Credit Associate

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Job description

ABOUT THE POSITION

B.E. Blank & Company ("the Firm") is seeking a high caliber finance professional to fill a key credit underwriting role within our investment team. The ideal candidate will have at least three to five years of experience at a commercial lending firm. The Credit Underwriting Associate will work directly with the Deputy Chief Investment Officer and other Principals to inform decision-making in all aspects of the Firm's underwriting and investment processes.

A successful Credit Underwriting Associate will utilize independent research, industry knowledge, and financial analyses to assess the credit worthiness of potential borrowers. (S)he will track and proactively execute a high volume of credit files at any one time. The Credit Underwriting Associate must be able to summarize his/her findings in clear, concise memoranda to the Firm's investment committee.

The ideal candidate is a hands-on, self-starting team player who thrives in an entrepreneurial culture. (S)he is proactive, detail oriented, collaborative, organized, can manage multiple priorities, and wants to be part of a growing investment firm capable of delivering exceptional outcomes.

ABOUT OUR FIRM

B.E. Blank & Company is a West Palm Beach-based investment manager founded in 2017. We are the capital partner of choice for values-aligned law firms that utilize our investments to broaden access to justice and drive positive behavioral changes amongst society's most powerful actors. We believe that conscious capitalism is a force multiplier that can inspire law firms to operate above the profession's high ethical standards and help create a world where attorneys utilize their talents as accelerating forces for societal advancement.

The Firm is the investment manager to two funds that are designed to provide investors with non-correlated, favorable risk-adjusted returns with limited volatility by providing working capital to stakeholder-centric law firms that are mission-oriented and values-aligned.

KEY RESPONSIBILITIES

• Underwrite commercial loans by reviewing and analyzing financial data, borrower performance and character, and operational capabilities to assess credit worthiness
• Estimate the degree of risk involved in extending commercial credit to law firms
• Perform cash flow analyses to project a law firm's ability to service its credit facility
• Create weekly pipeline reports and investment committee memoranda
• Liaise with the Firm's sourcing, legal and loan servicing areas as relevant to credit underwriting functions
• Assist with other initiatives as requested, including the creation of tools/templates, marketing materials, press releases, recruiting, and other internal processes

The candidate will also perform critical responsibilities that may be unique to B.E. Blank & Company, which include serving as a culture and brand ambassador in all interactions with our stakeholders, and demonstrating and promoting the Firm's core values:

• The highest levels of ethics and integrity are key to our success
• Never stop learning
• Strive toward personal growth and advancement
• Live a balanced life and create joy for oneself and others
• Enjoy the journey
• Give back to the community

EDUCATION, EXPERIENCE, SKILLS, AND MINDSET

• A successful candidate will hold at least a bachelor's degree in accounting, finance, or related fields, with exceptional academic credentials
• A successful candidate will have approximately three to five years of experience in credit/financial analysis at a commercial lender
• Strong organizational, multi-tasking and prioritization skills are essential given the high-volume, project-to-project nature of the position
• Effective written and verbal communication skills, as well as an uncompromising attention to detail, is required
• Demonstrated proficiency with Microsoft Excel is required
• Public service experience, including service with the armed forces, in government, or in the non-profit sector is a plus

Those who will excel in this role demonstrate that a long-term perspective is central to one's purpose and have a track record of exhibiting these qualities through:

• Seeking responsibility while exercising self-awareness to know when to ask for assistance
• Championing a collaborative approach and balancing advocacy with inquiry
• Being a servant leader with humility who elevates those around him/her