Financial Services Leader for Fintech Companies

1 month ago


San Francisco, California, United States First Citizens Bank Full time
Overview of the Role

This is a senior position in our Fintech Credit Solutions team, focused on managing corporate lending and payments exposures across the United States. The ideal candidate will have extensive experience in portfolio management, risk evaluation, and deal structuring.

Fintech Credit Solutions – Accelerator & Growth

The Fintech Credit Solutions team is responsible for providing financial solutions to Fintech companies at various stages of growth. This includes venture debt, lines of credit, term loans, and ACH facilities. The team works closely with Relationship Management and other partners within the bank to deliver customized solutions to clients.

Main Responsibilities
  • Manage lending/credit for new corporate debt deals for Fintech companies
  • Lead due diligence and deal structuring process
  • Partner with Relationship Management to deliver and negotiate credit solutions
  • Own underwriting, term sheet negotiation, investor due diligence calls, legal documentation, and closing process for debt deals
  • Responsible for portfolio management of existing deals in the San Francisco Fintech portfolio
Requirements

We are looking for candidates with:

  • Bachelor's degree with a minimum of 8 years of experience or High School/GED with a minimum of 12 years of experience
  • Strong familiarity with Venture Debt and Venture Capital ecosystem
  • Advanced knowledge of portfolio management practices, including expertise in evaluating risk and managing changing situations
  • Proven managerial skills, able to recruit and develop a team of individuals at various levels from Associate to VP
Compensation and Benefits

The base salary for this position is between $160,350 - $277,940 per year. Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First Citizens benefits programs are designed to meet our associates where they are in life.



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