Director, Lender Due Diligence

IMA Financial Group, Inc.; Saint Petersburg (FL); Vor Ort; USD 150.000 - 175.000; Vollzeit

Benefits dieser Stelle

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Zusammenfassung

IMA Financial Group, Inc. seeks an experienced professional to support asset-based lending risk assessment, collateral reviews, and lender due diligence.

You will prepare client reports, mentor junior staff, and contribute to business development while maintaining strong communication with clients and senior leadership. The role requires nine years of related experience, a finance/accounting degree, and MS Office proficiency.

Qualifikationen

• Nine years of similar or related experience.
• Excellent interpersonal, organizational, oral, and written communication skills.
• Strong management skills, and ability to maintain project deadlines and focus.
• High attention to detail.
• Experience with MS Office products required (PowerPoint, Outlook, Word, Excel, and Teams).
• Professional designation or license preferred though not required – CPA, CFA, and/or CFE
• Moderate travel required (25-50%)
• Bachelor’s Degree in finance and/or accounting required.

Aufgaben

• Assess risk of liquidation of assets in Asset Based Loan context through testing and borrowing base calculations.
• Prepare reports and schedules delivered to clients and other parties.
• Provide support and communication with clients and staff, updating senior team on progress and issues.
• Support due diligence in various lending engagements across multiple projects.
• Lead collateral reviews for financial institutions (banks and funds).
• Mentor junior team members and lead in all areas of responsibility.
• Support business development through networking and relationship building.
• Acquire in-depth knowledge of all products and services provided by the firm.

Kenntnisse

Interpersonal communication

Organizational skills

Oral communication

Written communication

Project management

Detail-oriented

MS Office (PowerPoint, Outlook, Word,

Ausbildung

Bachelor’s Degree in finance and/or accounting

CPA / CFA / CFE preferred

Tools

MS Office: PowerPoint

MS Office: Outlook

MS Office: Word

MS Office: Excel

MS Teams

Jobbeschreibung

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Interact professionally and timely with clients via email, phone, and in-person
• Assess risk of liquidation of assets in the context of an Asset Based Loan, primarily through detailed testing of transactions and development of borrowing base calculations to ensure lenders are properly secured against deteriorating performance of a borrower
• Perform industry and company research and assist in preparing reports and schedules that will be delivered to clients and other parties
• Provide support and direction to maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues
• Provide financial and accounting related services in the Lender Due Diligence practice areas, supporting multiple engagement projects simultaneously
• Perform procedures on all ABL deal types including healthcare, manufacturing, distribution, SaaS, and construction industry
• Lead teams in Collateral Reviews for Financial Institutions (Banks and Non-bank Lenders/Funds)
• Constructively review, mentor, and lead junior team members in all areas of responsibility
• Support business development efforts through networking/relationship building
• In depth knowledge of all products and services provided by RedRidge
• Ability to cross sell and identify additional opportunities across all business lines

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Nine years of similar or related experience
• Excellent interpersonal, organizational, oral, and written communication skills
• Strong management skills, and ability to maintain project deadlines and focus
• High attention to detail
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams)
• Professional designation or license preferred though not required – Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Certified Fraud Examiner (CFE)
• Moderate travel required (25-50%)
• Bachelor’s Degree in finance and/or accounting required

The anticipated posting timeline for this opportunity is 10/19/2026-11/19/2026

Salary Range: $150,000 USD - $175,000 USD

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range: $150,000 USD - $175,000 USD

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.