This is a front office corporate lending role at an established financial institution. The position spans the full transaction lifecycle from origination and underwriting through portfolio monitoring and client relationship management with product exposure across syndicated facilities, bilateral loans, fund finance, leveraged finance, deposits, and treasury services. It's a strong opportunity for a candidate who wants a seat at the table on both the credit and business development sides, with room to grow within a collaborative team environment.
RESPONSIBILITIES
Conduct financial spreading, credit risk analysis, and industry/market research to support transaction underwriting across a diverse corporate lending portfolio including fund finance and leveraged finance
Prepare credit reports and recommendations in coordination with account officers and credit risk teams, presenting to approval committees
Manage a portfolio of accounts including KYC maintenance, post-lending monitoring, interim and annual financial reviews, and collateral management
Partner with account officers to identify client credit needs, determine appropriate product solutions, and maintain an active client calling schedule
Support origination efforts by analyzing product pricing, tracking pipeline activity, identifying cross-sell opportunities, and improving wallet share and risk/reward ratios
Coordinate with operations teams to support transaction onboarding and ongoing portfolio management
Ensure full compliance with internal credit risk, KYC/AML, BSA, OFAC, and Patriot Act requirements;detect and escalate red flags or unusual activities as appropriate
Develop new products and onboard new customers in alignment with the institution's risk appetite
Stay current on industry trends, market developments, and regulatory changes;participate in training and professional development activities
Coach and mentor junior colleagues, supporting their development in credit analysis and client management
Numbers & Facts
Location
New York, NY
Skills
Business Developmentunmatched
Coachingunmatched
Credit Analysisunmatched
Credit Reportsunmatched
Credit Riskunmatched
Cross-Sellingunmatched
Customer Relationship Management (CRM)unmatched
Develop and Maintain Customersunmatched
Financeunmatched
Industry/Trade Analysisunmatched
Investment Managementunmatched
Know Your Customer (KYC)unmatched
Loan Collateralunmatched
Loan Fundingunmatched
Loansunmatched
Maintain Complianceunmatched
Market Researchunmatched
Market Trend Analysisunmatched
Marketing/Sales Collateralunmatched
Mentoringunmatched
Needs Assessmentunmatched
Onboardingunmatched
Operational Supportunmatched
Product Developmentunmatched
Product Pricingunmatched
Regulationsunmatched
Relationship Managementunmatched
Reporting Skillsunmatched
Riskunmatched
Risk Analysisunmatched
Sales Managementunmatched
Sales Prospectingunmatched
Team Playerunmatched
Treasuryunmatched
USA PATRIOT Actunmatched
Underwritingunmatched
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