Job Overview :
- Develop and execute calling strategies
- Work with team members to develop marketing materials
- Perform due diligence on potential counterparties
- Coordinate due diligence by potential counterparties
- Monitor processes throughout the transaction cycle and help to optimize processes
- Manage and report on risks
- Help ensure strict adherence to internal control policies, ensuring activities are carried out in accordance with all regulatory, legal, and governmental regulations as well as BFI’s own internal procedures
- Maintain detailed CRM records
- Facilitate individual loan sale transactions
- Research and answer client questions
Qualifications :
- Have track record of loan syndication
- Have existing relationships with potential clients
- Know best practices, loan structures, legal agreements, LSTA market standards, and general accounting rules.
- Work independently but know when to ask for help
- Possess excellent presentation skills and ability to create and maintain good relationships with clients
- Enjoy a results-oriented organization, centered on clients
- Be skilled in Microsoft Office software, particularly Word, Excel and PowerPoint
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Facilitate individual loan sale transactions. Have track record of loan syndication. Know best practices, loan structures, legal agreements, LSTA market standards, and general accounting rules. ...
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