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Bell’s Values:
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
Promoting and sustaining our family atmosphere.
Providing unequaled personal service to each and every customer.
“Paying it forward” by giving back to the communities we serve.
Our Bottom Line:
Happy Employees! Happy Customers!
Job Summary:
The primary responsibilities of this position are business development activities and assist in credit underwriting. Additional responsibilities of loan administration and portfolio management for the Bell Capital Finance division will take place upon successful deal origination.
Primary Duties:
Work closely with the Managing Directors to:
Develop and support key strategic relationships with reputable private equity, family offices, mezzanine lenders, and transactional support contacts.
Define, promote, build and maintain a clear and consistent brand for Bell Capital Finance from a recruiting, marketing, business development and credit perspective.
Analyze financial statements for existing and potential new customers (and/or supervise one or more financial analysts doing the same).
Provide recommendation as to the feasibility of the credit request.
Assist with the preparation of loan committee presentations, annual credit reviews and problem loan summaries (and/or supervise one or more financial analysts doing the same).
Analyze interim financial statements of existing clients (and/or supervise one or more financial analysts doing the same).
Interview prospective customers.
Assist in the administration of the Bell Capital Finance lending guidelines.
Mentor financial analyst(s) and other Bell Capital Finance staff.
Assist in the recruiting and hiring process for financial analyst and future Bell Capital Finance staff.
Consider and address regulatory issues implicated by this specialty lending area.
Develop a plan for leveraging this division’s personnel and competencies for the benefit of other areas of the bank (e.g., traditional commercial lending, wealth management, etc.).
Consider ways the bank’s standard protocols may need to be customized to address the unique risks associated with this division.
Develop expectations and service standards for the interactions between the sales and credit
Know, understand and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Perform other duties as assigned.
Job Skills Required:
Five to seven plus years’ experience specifically in leveraged lending/sponsor finance.
Four-year degree in accounting, finance, or related field.
Working knowledge of loan documentation.
Above-average written and communication skills.
Proficiency with computer technology.
Ability to deal with multiple tasks and deadlines.
Effective time management and organizational skills.