Liquid Products Underwriter Lending Transactor - Assistant Vice President
Core
Support Senior Lending Transactors in originating and underwriting Ultra High Net Worth lending opportunities, specifically focusing on Life Insurance as Collateral and Securities Based Lending.
Role type
Assistant Vice President, Lending Transactor
Builds
Tailored Lending product platform for Ultra High Net Worth clients
Domain
Private Banking / Wealth Management Lending
Required skills
Lending origination, Credit analysis, Financial statement analysis, Collateral valuation, Credit risk assessment, Credit memorandum preparation, Loan structuring, Negotiation, Client relationship management, Regulatory compliance
Preferred skills
Private Banking Lending experience, Advanced degree, Formal credit training
Technologies
Bank platforms, Broker Dealer platforms
Responsibilities
Evaluate borrowers and underlying collateral for lending opportunities; Identify key risks and propose structural protections; Prepare credit memoranda outlining transaction terms; Draft and negotiate Bank Letters of Interest; Manage transaction cycle from approval to closing; Meet with clients and prospects to develop relationships; Train front-end sales teams on product opportunities.