Client Success Associate, Art Finance & Underwriting

Sotheby's; New York (NY); On-site; USD 75,000 - 105,000; Full time

Job summary

Sotheby’s is seeking an Associate in the Client Success team within Sotheby’s Financial Services. You will underwrite loans, analyze collateral, and manage ongoing credit for a U.S. portfolio while collaborating with cross‑functional teams to ensure sound credit execution.

You will develop expertise in underwriting processes, interact with clients throughout the financing lifecycle, and support ongoing portfolio management and process improvements.

Qualifications

• 5+ years of professional experience in financial services or related field, client-facing preferred.
• Experience in underwriting, collateral management, and loan servicing is desirable.
• Strong analytical and communication skills; ability to present to senior stakeholders.

Responsibilities

• Assess borrower, collateral, and risk to form a holistic credit view.
• Prepare credit approval materials and coordinate with internal teams.
• Monitor portfolio, ensure compliance with underwriting policies, and manage renewals.

Skills

Credit analysis

Financial analysis

Risk assessment

Client management

Underwriting

Portfolio management

CRM usage

Attention to detail

Education

Bachelor's degree in finance, economics, or related field

Experience in art market or auction house

Tools

Salesforce

CRM systems

Job description

Sotheby’s is seeking an Associate in the Client Success team within Sotheby’s Financial Services. You will underwrite loans, analyze collateral, and manage ongoing credit for a U.S. portfolio while collaborating with cross‑functional teams to ensure sound credit execution.

You will develop expertise in underwriting processes, interact with clients throughout the financing lifecycle, and support ongoing portfolio management and process improvements.