Director, Transaction Management - Lender Finance

Full-time - Senior

Remote - Pennsylvania, AL

Credit Intermediation and Related Activities

About the position

Lender Finance originates both recourse and non-recourse transactions for commercial and consumer specialty finance companies. This line of business focuses on driving growth in revenue and assets for the bank, leading newly structured transactions as well as participating in other banks' transactions. The Director, Transaction Management - Lender Finance is responsible for working with internal partners to underwrite new transactions and manage an existing book of business. This role balances supporting the Commercial Bank's growth while ensuring a scalable, well-managed business.

Responsibilities

• Manage relationships with new and existing Lender Finance customers in concert with both the Lender Finance Origination and Portfolio Management teams.
• Support negotiations between the Originator and the customer as well as reviewing/ commenting on outside-counsel prepared documentation.
• Work with Originators and Portfolio Managers to manage any necessary amendments and waivers to existing transactions.
• Conduct research using numerous resources available, distilling key themes and conclusions into concise summary form for presentation purposes.
• Prepare previews and underwrite new opportunities with assistance from the Lender Finance Originators and Portfolio Managers.
• Create Capital Allocation Memos, manage BSE (ROE process) with the applicable Lender Finance Originator and manage KYC process for new and existing transactions.
• Manage due diligence meetings and requirements for existing deals.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in finance, accounting, economics or related field
• Completion of formal credit training
• 7+ years of direct asset-backed finance underwriting experience including experience with financial modeling

Nice-to-haves

• MBA preferred
• Proficiency using Microsoft Word and Excel
• Strong written and verbal communication skills
• Highly motivated with desire and ability to excel in a team and individual work environment

Benefits

• Health insurance coverage
• Wellness program
• Life and disability insurance
• Retirement savings plan
• Paid leave programs
• Paid holidays
• Paid time off (PTO)