Account Executive, Asset Manager - Specialty Finance Lending
Core
Manage a portfolio of loan facilities within Specialty Finance Lending, serving as the primary interface for clients and investors to oversee loan administration, risk monitoring, and transaction execution.
Role type
Account Executive (Asset Manager)
Builds
Loan facilities and structured finance transactions for specialty finance clients
Domain
Specialty Finance Lending / Equipment Finance
Required skills
Loan administration, risk monitoring, covenant compliance, legal documentation coordination, financial reporting, credit underwriting support, syndication support, stakeholder management
Preferred skills
MBA, advanced Excel skills
Technologies
Microsoft Excel
Responsibilities
Lead administration of assigned loan facilities including documentation and closing; Coordinate advance/paydown requests and covenant compliance; Manage loan amendments, renewals, and restructurings; Act as primary contact for clients, agent banks, and co-lenders; Prepare borrowing base and servicer reports; Facilitate due diligence and annual audits; Advise management on operational and credit risks; Support syndication activities and cross-sell initiatives.
Seniority
Mid-Senior level, hands-on IC