Director, Lender Due Diligence

Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interact professionally and timely with clients via email, phone, and in-person
• Assess risk of liquidation of assets in the context of an Asset Based Loan, primarily through detailed testing of transactions and development of borrowing base calculations to ensure lenders are properly secured against deteriorating performance of a borrower
• Perform industry and company research and assist in preparing reports and schedules that will be delivered to clients and other parties
• Provide support and direction to maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues
• Provide financial and accounting related services in the Lender Due Diligence practice areas, supporting multiple engagement projects simultaneously
• Perform procedures on all ABL deal types including healthcare, manufacturing, distribution, SaaS, and construction industry
• Lead teams in Collateral Reviews for Financial Institutions (Banks and Non-bank Lenders/Funds)
• Constructively review, mentor, and lead junior team members in all areas of responsibility
• Support business development efforts through networking/relationship building
• In depth knowledge of all products and services provided by RedRidge
• Ability to cross sell and identify additional opportunities across all business lines

Requirements

• Nine years of similar or related experience
• Excellent interpersonal, organizational, oral, and written communication skills
• Strong management skills, and ability to maintain project deadlines and focus
• High attention to detail
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams)
• Professional designation or license preferred though not required – Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Certified Fraud Examiner (CFE)
• Moderate travel required (25–50%)
• Bachelor’s Degree in finance and/or accounting required

Pay

Salary range: $150,000 – $175,000 USD per year.

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

About the company

IMA Financial Group puts associates first with an entrepreneurial, expanding culture where you can develop lasting relationships, earn competitive benefits, and claim part ownership through a unique ownership business model. Teams work, sell, and win together, supported by systems that let each associate focus on what they do best. As an independent Midwest-based company, IMA is large enough to write business worldwide yet agile enough to implement ideas quickly.

IMA is nationally recognized as an industry leader, including: Business Insurance Magazine – Best Places to Work in Insurance; US Insurance Awards – Community Outreach Project of the Year; U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist; Inc. Magazine Best Workplaces; Inc. 5000 – List of Fastest Growing Companies; and numerous regional Best Places to Work honors across Alaska, Charlotte, Civic 50 Colorado, Connecticut, Dallas, Denver, Kansas City, Los Angeles, Puget Sound, Tampa Bay, Salt Lake City, Utah, and Wichita.