Associate

Location: Baltimore/Washington D.C. Metro Areas | Start Date: ASAP

POSITION SUMMARY:

This role is a highly visible role and involves routine interaction with our clients, which include money-center banks, institutional lenders and investors, financial intermediaries, family offices and accredited investors. We are seeking an experienced professional holding an MBA or Bachelor’s degree from an accredited university. The ideal candidate demonstrates excellent communication skills and the capacity to work both independently and with other examiners, clients or team members.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Conduct due diligence services including field examinations, portfolio reviews and acquisition due diligence for a wide variety of lenders or our clients
  • Evaluate transactions on a case by case basis within the scope of work provided by our clients
  • Input examination findings into excel templates and create written reports to address these findings
  • Navigate through multiple software programs, including Monarch, Microsoft Excel and Expense Watch
  • Conduct conference calls and meetings with our clients
  • Perform professional and social interaction with clients

QUALIFICATIONS:

  • Education: Bachelor’s Degree, MBA
  • Excellent communication skills
  • Attention to detail
  • Ability to meet strict deadlines
  • Proficient in Microsoft Office
  • At least 2 years of work experience
  • Flexibility to travel
  • Ability to relocate
  • Capacity to learn new excel templates quickly

If you believe that you are the appropriate candidate for this position and would like to join a growing, dynamic organization, please complete the form and submit a resume with a cover letter that includes salary history and requirements.

Selected Position*
Name*
Email*
Phone Number*
Upload Resume*
Upload Cover Letter