Senior Vice President, Portfolio Management – Specialty Finance Lending

• Gather and analyze all relevant financial data for, often high value, clients or prospects
• Model future financial performance of clients and prospects
• Demonstrate leadership in structuring transactions
• Viewed as a value-add financial advisor by the client/borrower
• Perform enhanced leveraged cash flow due diligence
• Prepare a thorough credit underwriting document identifying credit risks and mitigants
• Ensure compliance with all relevant regulations
• Manage the approval process for lending commitments, amendments, waivers, and consents
• Monitor accounts/ongoing financial performance of portfolio to track covenant compliance
• Establish and maintain direct client relationships

Requirements

• Minimum 5 years of commercial underwriting, credit, banking and/or financial services experience (required)
• Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (preferred)
• Master's Degree MBA (preferred)
• Competent with Microsoft Office
• Strong competence in financial analysis and modeling (required)
• Strong ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required)
• Proficient in structuring meaningful and appropriate financial covenants for syndicated debt facilities (required)
• Experience managing the left lead /administrative agent role in complex syndicated deals (required)

Core Competencies

Demonstrates expertise in financial analysis, modeling, and underwriting, with a strong focus on compliance and client relationship management. Proven ability to structure financial covenants and manage complex syndicated deals effectively.

Highest-signal resume keywords

• Financial Analysis
• Financial Modeling
• Commercial Underwriting
• Credit Risk Assessment
• Syndicated Debt Structuring

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Financial Modeling
• Credit Underwriting
• Data Analysis
• Covenant Structuring
• Due Diligence
• Transaction Structuring
• Credit Risk Mitigation
• Portfolio Monitoring
• Client Relationship Management

Soft Skills

• Leadership
• Communication
• Synthesis of Information
• Client Advisory

Industry Keywords

• Commercial Banking
• Financial Services
• Syndicated Deals
• Regulatory Compliance
• Creditworthiness Assessment

Tools & Technologies

• Microsoft Office