Vice President, Lender Finance, Underwriting

Forbright Bank; Chevy Chase (MD); Vor Ort; USD 160.000 - 180.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision plans

401k with company match

Metro SmartTrip benefits

Remote or hybrid (4 days in-office)

Zusammenfassung

Forbright Bank is seeking a Vice President to lead the Structured Finance practice, analyzing, evaluating, structuring, and closing asset-based loans for Lender Finance and Fund Finance strategies. You will monitor borrower relationships post-closing and may lead deals with Directors or Managing Directors.

This role requires deep expertise in structured finance, financial modeling, and client management, with in-office 4 days per week at our Chevy Chase, MD headquarters.

Qualifikationen

• Associate’s degree required; bachelor’s degree preferred.
• 8+ years of financial services, investment banking or lending experience.
• Minimum of 1 year in a manager role.
• 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.

Aufgaben

• Participate in meetings with private equity sponsors and borrowers to understand a company.
• Review materials including confidential investment memorandums, management/lender presentations, and other documents.
• Evaluate senior financing requests to determine credit quality and loan structures.
• Identify merits, risks, and mitigants for each transaction and perform market, industry, and sponsor due diligence.
• Lead due diligence on loan and investment opportunities with a Managing Director.
• Create an investment thesis and make recommendations to the Managing Director.
• Advocate for and present deals for approval to the Bank’s Officers Loan Committee.
• Construct and maintain detailed financial models and develop analyses for internal memos and term sheets.
• Assist in origination activities leading to closings of new transactions.
• Monitor and enforce loan terms in partnership with portfolio management.
• Maintain ongoing dialogue with borrowers to promote strong relationships.
• Coordinate investment closings with the bank’s operations team.
• Perform other duties as assigned.

Kenntnisse

Financial modeling

Credit analysis

Financial analysis

Microsoft Office

Leadership

Communication

Time management

Collaboration

Attention to detail

Ausbildung

Associate’s Degree

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Outlook

Jobbeschreibung

COMPANY DESCRIPTION:

Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter futurefor our clients and the communities we serve.Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors andcreative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries.

COMPANY CULTURE:

We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.

COMPANY MISSION:

We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbright’s capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future.

JOB SUMMARY:

The Vice President worksclosely with theDirectors andManaging Directors of Structured Finance to grow and build out the Structured Finance practice at theBank. The main function of the Vice President is to analyze, evaluate, structure, and close asset-based loansfor the Lender Finance and Fund Finance lending strategies. The Vice President also monitorsand managesborrower relationships after closing of the transaction. The Vice President hasthe opportunity to lead deals working closely with aDirector orManaging Director.

Please note this role is 4x/week in-office at our Chevy Chase, MD headquarters.

DUTIES AND RESPONSIBILITIES:

• Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company


• Review materials including confidential investment memorandums, management/lender presentations, and other documents


• Evaluate senior financing requests to determine credit quality of opportunities and appropriate loan structures.


• Identify specific merits, risks, and mitigants for each transaction and perform market, industry, and sponsor due diligence


• Lead due diligence on loan and investment opportunities working closely with a Managing Director


• Create an investment thesis (go / no go decision) for each transaction and make investment recommendations to the Managing Director


• Advocate for and present deals for approval to the Bank’s Officers Loan Committee


• Construct and maintain detailed financial models and develop sensitivity analyses and generate internal approval memoranda and draft term sheets


• Assist in all aspects of origination activity leading to the closing of new transactions


• Proactively monitor and enforce the terms of the loan agreement for lending relationships in conjunction with the portfolio management team


• Maintain continuing dialogue with borrowing clients to promote “sticky” positive working relationships


• Coordinate investment closings with theBank’s operations team


• Perform other duties as assigned

QUALIFICATIONS:

• Associate’sDegree required;Bachelor's Degree preferred


• 8 years minimumof overall relevant financial services, investment banking or lending experience required;5-6 yearsofFund/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

POSITION REQUIREMENTS:

We are committed to creating an inclusive workplace where all employees are capable of performing their job position. Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions. While performing duties of this job, the employee may be regularly required for extended periods of time to:

• Remain in a stationary position


• Use hands and fingers


• Utilize a computer monitor with visual acuity


• Operate technology or other office machinery such as printers, scanners, etc.


• Communicate clearly verbally and/or in writing with others

For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description.

PERKS/BENEFITS:

• Comprehensive health, dental, and vision plans


• 4 weeks PTO


• 401k + company match


• Metro SmartTrip benefits ($50/mo)


• Remote or hybrid (4 days per week in-office) work schedules for most positions


• Incentives for purchasing solar panels, electric vehicles, biking to work, etc.


• Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!


• The Washington Post Top Workplaces winner for four consecutive years (2023-2026)

CORE PRINCIPLES:

• Excellence: Excellence is not a goal,but astandard, reflected in theprecisionof our work and the quality of our decisions. Excellence is a discipline that compounds over time and creates lasting value; it must be measured and managed.


• People: Our people are our greatest strength. We foster a culture of respect, inclusion, and ambition - where everyone matters. We celebrate collaboration and teamwork and prize loyalty - to one another, the company, our mission, and values.


• Innovation: We invest boldly in technology, harnessing innovation not for its own sake but to make banking and lending better, faster, and smarter for our clients, more efficient for our team, and more profitable for our shareholders.By combining human insight with technological excellence, we strengthen our ability to serve, to adapt, and to succeed in a changing world.Innovation is a continuous investment innew ideas.


• Sound Practices: Our foundation rests on prudence, care, integrity, and discipline.We manage credit and business risk with rigor and fundamentals-based judgment, act with transparency, and uphold the highest standards of corporate governance and regulatory compliance to ensure sustainable growth and enduring financial strength.


• Distinct Value: Wefocusour energy where we add value. We avoidthe commoditizedandthe ordinary, choosing to compete through insight, specialization,technologyand service.By concentrating on areas whereexpertisematters and relationships endure, we create differentiation that is defensible and lasting.


• Clients: We exist to advance our clients’ success and to help them grow.We listen deeply, think creatively, and deliver solutions that solve problems, driveimpactand add value.Every client relationship is built on partnership, performance, and purpose.


• Shareholders: We are committed to creating exceptional value for our shareholders.We invest for the long term and view our shareholders as partners – not observers - in value creation. Weallocatecapital wisely, execute with precision, and continuously adapt our business model to pursue the most attractive, risk-adjusted returns. We work to make rational decisions, avoid unnecessary complexity,maintainstrong liquidity and capital, and communicate with clarity and honesty.We measure success both by current performance and by the durability and quality of the long-term value we build.


• Communities and the Environment: We believe prosperity and responsibility go hand in hand.We invest in inclusiveopportunityand environmental stewardship.Our goal is simple - to do our part build a brighter, more sustainable future for the communities we serve and the world we share.

$160,000 - $180,000 a year

The pay range for this position is above. The specific rate will depend on the successful candidate’s qualifications and prior experience $160,000 (entry level qualifications) to $180,000 (highly experienced).

Employment with Forbright Bank is at-will, which means that either you or the Company may terminate the relationship at any time.

It is the policy of Forbright Bank to provide equal employment opportunities to all qualified individuals and to administer all aspects and conditions of pre-employment and employment without regard to protected characteristics.

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