Director, Relationship Management
Description:
A private commercial lender is looking for a seasoned Client Portfolio Manager at the Associate Director level to join our fast-paced, entrepreneurial financial services team. In this role, you'll serve as a strategic partner to a diverse portfolio of high-growth businesses-managing client relationships, monitoring financial performance, and ensuring robust credit practices. Ideal candidates are analytical, client-focused, and thrive in dynamic environments where they can make a meaningful impact through operational excellence and collaborative problem-solving.
Responsibilities:
- Serve as the primary point of contact for a portfolio of clients, building and maintaining strong, trust-based relationships with key stakeholders, including C-suite executives.
- Understand each client's business model, strategic goals, and operational challenges to provide tailored financial solutions and guidance.
- Monitor the financial health and operational performance of assigned clients through regular analysis of financial statements, borrowing base certificates, and other collateral reporting.
- Ensure that all credit structures remain sound and aligned with internal risk appetite and regulatory requirements.
- Conduct in-depth financial analysis to support credit decisions, including interim reviews, annual renewals, and amendment requests.
- Collaborate with underwriting and credit teams to ensure a seamless transition from deal origination to portfolio management.
Qualifications:
- 5 to 8 years of experience in commercial banking, asset-based lending, or a related financial services field.
- Demonstrated expertise in credit analysis, portfolio management, and ABL (asset-based lending) structuring.
- Strong understanding of financial reporting, collateral analysis, and borrowing base monitoring
- High proficiency in financial modeling and Excel-based analysis.
- Ability to interpret and analyze complex financial documents, including income statements, balance sheets, and cash flow statements.
- Excellent interpersonal and communication skills, with the ability to engage effectively with both internal and external stakeholders.
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- A proactive and solutions-oriented mindset, with a passion for continuous learning and improvement.
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. Advanced degrees or certifications (e.g., CFA, CPA) are a plus.
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