Senior Relationship Manager - Fund Finance

Flagstar Bank•Palo Alto, CA

1d•Onsite

About The Position

The Senior Relationship Manager will be responsible for building and managing commercial loan relationships within Fund Finance. The Sr. RM is a specialized role focused on providing liquidity and leverage solutions directly to the investment funds managed by Venture Capital (“VC”) and Private Equity (“PE”) sponsors. Using subscription credit facility as the primary fund finance product offering, the Sr. RM acts as a strategic partner to Chief Financial Officers (“CFOs”), fund controllers and Capital Markets executives in optimizing fund performance and management of capital calls.

Requirements

High School Diploma or Equivalent
10+ Years of experience as a Commercial Lending Relationship Manager and/or commercial loan sales (preferably in the Leveraged Loan space).
Experience specific to sponsor finance, required.
5+ years of experience with commercial lending credit.
Advanced knowledge of commercial lending credit, underwriting and loan structuring skills.
Advanced analytical skills to understand financial and cash flow analyses.
Advanced negotiation skills in addition to excellent verbal and written communication skills.
Computer proficiency in Microsoft Office applications including; Word and Excel.

Nice To Haves

Undergraduate Degree (4 years or equivalent) in business, finance or related field, preferred

Responsibilities

Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Works with assigned portfolio managers, engage with sponsors and borrowers on idea generation and relevant opportunities to expand our relationship.
Partners with management to create action plans that ensure the achievement of goals. Tracks production and revenue, and forecasting results for management based on existing pipelines.
Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Ultimately responsible for managing the banks risk exposure to acceptable levels.
Stays abreast of industry trends and market conditions that could impact the assigned portfolio of relationships and borrowers. Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.