Associate Director, Portfolio Management - Lender Finance

Huntington National Bank • Dallas, TX • 1h ago

Description

Summary:

The Lender Finance ("LF") team at the Huntington Bank, N.A originates both recourse and non-recourse transactions for commercial and consumer specialty finance companies. The line of business is focused on driving growth in revenue and assets for the bank through leading newly structured transactions (as Lead Arranger/ Administrative Agent) as well as participating in other banks' transactions (with a focus on titled roles, up to and including Joint Lead Arranger). The LF team is seeking a talented and ambitious Portfolio Manager to become part of the Lender Finance Portfolio Management team. The Portfolio Management organization is responsible for working with internal partners to diligence and support underwriting new transactions and managing the existing portfolio of transactions. Our Portfolio Managers balance supporting the Commercial Bank's growth and ensuring we have a scalable, well-managed business. In support of the senior colleagues in the LF team, Portfolio Managers may be asked to perform financial analysis and assist preparing underwriting documents in support of complex credit requests.

Duties and Responsibilities:

Review financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision.

Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business models, industry, cash flow, capitalization, sensitivity and risks & mitigants.

Conduct ongoing portfolio maintenance, including covenant compliance monitoring, spreading financials, risk ratings and quarterly risk reviews.

Assist in the analysis and preparation for new deals.

Conduct research using numerous resources available, distilling key themes and conclusions into concise summary form for presentation purposes.

Manage periodic fundings for transactions in your assigned portfolio and prepare tear sheets for risk reviews for your assigned portfolio.

Participate in due diligence meetings.

Performs other duties as assigned.

Basic Qualifications:

Bachelor's degree in Finance, Accounting or Economics

5+ years of progressive experience in commercial credit analysis and/or portfolio management.

Preferred Qualifications:

High level of professionalism.

Highly motivated with desire and ability to excel in a team or individual work environment.

Proficiency using Microsoft Word and Excel.

Strong written and verbal communication skills.

Formal credit training program a plus.

Experience with Financial Modeling considered a plus.

LI-Hybrid

LI-DK1

CML

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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