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Position Information

Senior Underwriter, Portfolio Manager
Join our fun, smart, overachieving, and expanding team. We’re looking for people in the Dallas market who are not afraid to work hard, will seek out efficiencies and continuous improvements, are painstakingly accurate, can juggle multiple initiatives and priorities, communicate effectively, are adaptable but focused, are super proactive and responsive and want to be part of a growing opportunity.

Role Overview: Overseeing the account management, client / lender compliance, and ongoing relationships for building, monitoring, and retaining a performing customer base. Products include participations, secured debt loans to lenders and more traditional lender finance, focused in ABL, inventory, factoring, purchase order, equipment finance, and lender finance.

This role would be multi-faceted, providing both upward mobility and a wealth of opportunities. It includes pre-screening and comprehensive underwriting of post-proposals transactions including credit, collateral, company, character, underlying asset reviews based on the industry and product offered, and the various processes related to post-approval including loan documentation, closing and funding on new transaction or modifications for existing clients.

Focus Areas: Delivering Excellence
  • Contribute to structuring and due diligence, underwriting, legal documentation, closing, analyzing financial data and managing both new and existing complex asset-based loans
  • Safeguard credit quality and performance of the loan portfolio
  • Efficiently manage both new and existing complex Asset-Based loan files
  • Prepare comprehensive loan packages, presenting underwriting memos when necessary
  • Analyze and accurately document and report the financial performance of borrowers and ensure compliance with financial and loan covenants 
  • Proactively cultivate and maintain relationships, fostering customer satisfaction and loyalty
  • Compile and analyze periodic financial statements and tax returns of Borrowers
  • Monitor and manage Borrower deposit and loan disbursement/payment activity
  • Provide exceptional internal and external customer service
  • Help with oversight and management of troubled loans and workout situations
  • Oversee scope of work, field exams and analysis
Compensation: Includes competitive base salary and bonus opportunities based on work experience and performance. This is a unique opportunity to help further grow our platform for the future, joining a growing team in the Dallas market, while working with businesses and lenders nationwide.
Position: Senior Underwriter, Portfolio Manager
Organization: Haversine Funding
Location: Dallas,  TX 
United States
Posting Start Date: 10/1/2023
Date Posted: 8/22/2023
Requirements 7-10 years factoring, asset-based lending (ABL) and/or lender finance experience, along with underwriting, loan structuring, credit and portfolio management a value-add, field exam, loan documentation, loan workout desired, monitoring collateral and credit performance, economic and industry evaluations, or other directly related experience; Strong knowledge of accounting and finance; working knowledge of commercial/corporate loan structures, setting of appropriate loan and financial covenants and industry standard loan documentation; Ability to support the expand client relationships; Strong work ethic; Familiarity with loan processing and closing processes; Solid problem resolution, analysis, communication skills, both verbal and written; Bachelor’s degree in business, or finance preferred (or equivalent industry expertise); significant proficiency in Excel, positive attitude, detail oriented, accountable and reliable, solution oriented, adaptable to changes as we continue to grow the business and a desire to always seek to make things better.
Status: This listing expires on: 10/21/2023
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Organization Information
Haversine Funding
14555 Dallas Pkwy
Ste 100-313
Dallas,  TX 75254
United States
(469) 360-9712
Gen Merritt-Parikh