Director, Portfolio Relationship Management

1 day ago

Sydney, New South Wales, Australia beBeePortfolio Full time $180,000 - $200,000
Job Opportunity

The Director, Relationship Management portfolio is a senior position within the team responsible for delivering key credit analytical activities associated with originating and servicing small to medium enterprises (SME) complex transactions and managing a portfolio of customers throughout the credit lifecycle.

Main Responsibilities:

  • Cultivate and guide junior team members, contributing to ongoing improvements in processes and efficiency.
  • Support the Business Finance Director in managing the workflow across the portfolio on a daily basis and provide coaching support to team members.
  • Lead by example, demonstrating best practices and guiding the team towards achieving a standardised approach.
  • Contribute to improving processes and ways of working across the Business Finance and Risk teams.
  • Manage credit analysis and assessments throughout the customer lifecycle from initial transaction assessments and writing new deals through to requests for variations, renewals, and repeat business.
  • Manage high-risk profiles and material value transactions using established credit processes.
  • Collaborate with the Business Finance team, Credit, and Legal teams during the documentation and execution phases of a transaction to ensure a smooth process for the customer.
  • Work with the Lending Operations team to manage administrative and operational aspects of the portfolio, including drawdowns, repayments, exposures, and covenants.
  • Monitor internal reporting.
  • Lead and mentor the Portfolio Relationship Management team to effectively navigate the credit environment and create positive customer experiences.
  • Assist the Director of Business Finance in maintaining an environment where Business Finance and Risk teams, as well as interdepartmental teams, are aligned and work together towards shared goals.

Key Qualifications:

  • Effective management of credit risk among high-risk customers.
  • Contributing towards growth aligned to SME targets for existing customers, such as renewals and new business from existing customers.
  • Engagement with Transaction Execution & Solutions Managers, State Directors, and Business Development Managers.
  • Experience dealing with high-risk and non-performing files, ability to identify issues and assess what needs to be done to mitigate these.
  • Understanding of mid-market knowledge, specifically how debt financing can meet the needs of small to medium-sized businesses.
  • Deep understanding of loan structuring and credit risk management across various financing products.
  • Strong financial analysis skills to assess loan performance and perform stress testing.
  • Proficiency in analysing borrower financial statements, cash flow, collateral values, and repayment capacity.
  • Ability to prepare high-quality credit submissions for transactions of increasing complexity.
  • Ability to review and provide feedback and coaching to junior team members on papers.

About You:

To succeed in this role, you will have a degree qualification in Commerce, Economics, Accounting, Business Administration, Banking/Finance or Business and/or relevant technical disciplines. Additionally, you will have 8+ years of experience in financing across business and/or corporate banking or similar. A demonstrated ability to manage a portfolio balancing the interests of customers and the lender, strong non-financial risk awareness, including KYC and financial crime risks, and the ability to proactively identify, assess, and mitigate risks are also essential.

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