Associate, Client Success, Sotheby’s Financial Services
Core
Associate in Client Success team responsible for underwriting, credit analysis, and ongoing management of the U.S. managed Sotheby's Financial Services loan portfolio.
Role type
Associate, Client Success (Financial Services / Art Lending)
Builds
Loan portfolio management and credit execution for art and luxury object financing
Domain
Financial Services / Art Lending / Luxury Goods
Required skills
credit analysis, transaction evaluation, risk assessment, collateral management, credit memo preparation, client liaison, portfolio monitoring, compliance management, financial acumen, presentation development (via careerplan.io/jobs/6147153004-associate-client-success-sothebys-financial-services-at-sothebys)
Preferred skills
art market experience, automotive industry experience, Salesforce proficiency, second language fluency
Technologies
Salesforce
Responsibilities
Critically assess borrower, collateral, and operational risks; analyze and evaluate proposed collateral using market data and auction results; lead preparation of credit approval memos; coordinate with auction house departments for diligence; independently liaise with clients to gather supporting documentation; monitor active loan portfolio to minimize default risk; manage deals from initial diligence through funding and repayment; drive on-time renewals; present underwriting recommendations and portfolio updates to senior leadership and clients.
Seniority
Associate, entry-level professional