Fund Finance Lead Banker, VP*
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the posting. Content: - Title: The Fund Finance Lead Banker (not to be repeated as heading) - About the role: description: "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." - Responsibilities: list of duties: many bullet-like sentences. - Minimum Qualifications: list. - Preferred Qualifications: list. - Role Specific Work Experience: 5+ Years Required; 7+ Years Preferred - Educational Requirements: University (Degree) Preferred - Physical Requirements: Sedentary Work - Career Level: 8IC $191,300 - $258,700 - Company description: EverBank, N.A. ... (maybe not needed as a section? Could be "About the company" but not in allowed headings. We can maybe include under About the role? Not needed. The instructions: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role, Responsibilities, Requirements (maybe combine Minimum and Preferred?), Qualifications (maybe separate?), Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have: - About the role: yes. - Responsibilities: yes. - Requirements: we have Minimum Qualifications (could be Requirements). Also Preferred Qualifications could be under Qualifications or Requirements. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have both Requirements and Qualifications if content distinct. But we could combine. We have "Minimum Qualifications" and "Preferred Qualifications". Could map Minimum to Requirements, Preferred to Qualifications. We have "Role Specific Work Experience" and "Educational Requirements" maybe also under Requirements or Qualifications. We have "Physical Requirements": Sedentary Work. We have "Career Level" with salary range: that is Pay. We have Benefits: description of benefits. We have Schedule: not mentioned. No schedule info. So we should not include Schedule. We have Skills: not explicitly listed but could infer from responsibilities? But we should not invent. So we should not include Skills unless explicit. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay. Check each for real specific content. About the role: we have paragraph. Responsibilities: list of duties. Requirements: Minimum Qualifications (5+ years experience etc). Also Role Specific Work Experience (5+ Years Required; 7+ Years Preferred) and Educational Requirements (University (Degree) Preferred) and Physical Requirements (Sedentary Work). Could combine. Qualifications: Preferred Qualifications (7+ years experience in fund finance etc). Also maybe "Experience operating in a Senior Associate or VP (or equivalent) capacity, highly preferred." etc. Benefits: list of benefits. Pay: Career level salary range. We must not include boilerplate like EEO, etc. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove "Posting End Date: 9/4/26" maybe considered metadata; we can drop. Also remove "VEVRAA Federal Contractor Member FDIC Notice to Job Seekers". Also remove "EverBank, N.A. is a nationwide specialty bank..." maybe not needed but could be considered company description; not required headings. Could be omitted as not under allowed headings. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Remove boilerplate. The company description might be substantive but not under a heading; we could include it as a paragraph under About the role? But About the role already has description of role; adding company description might be okay as extra paragraph but not under a heading. However we must not add extra headings. We could include it as a
after About the role before Responsibilities? But that might be considered extra content not under a heading; allowed? The instruction: Output ONLY the HTML fragment. It didn't forbid extra paragraphs not under headings. But they said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. So we can have prose paragraphs anywhere. So we could include company description as a paragraph under About the role or separate.
But we need to preserve ALL substantive information. The company description is substantive. So we should include it somewhere. Perhaps as a paragraph after About the role heading.
Similarly, "Career Level 8IC $191,300 - $258,700" is Pay.
Also "Posting End Date: 9/4/26" maybe minor metadata; we can drop.
Also "VP officer title is contingent upon approval by the EverBank Board of Directors." That's maybe a note under Qualifications? Could be included as a note.
We need to avoid duplication.
Let's extract sections:
About the role: The first paragraph.
We could also include company description as a separate paragraph under About the role.
Responsibilities: list each duty.
Let's list responsibilities sentences:
- 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.
We'll put each as
- .
Requirements: Minimum Qualifications + Role Specific Work Experience + Educational Requirements + Physical Requirements.
Minimum Qualifications bullet list:
- 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.
Role Specific Work Experience: "5+ Years Required; 7+ Years Preferred" (maybe as a bullet).
Educational Requirements: "University (Degree) Preferred".
Physical Requirements: "Sedentary Work".
We could combine these into a
under Requirements.
Qualifications: Preferred Qualifications bullet list:
- 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.
Also maybe "VP officer title is contingent upon approval by the EverBank Board of Directors." Could be a note.
Benefits: list:
- 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
We need to preserve exactly as posted.
Pay: "Career Level 8IC $191,300 - $258,700". Could be a paragraph.
We should not include Schedule.
Now produce HTML:
About the role
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.
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.
Responsibilities
- 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.
Requirements
- 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.
- 5+ Years Required; 7+ Years Preferred (Role Specific Work Experience)
- University (Degree) Preferred (Educational Requirements)
- Sedentary Work (Physical Requirements)
Qualifications
for prose. So we can have prose paragraphs anywhere. So we could include company description as a paragraph under About the role or separate. But we need to preserve ALL substantive information. The company description is substantive. So we should include it somewhere. Perhaps as a paragraph after About the role heading. Similarly, "Career Level 8IC $191,300 - $258,700" is Pay. Also "Posting End Date: 9/4/26" maybe minor metadata; we can drop. Also "VP officer title is contingent upon approval by the EverBank Board of Directors." That's maybe a note under Qualifications? Could be included as a note. We need to avoid duplication. Let's extract sections: About the role: The first paragraph. We could also include company description as a separate paragraph under About the role. Responsibilities: list each duty. Let's list responsibilities sentences: - 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. We'll put each as
- under Requirements.
Qualifications: Preferred Qualifications bullet list:
- 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.
Also maybe "VP officer title is contingent upon approval by the EverBank Board of Directors." Could be a note.
Benefits: list:
- 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
We need to preserve exactly as posted.
Pay: "Career Level 8IC $191,300 - $258,700". Could be a paragraph.
We should not include Schedule.
Now produce HTML:
- 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.
- 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.
- 5+ Years Required; 7+ Years Preferred (Role Specific Work Experience)
- University (Degree) Preferred (Educational Requirements)
- Sedentary Work (Physical Requirements)
About the role
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.
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.