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EverBank Asset-Backed Finance Analyst (Deal Execution) in Charlotte, North Carolina

Asset-Backed Finance Analyst

The role involves working as the junior member of deal teams on Asset-Backed Finance transactions creating pitch books, models, due diligence reports, and credit memos, as well as coordinating legal documentation and assisting in the syndication process.

Key Responsibilities and Duties

  • Supports senior bankers on the deal team, through active involvement in specified aspects of deal origination and the portfolio management process as assigned.

  • Servicing and being responsive to client and partner bank requests.

  • Reviews borrower reporting and financial statements.

  • Researches prospective clients and provides briefings to senior bankers.

  • Prepare initial drafts of internal memorandums and presentations.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • No Experience Required

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

5IC

Additional Responsibilities and Duties

  • Drives execution for complex, syndicated transactions in adherence with regulatory requirements, AML/BSA and internal policies while partnering with legal and compliance.

  • Manages, liaise and coordinate deal closing process & requirements with internal and external clients (i.e. Deal Teams, Credit, Loan Servicing, Finance, Legal, and Compliance/Risk).

  • Provides updates on deal closing processes and addresses internal and/or client concerns or issues that arise.

  • Ensures all documentation related to the deal are accurate, properly executed and stored securely.

  • Reviews and provides all necessary information/instruction for loan booking in the system of record for the Loan Servicing team.

  • Support deal teams in on-going collateral analysis and tracking compliance of financial and other reporting covenants.

  • Creates and maintains policies and procedures.

Preferred Qualifications

  • 2+ years of Syndicated Loan experience or equivalent knowledge.

  • Experience executing AML/KYC requirements.

  • Experience monitoring covenants and client reporting.

  • Microsoft Excel experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors.

  • Strong analytical skills with high attention to detail and accuracy.

  • Ability to prioritize work, meet deadlines and achieve goals in a dynamic environment.

  • Excellent verbal, written, and interpersonal communication skills, including explanations of complex concepts.

  • Bachelor’s Degree in Business, Finance, Economics or Math.

Posting End Date: 12/18/24

Job Seeker Notice

EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $93,500 - $126,500

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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