This is a highly visible leadership opportunity reporting directly to the business unit’s President. The role sits at the intersection of underwriting, client engagement, operations, and portfolio management, offering the opportunity to influence both transaction execution and broader strategic initiatives.

Key Responsibilities

• Lead the underwriting and due diligence process for new lending opportunities, evaluating collateral, financial performance, transaction structure, and overall credit quality.
• Partner closely with senior leadership to review, structure, and execute new business opportunities from origination through closing.
• Oversee the client onboarding process, ensuring a seamless transition from signed term sheet to funded transaction.
• Coordinate cross functionally with legal, operations, accounting, portfolio management, and credit teams throughout the transaction lifecycle. 
• Review underwriting analyses and credit memoranda while maintaining strong risk management standards. 
• Conduct client visits and support ongoing relationship management activities. 
• Monitor portfolio performance and oversee key management reporting and operational metrics.
• Drive process improvements across underwriting, onboarding, and portfolio management functions to support continued platform growth. 
• Mentor and develop junior team members while serving as a key resource across multiple business functions.

Desired Background

• 10+ years of experience within asset based lending, factoring, specialty finance, commercial finance, or a related credit focused environment. 
• Deep understanding of underwriting, collateral analysis, credit structuring, and risk management. 
• Experience managing transactions from initial review through closing and portfolio oversight. 
• Proven ability to work effectively across business development, credit, legal, accounting, and operations teams. 
• Prior management or team leadership experience preference. 
• Bachelor’s degree required; advanced degree and relevant industry certifications are a plus. 

Why Consider This Opportunity?

• Direct exposure to executive leadership and strategic decision making.
• Broad mandate spanning underwriting, client engagement, operations, and portfolio management.
• Opportunity to make a measurable impact within a growing and well capitalized platform.
• Strong visibility across the organization and a clear path to increased leadership responsibility.

This opportunity is particularly attractive for senior ABL, factoring, or specialty finance professionals looking to step into a broader leadership role with significant influence over credit decisions, client relationships, and operational execution.