Senior Manager, Credit Administration - Global

Root Capital

Root Capital

Posted on Friday, June 23, 2023

About Root Capital

Root Capital invests in the growth of agricultural enterprises so they can transform rural communities. These businesses purchase crops such as coffee, cocoa, or grains from smallholder farmers. With growth, they become engines of impact that can raise incomes, create jobs, empower women and young people, sustain peace and preserve vulnerable ecosystems.

Root Capital supplies these businesses with vital resources: access to capital, trade and technical partners, financial training and conservation practices. We work in hard-to-serve geographies where others don’t. To date, we’ve loaned $1.8 billion to improve the lives of ten million people in farming communities.

Headquartered in Cambridge, Massachusetts, Root Capital currently has associated offices in Costa Rica, Mexico, Nicaragua, Colombia, Peru, Ghana, and Kenya.

Position Overview

The Sr. Manager’s primary function is to support the Sr. Director of Credit Administration oversee Root Capital’s credit administration function worldwide. This includes ensuring documentation and loan closings are done in accordance with approved loan terms, local regulations, and Root Capital policy and procedures, loan servicing that ensures excellent customer service, maintaining documentation templates, departmental procedure manuals and databases of third part service providers, and proactively participating in continuous improvements to policy and procedures. This role will support two regional managers overseeing Africa and Indonesia, and Latin America, respectively. The Sr. Manager will work closely with the Sr. Director of Credit Administration in coordinating the preparation of training materials for the required training the department delivers to the Lending and Risk Management Teams and other pertinent topics prioritized each year, and leading the effort to work with other members on the team to document internal departmental procedures in a manual. The position is remote, with a preference of the Sr. Manager being based in Cambridge, MA or the Washington DC area.

Primary Responsibilities

General Support in Loan Documentation and Closing

  • Review loan and related security documents drafted in the regions, often using internal and pre-approved templates
  • Ensure loan documents drafted by regional credit administration associates, regional managers, or local counsel are drafted in accordance with approved terms and Root Capital lending policy.
  • Draft loan documents for complex cases, as requested, and with the support of the Sr. Director of Credit Administration and General Counsel.
  • Oversee loan servicing and ensure compliance with loan terms, as well as excellent customer service.

Development and Maintenance of Loan Document Templates and Credit Administration Manuals

  • Collaborate with Root Capital’s General Counsel and the Sr. Director of Credit Administration to maintain up-to-date template loan documents and notices.
  • Actively participate in the process to develop, maintain and continuously improve Root Capital’s Credit Administration Process Manual.
  • Collaborate with Credit Administration Regional Managers to ensure that Root Capital’s standard loan agreement templates utilized in assigned sub-region and locally drafted documents are updated to reflect any relevant revisions to credit policy and reflect learnings from recent legal opinions and questionnaires.
  • Collaborate with Credit Administration Regional Managers to ensure Lending Country Guides are kept up to date and reflect any relevant revisions to credit policy and reflect learnings from the lending and risk team and recent legal opinions and questionnaires.

Lending Policy and Procedure Improvement and Related Training

  • Participate in the development, review and continuous improvement of lending policy and processes.
  • Lead the development of training material and coordinate the delivery of required KYC training, and other prioritized Lending Policy and Procedures as they relate to the functions overseen by Credit Administration.

Third Party Lending and Guarantees

  • Support Credit Administration Team to ensure compliance with unique covenants and reporting requirements of individual guarantee facilities, intercreditor and participation agreements, and syndicated loans.
  • Review regular reports and claims related to third party guarantees that Credit Administration is responsible for producing, as required.


  • Support regional workout and collections staff with the preparation of default and other client notices.

Preservation of Loan Documents and Files

  • Ensure proper execution, management, and custody of electronic and original loan documents originating in Indonesia.


  • Banking experience, preferred or a Bachelor’s Degree with coursework in finance, accounting; Masters or Law degree, a plus
  • Five to Seven years of experience in loan documentation and closing, required
  • Advanced or skilled user of Microsoft Word and Excel
  • Fluency in English and Spanish is required and French is a plus
  • Self-motivated to work independently
  • Evidence of a strong customer service commitment
  • Strong organizational and communication skills with an ability to manage and accomplish multiple tasks in an agreed time-frame through effective prioritization of duties
  • Ability to work with a diverse team spanning several international offices, and a good sense of humor
  • Commitment to Root Capital’s mission
  • Attention to detail is a must!
  • Authorization to work in the US, Peru, Mexico or Costa Rica
  • Ability to travel (maximum twice/year) to rural regions of developing countries where Root Capital operates and 2-4 times/year domestically for team meetings and conferences.

Root Capital provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, creed, religion, sex, national origin, ancestry, active military or veteran status, age, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), sexual orientation, gender, gender identity, gender expression, genetic information, or any other characteristic protected by law. Root Capital is committed to creating a dynamic work environment that upholds our leadership principles of: empowerment, equity, integrity, service, and transparency.

To apply, please submit the form below.