Deal Maker

SUMMARY:
We are seeking a highly motivated and detail-oriented Deal Maker to join our team. The ideal candidate will have a proven track record in private banking or loan origination, coupled with a strong professional network

POSITION INFO:

This role demands a minimum of 5 years of relevant experience and an enthusiasm for the finance industry, particularly in SMME lending.

Key Attributes of a Successful Deal Maker:

-        Previous experience as a private banker.

-        Well-networked within the finance and business community.

Key Performance Areas:

-        Screening and assessing potential new deals.

-        Analyzing and interpreting financial statements and reports to identify risks and opportunities.

-        Building and expanding a strong referral network for deal origination.

-        Participating in due diligence activities for potential loan deals.

-        Collaborating with internal teams, such as credit, underwriting, and loan closing, to ensure timely and accurate processing.

-        Following up on due diligence documentation and consolidating information efficiently.

-        Compiling comprehensive credit committee summaries and proposals.

-        Conducting onsite client visits across the country to assess the viability of potential deals.

-        Building and nurturing relationships with current customers, managing restructures, facility increases, renewals, and more.

Qualifications:

-        Bachelor''''s degree in finance, economics, or a related field.

-        Minimum of 5 years of experience in private banking or loan origination.

-        Strong analytical and critical thinking skills.

-        Excellent attention to detail and organizational prowess.

-        Ability to work both independently and as part of a collaborative team.

-        Exceptional communication and interpersonal skills.

-        Proficiency in Microsoft Office Suite, particularly Excel.

-        Willingness and ability to travel for onsite client visits as required.