Credit Administration and Risk Management
While analyzing covenants and data, we work with borrowers and servicers to develop independent borrowing bases that are compliant with conditions precedent to funding.
We deliver real-time, streamlined deal and composite performance dashboards to your investment professionals and deal teams so that they leverage time while monitoring more deals with greater granularity.
Covenant Tracking – Preparation and monitoring of covenants, including financial statements, compliance certificates, and audits
Borrower Outreach – interact with client creditors for monitoring and addressing risk factors, thus relieving investment professionals
Collateral Administration – Loan setup with cash flow modeling, asset tracking, and document management
Portfolio Analytics – Interactive dashboards, reports, reconciliations, and cash flow monitoring (actual vs. projected), identifying risk and potential performance issues and trends
Workout and Event Management – Amendment documents, consents, and waivers; assist with defaults, distressed workouts, and restructuring efforts
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Contact Info
327 Plaza Real, Suite 320 | Boca Raton, FL 33432
(954) 938-3000
info@bostonportfolio.com