Relationship Manager (Equipment Facilities)

Position Summary:

The Equipment Facilities Relationship Manager will be working directly with clients to ensure excellence in customer service, while delivering front-line risk mitigation through adherence to credit and operational best practices.

This role must balance the needs of the client and other stakeholders while ensuring the adequacy and sufficiency of collateral and that the deal is operated in compliance with deal approval, operating/funding instructions and reporting requirements. Being ever vigilant in identifying and managing changing trends and challenges in client’s business and financial results, while staying ahead of the curve to ensure prompt response to changing risk criteria, is critical.

This role is key to portfolio risk mitigation. In directly managing the relationship with clients, you will also liaise with Underwriting and Operations on an on-going basis. In large part you will be a conduit between these departments the Prospect, BDO and Client - this flow of information goes both ways - you will also ensure that Analysts and Underwriters have the information that they need to action operational items and complete due diligence on transactions.

Experience:

-5+ years of Account Management, Relationship Management, deal structuring and/or underwriting experience along with direct Operations Management (Team Lead) experience in Asset Based Lending and or equipment lending.

Key Position Requirements, Duties and Responsibilities:

-Establish and maintain excellent client relationships.

-Proactively create a client retention focused environment in conjunction with a desire to ensure portfolio performance.

-Manage, test and review work completed by Analysts to ensure compliance with deal approval and funding instructions and approve fundings.

-Perform compliance testing on all clients pursuant to deal approval, reporting, performance metrics, and trending to identify any out of compliance elements to safeguard the on-going fitness of the portfolio.

-Provide direction and assistance to BDO’s and Prospects and Underwriters with respect to structuring complex transactions and operational best practices.

Other Key Skills:

-Expert knowledge of industry standard software (credit reporting, risk management tools)

-Expert level MS Excel User

-Detail orientated

-Excellent communicator

-Proactive planner with the ability to pivot and execute timely on mission critical decisions with limited information.

-Comfortable managing relationships with at-risk clients.

-Creative problem solver, with the ability to teach, train and mentor through challenges

-With alacrity embrace our corporate culture and honor our 5 key values - empathy, respect, excellence, reliability and integrity.

What’s in it for you?

-Growth opportunities within a company with the largest geographic footprint of alternative funding professionals in North America.

-Work with an organization that is committed to its’ corporate culture and values, demonstrated in every interaction within the company.

-Benefits, including Health and Dental insurance coverage.