VP, Structured Lending Officer

Full Time



Structured lenders are responsible for negotiating, underwriting, executing, and monitoring credit
transactions for Wealth Management (WM) clients within the Structured Lending Group. You will work
closely with coverage team members through discussions with clients or credit prospects. You will
identify lending opportunities by developing an understanding of each client’s financial situation and how
credit might be used to help the client meet their needs and objectives.

Job Responsibilities:
• Responsible for structuring and negotiating the credit facility including the drafting of a term sheet
which will outline the principal terms and conditions of a proposed credit facility and discussing
such with the client/prospect
• Keep Business Risk Management (BRM) informed about prospective lending opportunities, for
conducting due diligence and analysis on the client and collateral, for preparing credit approval
memorandums and for obtaining BRM approval for credit transactions
• Lenders and WM Americas Lending Business Management will monitor the borrower’s financial
condition, collateral sufficiency, etc., jointly with BRM and will oversee the timely preparation of
annual reviews
• Work with the business manager and their team to ensure credit facilities are properly set up on
Bank systems

Job Requirements:
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration preferred
• Significant financial analysis expertise
• Strong verbal, written, and negotiating skills
• Proficient in Microsoft Office Suite (Word, Excel, etc.) and general finance

How You’ll Lead:
• In cooperation with the legal department, lenders will engage and work with approved legal
counsel to prepare and review documentation for the credit facilities and will lead the negotiations
with the client
• Report to a team leader and have extensive interaction with other lenders, portfolio management
officers, loan service officers, the lending business manager, and the head of lending

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