Senior Financial Relationship Specialist
2 days ago
Job Overview
- This position is responsible for developing and maintaining relationships with middle market companies in Southern California.
The ideal candidate will have a strong background in commercial finance, excellent analytical and communication skills, and the ability to generate significant revenue through new business development and relationship management.
Key Responsibilities:
- New Business Origination: Develop and maintain relationships with assigned clients to generate direct deal flow.
- Relationship Management: Work with portfolio managers to engage with sponsors and borrowers on idea generation and opportunities to expand our relationship.
- Credit Quality: Proactively monitor credit quality of the portfolio through timely financial statement gathering, monitoring client compliance, and taking corrective actions as needed.
- Maintaining Knowledge: Stay up-to-date on industry trends and market conditions that could impact the Sponsor Coverage group and assigned portfolio of relationships and borrowers.
Requirements
- Bachelor's degree in Business, Finance, or related field required.
- Formal credit training preferred.
- 10+ years of commercial financing or equivalent lending experience.
- Established relationships and demonstrated direct origination track record with relevant companies.
- Expertise in negotiating, structuring, and closing complex loans.
- Proven ability to generate significant cross-sell revenues.
Salary Range: $140,622 - $232,026.
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