Fund Finance Lead Banker, VP

The Fund Finance Lead Banker will play a key role in the origination, structuring, underwriting, and execution of structured finance transactions. This role supports structured financing solutions to financial sponsors, corporates, private equity funds, and specialty finance companies across a range of asset classes. The successful candidate will collaborate with internal stakeholders and external clients to structure bespoke, risk-adjusted financing solutions tailored to specific asset and borrower profiles.

Key Responsibilities and Duties

• Support and lead the structuring, execution and ongoing monitoring of structured finance transactions, including bilateral and syndicated financings.
• Analyze asset pools and develop cash flow models to support transaction structures and underwriting decisions.
• Coordinate the preparation of credit memos, due diligence reports, and term sheets for internal and external use.
• Coordinate with legal, credit and operations teams through deal execution and closing.
• Assess the creditworthiness of counterparties, underlying asset performance, and structural features of proposed deals.
• Monitoring performance and support risk management and regulatory reporting requirements.
• Assist senior bankers with business development activities, including pitchbooks, client presentations, and proposal development. Engage with clients, sponsors, advisors, and rating agencies to facilitate transactions and support relationship building.
• Maintain a working knowledge of structured product types and market dynamics; contributing to innovation in deal structuring and product evolution to meet evolving client and market needs.
• Guide associates and analysts, providing clear direction and feedback; delegates effectively while maintaining quality control over deliverables; mentor to junior bankers.

Minimum Qualifications

• 5+ years of experience at a financial institution or asset manager in credit underwriting or portfolio management, preferably within asset-backed finance, leveraged finance, or related departments.
• Demonstrated experience with structured credit underwriting and execution of new business transactions.
• Proven ability to prioritize work effectively, drive execution of junior level deliverables, meet deadlines, and achieve goals in a fast-paced, dynamic environment.
• Excellent verbal, written, and interpersonal communication skills, including the ability to clearly explain complex concepts.
• Ability and willingness to travel up to 15% of the time.

Preferred Qualifications

• 7+ years of experience in fund finance, asset-based lending, or structured credit, with direct exposure to alternative asset managers, financial sponsors, and/or institutional investors.
• Experience operating in a Senior Associate or VP (or equivalent) capacity, highly preferred.
• Proven ability to navigate and support the negotiation of complex legal documents.
• Demonstrated experience driving the execution of bilateral and agented transactions.

Role Specific Work Experience

• 5+ Years Required; 7+ Years Preferred

Educational Requirements

• University (Degree) Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Qualifications

*VP officer title is contingent upon approval by the EverBank Board of Directors.

Posting End Date: 9/4/26

Pay Range

$191,300 - $258,700

Pay & Benefits Summary

EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Tuition reimbursement
• Commuter Benefits
• Life and Disability Insurance

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

Job Seeker Notice

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

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Member FDIC

Notice to Job Seekers