Director, Lender Due Diligence & Collateral Lead

IMA Financial Group, Inc.; Saint Petersburg (FL); Sur place; USD 150 000 - 175 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Interpersonal communication

Organizational skills

Oral communication

Written communication

Project management

Detail-oriented

MS Office (PowerPoint, Outlook, Word,

Formation

Bachelor’s Degree in finance and/or accounting

CPA / CFA / CFE preferred

Outils

MS Office: PowerPoint

MS Office: Outlook

MS Office: Word

MS Office: Excel

MS Teams

Description du poste

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.