Vice President, Lender Finance, Underwriting

Jobtailor; Chevy Chase (MD); On-site; USD 120,000 - 230,000; Full time

Job summary

Jobtailor is seeking a senior finance professional to lead due diligence, financial modeling, and investment evaluation for loan opportunities. You will work with a Managing Director to develop investment theses and present to loan committees.

Responsibilities include overseeing due diligence, structuring loans, coordinating closings, and managing a team of analysts. Strong leadership and advanced financial analysis are essential in a fast-paced financial services environment.

Qualifications

• 8 years minimum of relevant financial services, investment banking or lending experience.
• 5-6 years of Fund/Lender Finance experience strongly preferred.
• Minimum of 1 year in a manager role preferred.
• Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel).
• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational skills and attention to detail.
• Outstanding problem-solving and time management skills.
• Self-motivated, self-directed, and results-oriented.
• Adaptable and able to multitask in a fast-paced environment.
• Can work independently and within a team; solution-oriented with a collaborative approach.
• Outstanding quantitative and qualitative analytical skills, including financial modeling in lender/structured finance.
• Strong financial statement analysis skills with a firm grasp of accounting and finance matters.

Responsibilities

• Lead due diligence on loan and investment opportunities with a Managing Director.
• Create investment theses and make investment recommendations to the Managing Director.
• Advocate for and present deals to the Bank’s Officers Loan Committee.
• Construct and maintain detailed financial models and sensitivity analyses.
• Draft term sheets and internal approval memoranda.
• Assist with origination activity through closing of new transactions.
• Monitor and enforce loan agreement terms with the portfolio management team.
• Maintain ongoing relationships with borrowing clients.
• Coordinate investment closings with the Bank’s operations team.
• Supervise assigned employees and monitor work progress.
• Recruit, select, orient, and train employees.
• Manage employee performance through development, coaching, and counseling.
• Perform other duties as assigned.

Skills

Financial modeling

Credit analysis

Investment evaluation

Team leadership

Relationship management

Communication

Problem-solving

Time management

Adaptability

Independent work

Education

Associate’s Degree

Bachelor’s Degree

Tools

Microsoft Office

Excel

PowerPoint

Word

Outlook

Job description

• Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company
• Review confidential investment memorandums, management/lender presentations, and other documents
• Evaluate senior financing requests to determine credit quality and appropriate loan structures
• Identify transaction merits, risks, and mitigants; perform market, industry, and sponsor due diligence
• Lead due diligence on loan and investment opportunities with a Managing Director
• Create investment theses and make investment recommendations to the Managing Director
• Advocate for and present deals to the Bank’s Officers Loan Committee
• Construct and maintain detailed financial models, develop sensitivity analyses, generate internal approval memoranda, and draft term sheets
• Assist with origination activity through closing of new transactions
• Monitor and enforce loan agreement terms with the portfolio management team
• Maintain ongoing relationships with borrowing clients
• Coordinate investment closings with the Bank’s operations team
• Supervise assigned employees and monitor work progress
• Recruit, select, orient, and train employees
• Manage employee performance through development, coaching, and counseling
• Perform other duties as assigned

Requirements

• Associate’s Degree required; Bachelor's Degree preferred
• 8 years minimum of overall relevant financial services, investment banking or lending experience required; 5-6 years of Fund/Lender Finance experience strongly preferred
• Minimum of 1 year in a manager role preferred
• Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational skills and attention to detail
• Outstanding problem-solving and time management skills
• Self-motivated, self-directed, and results-oriented
• Adaptable and able to multitask in a fast-paced environment
• Can work independently and within a team; solution-oriented with a collaborative approach
• Outstanding quantitative and qualitative analytical skills, including financial modeling in lender/structured finance
• Strong financial statement analysis skills with a firm grasp of accounting and finance matters

Core Competencies

Demonstrates expertise in financial modeling, credit analysis, and investment evaluation, with a strong focus on managing relationships and leading teams in a fast-paced financial services environment.

Highest-signal resume keywords

• Financial Modeling
• Credit Analysis
• Investment Evaluation
• Team Leadership
• Relationship Management

Hard Skills

• Financial Modeling
• Credit Quality Assessment
• Loan Structuring
• Financial Statement Analysis
• Sensitivity Analysis
• Investment Thesis Development
• Term Sheet Drafting
• Due Diligence
• Portfolio Management
• Lender/Structured Finance

Soft Skills

• Excellent Communication Skills
• Strong Organizational Skills
• Problem-Solving Skills
• Time Management Skills
• Adaptability

Industry Keywords

• Private Equity
• Investment Banking
• Lending
• Fund Finance
• Loan Agreement Monitoring

Tools & Technologies

• Microsoft Office
• Excel
• PowerPoint
• Word
• Outlook