Jordan Willard
Niagara Falls,NY
Summary
Experienced Senior Associate with a flexible and analytical approach to solving problems. Decisive leader driven to optimize processes and streamline operations for team efficiency.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Senior associate - Credit and Structured products
Alter Domus
01.2023 - Current
- Manage end-to-end onboarding and ongoing servicing for six alternative investment clients, including four direct lending clients and two CLO portfolios.
- Oversee operational support for 13+ direct lending portfolios comprising each of more than 100 underlying loan positions, ensuring accurate portfolio administration, reporting, and cash reconciliation.
- Serve as the primary point of contact for clients, agent banks, relationship managers, asset management, and technology teams to deliver customized operational and reporting solutions.
- Manage the Credit & Structured Products team’s highest-revenue client relationships, consistently maintaining strong client satisfaction through proactive service and tailored solutions.
- Lead, mentor, and develop a team of four associates, directly onboarding and training three of them who subsequently advanced from Associate I to Associate II under my leadership.
Assistant Vice President of Syndicated Commercial Loans
M&T Bank
09.2020 - 01.2023
- Coordinated principal, interest, fee, and escrow payments between borrowers and 200+ participant banks, ensuring timely and accurate transactions.
- Managed servicing activities for a portfolio of 70+ syndicated and participated commercial loans, enhancing loan compliance and borrower satisfaction.
- Collaborated with relationship managers to maintain loan pricing and benchmark rate updates, aligning with market trends and client needs.
- Onboarded four new associates remotely during the COVID-19 pandemic, accelerating team productivity and reducing training ramp-up time.
- Developed comprehensive training materials and delivered instruction on departmental systems, processes, and loan administration procedures.
- Assisted management in leading team meetings and supporting integration activities during the People’s Bank merger.
Education
Bachelor - Finance
State University of New York at Fredonia
Fredonia, NY 08.2015 - 05.2019
Skills
- Portfolio administration
- Project coordination
- Client relationship management
- Loan servicing
- Team leadership
- Microsoft office
Timeline
Senior associate - Credit and Structured products
Alter Domus
01.2023 - Current
Assistant Vice President of Syndicated Commercial Loans
M&T Bank
09.2020 - 01.2023
Bachelor - Finance
State University of New York at Fredonia
08.2015 - 05.2019