Liquid Products Underwriter Lending Transactor - Assistant Vice President
Core
Support Senior Lending Transactors in delivering Ultra High Net Worth (UHNW) lending products, focusing on Life Insurance as Collateral and Securities Based Lending facilities.
Role type
Assistant Vice President, Lending Transactor
Builds
Tailored lending solutions for UHNW clients (net worth $50M+)
Domain
Private Banking / Wealth Management
Required skills
Lending origination, credit analysis, due diligence, financial analysis, risk identification, credit memorandum preparation, negotiation, client relationship management, accounting and finance knowledge
Preferred skills
Private Banking Lending experience, formal credit training, advanced degree
Technologies
Bank platforms, Broker Dealer platforms
Responsibilities
Evaluate borrowers and collateral for UHNW lending opportunities; identify key risks and propose structural protections; prepare credit memoranda; draft and negotiate Bank Letters of Interest; manage transaction cycle from approval to funding; meet with clients and prospects to develop relationships; train front-end sales teams on product opportunities
Seniority
Senior, hands-on IC