategic investors’ loan eligibility and portfolio criteria.
- While the position is not responsible for all presentations & interaction with third party investors, the position will review all Term Sheets & Financing Requests prior to submission to Third Party lending investors to ensure quality and completeness of the underwriting.
- Review and execute Commitment, Renewal and Amendment Letters, as well as legal documentation. Ensure that the documentation is prepared in accordance with the approved loan submission and investor approval minutes.
- Responsible for loan syndications, including review of all servicing agreements, inter-lender agreements and other documentation relating to the syndication.
- Ability to analyze financial data and ensuring the information is reported in a clear and concise format, allowing for ease of analysis. Included in this function would be an examination of financial statements, development and construction budgets, cash flow projections, supply & demand analysis and market/industry reports.
- Evaluate any amendments or changes requested by Borrowers in the assigned portfolio by addressing the strengths & weaknesses of the proposed amendments/changes and making a recommendation to the Investor.
- Assist in establishing, keeping up to date and verifying compliance of credit policies and procedures for the Development Finance Group. Update and revise credit policies of the Policy and Procedures manual as needed.
- Oversee the preparation of required monthly reports (i.e. matured loans, arrears and non-performing loans) and the monthly cash flow reporting for strategic investors (as required).
- Oversee completion and submission of the Quarterly Loan Status Report to strategic investors, including review of the LSR on a conference call (as required).

**Loan Funding & Portfolio Management**
- Work closely with the Manager of Funding and the regional Funding team to ensure that loans are performing in accordance with the loan approval and Investor expectations. The position is responsible for reviewing first advances, including review of conditions precedent to funding, and reviewing monthly progress draws.
- Make well-reasoned and logical

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