Representative Searches
All central and identifiable information within the following current and representative searches has been redacted for the privacy of our clients.
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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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Business Development Officer – Factoring, Texas preferred (Remote with travel)
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Our client is a well-established and respected commercial finance company with a strong reputation in working capital solutions. Having built a successful platform within transportation factoring, the organization is strategically expanding into additional industries and is seeking an experienced Business Development Officer to help drive that growth.
This is an opportunity to join a highly entrepreneurial environment where business development professionals are empowered to build their own portfolio while leveraging an experienced credit, underwriting, legal, and operations team dedicated to delivering timely execution and exceptional client service.
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The Business Development Officer will be responsible for originating new factoring relationships, developing referral sources, and managing opportunities from initial prospecting through closing. This individual will play a key role in expanding the company's presence beyond transportation into broader commercial markets.
The ideal candidate is a self-starter with a proven ability to develop business, structure creative working capital solutions, and build long-term client relationships.
Originate and close new factoring relationships with middle-market businesses.
Develop and maintain a consistent pipeline of new business opportunities through direct calling, networking, centers of influence, and referral partners.
Structure customized receivables finance solutions tailored to each client's needs.
Partner with internal credit, underwriting, legal, and operations teams throughout the transaction process.
Evaluate transaction risk, including advance rates, reserves, pricing, and overall deal structure.
Present new opportunities for internal approval and advocate for transactions throughout the underwriting process.
Maintain strong relationships with clients following closing while identifying opportunities for additional growth.
Stay informed on industry trends, competitive activity, and market developments.
Represent our client at industry conferences, networking events, and trade associations.
Qualifications
Bachelor's degree in Finance, Accounting, Business, or a related discipline preferred.
Five or more years of business development experience within factoring, receivables finance, or commercial finance.
Experience originating non-transportation factoring relationships is strongly preferred.
Strong understanding of commercial credit, debtor risk, and transaction structuring.
Demonstrated success developing new business and consistently building a quality sales pipeline.
Excellent relationship management, negotiation, communication, and presentation skills.
Ability to work independently while collaborating effectively with internal teams.
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Additional Details
Join an established commercial finance platform with an outstanding reputation in the marketplace.
Opportunity to help lead strategic expansion into new industries.
Strong internal credit, underwriting, and operations support.
Entrepreneurial culture with significant autonomy and visibility.
Competitive compensation program with attractive incentive opportunity.
Remote flexibility with travel for client meetings, business development, and industry events.
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ABL Collateral Auditor / Field Examiner, Remote (Nationwide Travel Required)
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Our client is a respected provider of asset-based lending field examination and collateral audit services, partnering with commercial lenders across the country. They are seeking an experienced Field Examiner with 2+ years of experience who enjoys working independently, solving complex problems, and providing lenders with meaningful insights into collateral quality and portfolio risk.
This position offers the opportunity to work with a wide variety of industries and lending relationships while traveling nationally and operating from a remote home office.
The Collateral Auditor (Field Examiner) is responsible for conducting independent field examinations of commercial asset-based lending relationships to verify collateral existence, valuation, reporting accuracy, and compliance with established lending guidelines. This role plays a critical part in identifying potential risks, communicating significant findings, and providing recommendations that support sound credit decisions.
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Conduct independent field examinations of commercial asset-based lending relationships.
Verify the existence, valuation, and reporting accuracy of borrower collateral.
Evaluate collateral reporting for compliance with lender credit policies and established examination procedures.
Identify operational concerns, reporting irregularities, and potential collateral risks.
Communicate significant examination findings and escalate material issues or suspected fraudulent activity in a timely manner.
Prepare clear, concise, and well-supported examination reports.
Provide practical recommendations to lenders for improving collateral reporting and internal controls.
Work independently while managing travel schedules and client deadlines.
Qualifications
Bachelor's degree in Accounting, Finance, Economics, or a related field preferred.
Previous experience in Asset-Based Lending Field Examination, Collateral Auditing, Commercial Credit, or a related financial services role preferred.
Strong analytical and critical thinking skills with the ability to identify inconsistencies and unusual trends.
Excellent written and verbal communication skills.
Strong planning, organizational, and presentation abilities.
Self-motivated with the ability to work independently from a remote office.
Proficiency with Microsoft Excel and Microsoft Word.
Willingness to travel extensively throughout the United States.
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Join a highly respected organization serving commercial lenders nationwide.
Diverse portfolio of clients and industries.
High degree of autonomy with the flexibility of a remote work environment.
Opportunity to work alongside experienced professionals in the asset-based lending industry.
Competitive compensation and comprehensive benefits package.
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Relationship Manager – Asset-Based Lending, Northeast US, Connecticut
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Our client is a well-established commercial finance company specializing in asset-based lending solutions for middle-market businesses. They are seeking an experienced Relationship Manager to oversee a portfolio of lending relationships while partnering closely with borrowers, operations, and executive leadership.
This is an excellent opportunity for a commercial finance professional who enjoys managing client relationships, analyzing credit performance, and helping businesses navigate every stage of the lending lifecycle. Our client focuses on ABL deals in the $2-20MM range.
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The Relationship Manager will be responsible for managing an established portfolio of asset-based lending relationships, overseeing credit quality, collateral performance, and client satisfaction. This individual will work closely with internal credit and operations teams while serving as the primary point of contact for borrowers.
The ideal candidate will have experience in asset-based lending and possess strong financial analysis, portfolio management, and relationship management skills.
Manage and maintain an assigned portfolio of asset-based lending relationships.
Serve as the primary relationship manager for borrowers, addressing ongoing credit and operational matters.
Analyze borrower financial statements, collateral performance, and overall credit quality.
Monitor collateral availability and approve daily funding activity.
Partner with operations to ensure accurate loan administration and ongoing portfolio management.
Coordinate new client onboarding, loan closings, amendments, renewals, and borrower exits.
Complete annual relationship reviews and ongoing portfolio reporting.
Monitor higher-risk relationships and develop action plans for watch list, workout, or liquidation situations when necessary.
Collaborate with legal counsel and other service providers as needed.
Support other members of the portfolio management team as business needs require.
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United States (Northeast US) Hybrid position in Connecticut
Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
Five or more years of experience in commercial lending, asset-based lending, commercial finance, or portfolio management.
Strong understanding of commercial credit analysis, collateral monitoring, and portfolio risk management.
Knowledge of commercial loan documentation and the legal framework surrounding commercial finance.
Excellent financial analysis, communication, and relationship management skills.
Proficiency with Microsoft Office and commercial lending systems.
Ability to manage multiple client relationships while working independently and collaboratively.
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Managing Director, Originations
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Our client is a well-known BDC seeking experienced business development professionals to originate and grow a national portfolio of specialty finance transactions. This individual will focus primarily on Asset-Based Lending while identifying opportunities across a broad range of secured lending solutions, including opportunistic credit, healthcare finance, FILO facilities, and other specialty finance products.
We are recruiting in the Northeast, Chicago and other key markets in the US.
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Source, structure, negotiate, and close new Asset-Based Lending and specialty finance transactions.
Develop and expand referral relationships with banks, private equity firms, turnaround professionals, investment banks, consultants, and direct borrowers.
Evaluate opportunities from both a business development and credit perspective.
Partner with underwriting, portfolio management, and product specialists throughout the transaction process.
Represent the firm in the marketplace through networking and industry involvement while contributing to the continued growth of the national origination platform.
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Ideal locations include New York, Chicago, or other major U.S. markets.
Minimum of 10 years of Asset-Based or specialty lending experience with a strong foundation in credit, collateral analysis, and transaction structuring.
Experience across ABL, healthcare finance, FILO structures, or other specialty finance products is preferred.
Proven track record of originating and closing new business with an established referral network.
Entrepreneurial, self-motivated professional with strong market credibility and long-term leadership aspirations.
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Previous Representative Searches
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