VP, Lender Finance Underwriting: Strategic Financing Leader

NextGenEnergyJobs; Chevy Chase, Northern (MD, KY); Hybrid; USD 150,000 - 200,000; Full time

Job summary

Forbright is seeking an experienced finance professional to participate in meetings with sponsors and borrowers, review investment materials, and assess senior financing requests. You will lead due diligence, develop investment theses, and present recommendations to the Loan Committee.

The role requires strong MS Office proficiency, 8+ years in financial services or lending, and a track record in managerial responsibilities. Excellent communication and organization are essential.

Qualifications

• 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

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 the Bank's operations team
• Perform other duties as assigned

Job description

Forbright is seeking an experienced finance professional to participate in meetings with sponsors and borrowers, review investment materials, and assess senior financing requests. You will lead due diligence, develop investment theses, and present recommendations to the Loan Committee.

The role requires strong MS Office proficiency, 8+ years in financial services or lending, and a track record in managerial responsibilities. Excellent communication and organization are essential.