Carry out the assessment of Originator / Servicer to meet the bank’s TMRAC to undertake PTC transactions.
Understanding originator business, portfolio and data gathering for underwriting process.
Preparation of Pre-screener on the Originator / Servicer if it is NTB
Preparation and submission of Credit Memo to RMG
Undertaking assessment on Originator’s portfolio cuts data to arrive at a pool selection parameters to carry out PTC transaction.
Undertaking pool assessment which is cheery picked from the originator’s submitted pool.
Liaising with rating agency/trustee/originators for data requirements for undertaking assessment on shortlisted pool.
Assisting RM in execution of entire PTC transaction.
Monitoring the monthly payout report as submitted by the trustee.
Support RM to carry out pool due diligence pre/post transaction execution.
Highlighting any early warning signs of the PTC portfolio to the RMs.
Manage the existing portfolio of all clients for the designated relationship teams.