• Coordinate the term sheet negotiation, and legal documents process;
• Manage the Due Diligence coordination, including internal and external scheduling, due diligence summary deck preparation, diligence meeting execution, and manage the post-diligence follow up;
• Manage Bank inquiries for Know-Your-Customer (“KYC”), and Anti-Money-Laundering (“AML”)

• Coordinate the term sheet negotiation, and legal document process;
• Manage the Due Diligence coordination, including internal and external scheduling, due diligence deck preparation, diligence meeting execution, and manage the post-diligence follow up;
• Manage Bank inquiries: for Know-Your-Customer (“KYC”), and Anti-Money-Laundering (“AML”)

• Administration of agreed upon financial covenants, and transaction related financial triggers;
• Internal communication of financial covenants, and transaction related triggers;
• Formalization of procedures surrounding financings being “booked”;
• Monthly Management Reporting (Dashboard of Triggers, Covenants);
• Counterparty risk assessment;
• Legal document organization and administration;
• Legal document and transaction internal communications;
• Finance Group Calendar (renewals, new transactions, transaction management, pipeline integrated with Portfolio Management – Pipeline)

• Self-motivated, flexible, hands-on and able to work in a fast paced, multi-task environment;
• Excellent organizational and time management skills;
• Strong analytical, problem solving and communication skills;
• Detail oriented with a demonstrated ability for accuracy;
• Strong capacity for diligent follow-up across multiple projects;
• Have a willingness to learn new skills and responsibilities;
• Take ownership of responsibilities and work independently as well as in a team environment;
• Advanced skills in Excel, and all other Microsoft Office Suite applications
• A minimum of a Bachelor of Science degree in Finance or Accounting;
• A minimum 1 year banking/finance/accounting experience (or similar)

Certifications, Licenses, and/or Registration

• N/A

Physical Demands and Work Environment

EEOC