Representative Searches
All central and identifiable information within the following current and representative searches has been redacted for the privacy of our clients.
Notice of Privacy
Current Searches
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Our client is a highly respected middle-market banking organization with a strong entrepreneurial culture, relationship-driven approach, and broad institutional capabilities. The bank has established specialty finance platforms across traditional Asset-Based Lending, Receivables Finance, Equipment Finance, Sponsor Finance, and related commercial banking products. The organization is continuing to invest heavily in the expansion of its national ABL platform and is seeking a senior executive to lead and grow the business.
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Lead and oversee all aspects of the Asset-Based Lending and Factoring businesses, including originations, underwriting, portfolio management, operations, and strategic growth initiatives.
Drive national business development efforts and expand relationships with middle-market companies, private equity sponsors, referral sources, and centers of influence.
Manage and mentor sales, credit, and portfolio management teams while fostering a collaborative, performance-oriented culture.
Oversee the ABL division’s balance sheet and P&L, ensuring strong financial performance, disciplined credit management, and continued platform expansion.
Partner closely with commercial banking, credit, workout, and executive leadership teams to deliver creative structured finance solutions to clients.
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Leadership role overseeing a growing national ABL platform with meaningful executive visibility and succession planning potential.
Focus on middle-market ABL transactions with typical deal sizes ranging from approximately $10MM–$100MM and average commitments in the $35MM–$40MM range.
Strong emphasis on relationship banking, sponsor-backed transactions, and entrepreneurial decision-making.
Ideal candidates will possess deep middle-market ABL experience, strong private equity and referral source relationships, proven leadership capabilities, and a track record of driving growth within a commercial finance platform.
Opportunity to help shape the continued national expansion strategy of a well-capitalized and highly collaborative banking organization.
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President, Asset Based Lending
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Our client is a highly respected specialty lending platform within a growing middle-market banking organization known for its entrepreneurial culture, strong credit discipline, and relationship-driven approach. The Floorplan Finance group focuses on financing high-quality independent and high-end used car dealers nationwide and has become an important strategic business line for the bank. The organization offers the flexibility and responsiveness of a specialty finance company combined with the stability, pricing advantages, and infrastructure of a well-capitalized commercial bank.
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Lead and oversee all aspects of the Floorplan Financing business, including originations, credit oversight, portfolio management, operations, and strategic growth initiatives.
Drive business development efforts nationally by building relationships with independent auto dealers, referral sources, and industry participants.
Recruit, mentor, and develop a high-performing team while fostering a collaborative and entrepreneurial culture.
Manage the division’s production goals, financial performance, and overall P&L responsibilities.
Partner closely with executive leadership and other specialty lending groups to support broader strategic initiatives across the bank.
Represent the platform externally through industry conferences, community involvement, and relationship-building activities.
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Opportunity to lead and continue building a growing specialty finance platform with strong executive visibility and long-term commitment from the bank.
Current portfolio consists of approximately 44 relationships and roughly $255MM in assets under management, with target deal sizes generally ranging from $1MM–$20MM.
Platform competes effectively by offering stronger customer service and greater flexibility than large banks, while providing more attractive pricing than many specialty finance companies.
Ideal candidates will possess deep floorplan finance and/or dealer finance experience, strong credit acumen, business development capabilities, and proven leadership skills.
The organization values professionals who fit a “humble, hungry, and smart” culture and who thrive in an entrepreneurial, growth-oriented environment.
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President, Floorplan Financing
Director or Managing Director Senior Underwriter/Team Leader, Non Bank Lender
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Our client is a leading independent asset-based lending firm specializing in providing financing solutions to middle-market companies across the U.S. The firm delivers tailored credit facilities to businesses experiencing rapid growth, turnaround situations, or undergoing ownership transitions. Our client differentiates itself by combining deep structuring expertise with flexibility, offering loans ranging from working capital to growth and acquisition financing. Its seasoned leadership team emphasizes relationship-driven lending, fast execution, and the ability to provide creative financing structures that traditional banks often cannot. They finance public and private companies with revenues from 250MM to 1B, offering loan structures in the 100-300MM range.
The Head of Underwriting will oversee our client’s underwriting function, leading a team of senior and junior underwriters while managing the firm’s underwriting pipeline. This executive will play a central role in transaction evaluation, structuring, and execution, ensuring high-quality credit decisions and smooth loan closing processes. The position reports directly to the CEO.
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Manage and monitor the underwriting pipeline across new transactions.
Lead and mentor the underwriting team, assigning deals and guiding underwriting execution.
Oversee due diligence, including collateral field exams, asset appraisals, and company-provided materials, to assess risks and deal merits.
Facilitate the credit approval process, including preparation of credit memoranda and participation in approvals.
Supervise legal documentation, operational onboarding, and transaction closings.
Partner with Business Development Officers, Portfolio Managers, Operations, and Finance.
Run weekly New Business Pipeline meetings and support Board reporting on new business/underwriting activity.
Provide funding projections and assist in syndication efforts.
Contribute to strategic initiatives and ad hoc projects as directed by executive management.
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Bachelor’s degree in Accounting or Finance preferred; advanced degrees/certifications (CPA, CFA, MBA) desirable.
15 years of senior secured lending experience preferably with a non bank lender.
Proven ability in underwriting leadership, with deep knowledge of credit structuring.
Strong Microsoft Office skills, particularly in Excel, Word, and PowerPoint.
Track record of training mentoring and developing staff
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VP or SVP Relationship Manager/BDO, Bank Asset Based Lender, Northeast
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Our clients purpose is to have a positive impact on our customers, employees, and community's financial well-being. Under the supervision of the Head of Asset-Based Lending, the Asset-Based Lending (ABL) Relationship Manager identifies, cultivates, and manages relationships, serving as the primary client contact for these and other relationships for companies ranging from $10MM to $100MM in revenues, with financing needs ranging from $5M to $25MM, located throughout the Northeast including New York and New Jersey.
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Plan and direct a focused calling and business development program targeting ABL borrowers, CPA firms, Turnaround Consulting Firms, Private Equity/Private Investor Groups, Investment Banks, and Law firms.
Interview applicants and request necessary information, such as financial and operating statements to evaluate loan requests, manage, structure and negotiate credit terms as well as identify other opportunities for Our Client.
Organize data and evaluate the credit worthiness of the prospective borrower according to Our Client guidelines and policies.
Prepare and maintain the required and appropriate documentation and ensure that the necessary follow-up is coordinated and accomplished on a timely basis.
Present relevant data for approval and recommendations to SVP, Head of Asset-Based Lending, for all new lending opportunities.
Coordinate effort to establish full Cash Management/Cash Dominion with internal support teams.
Manage the underwriting of loan proposals and present it to the Loan Committee.
Interface with other areas in the Bank (i.e. credit, loan servicing & corporate services) to ensure that all loan relationships are developed and maintained properly.
Management of ABL accounts assigned to the ABL RM by the Head of ABL, and accounts directly sourced by the ABL RM (with the help of the ABL portfolio manager).
Manage existing loan portfolio to ensure credit quality and to minimize loan losses. Review maturing loans and present for renewal if applicable.
Assist in the resolution of customer problems and/or complaints.
Contribute to the effective team management of all bank-related problems, issues and opportunities.
Perform additional duties as required.
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College degree
10+ years’ experience in ABL Lending
Ability to work across Divisional functions to achieve Commercial Banking and Bank goals consistent with levels detailed in annual goals and the strategic plan
Excellent communication skills and writing abilities
Knowledge of the Bank’s local banking market/economy
Location:
Hybrid/located in the Northeast
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