Associate Director - Relationship Manager -Note Finance
About The Position
Description Summary: The Associate Director -Note Finance will be a part of a team supporting Corporate Bankers across Corporate, Specialty and Government Banking verticals for industry specific information and client presentations. The Associate Director supports senior Relationship Managers (Managing Directors) in originating, evaluating, and managing client relationships and transactions. This role is responsible for gathering and analyzing financial and operating data to inform deal structuring, preparing and coordinating credit materials, and assisting in the execution of new and existing transactions. Key responsibilities include collaborating with Relationship Managers to structure deals through detailed financial analysis and return modeling; compiling and organizing information for internal approval processes, including credit and committee memoranda; and supporting the development of client presentations and transaction materials. The Associate will participate in client and internal deal calls, contribute to pipeline management, and assist with client prospecting and relationship development efforts. This role requires strong analytical skills, attention to detail, and the ability to manage multiple workstreams while working collaboratively across teams. Please note: preferred location is Dallas, TX.
Requirements
- Bachelor’s Degree
- 5 or more years' experience with credit/lending in Commercial Banking
- 2 or more years Commercial Relationship Manager or Commercial Real Estate lending experience
Nice To Haves
- Demonstrated success structuring and underwriting commercial credit
- Proficiency using Microsoft Word and Excel
- Strong written and verbal communication
- Strong customer service orientation
- Established professional network
- High level of business acumen
Responsibilities
- Work with all bankers to track client & specific industry market activity.
- Manage the pitch book process for all bankers across industry groups, upholding Huntington Capital Markets branding and standards.
- Develop Huntington overview, qualifications specific to each potential client, and comparable company analysis for strategic dialogue with clients.
- Integrate comparable company analysis with all product group for strategy discussion or specific financing comps.
- Conduct management reporting on client activity and ensure ideas and successes are communicated across the platform.
- Working closely with the RM/PM/Capital Markets team, conduct integrated modeling and discussion materials aligned to our client’s corporate finance decisions.
- Act as the liaison to deal management and all product groups within Huntington for idea generation and presentations.
- Effectively partner with Capital Markets for specific market updates, situation specific analysis, and financing solutions.
- Complete client Opportunity Overview to drive financing discussions with capital markets partners.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
