Job Summary
The position involves overseeing the Franchise Finance portfolio while assisting with various activities related to the Sponsor Finance portfolio. This includes the careful monitoring of borrower performance and compliance, assessment of credit risk, and management of key relationships. The role also entails the preparation of comprehensive portfolio reports and credit assessments, recommending appropriate risk ratings, and facilitating transaction approvals, all while collaborating with internal teams and agent banks on both ongoing and new deals.
Responsibilities
- Oversee and manage the Franchise Finance portfolio.
- Support activities related to the Sponsor Finance portfolio.
- Monitor borrower performance and ensure compliance.
- Assess credit risk and maintain strong relationships with key stakeholders.
- Prepare detailed portfolio reports and conduct credit analyses.
- Recommend risk ratings and facilitate transaction approvals.
- Coordinate efforts with internal teams and agent banks on transactions.
Qualifications
- Bachelor’s degree in accounting, finance, or economics, or equivalent experience.
- Formal training in credit analysis.
- A minimum of one year of experience in commercial lending or a relevant master’s degree with internship experience in cash flow finance and portfolio management.
- Foundational understanding of cash flow lending, underwriting, financial analysis and modeling, and loan covenants.
- Strong communication, organizational, and software skills.
