Associate Director - Relationship Manager -Note Finance

Description

Summary:

The Associate Director -Note Finance will be a part of a team supporting Corporate Bankers across Corporate, Specialty and Government Banking verticals for industry specific information and client presentations. The Associate Director supports senior Relationship Managers (Managing Directors) in originating, evaluating, and managing client relationships and transactions. This role is responsible for gathering and analyzing financial and operating data to inform deal structuring, preparing and coordinating credit materials, and assisting in the execution of new and existing transactions.

Key responsibilities include collaborating with Relationship Managers to structure deals through detailed financial analysis and return modeling; compiling and organizing information for internal approval processes, including credit and committee memoranda; and supporting the development of client presentations and transaction materials. The Associate will participate in client and internal deal calls, contribute to pipeline management, and assist with client prospecting and relationship development efforts. This role requires strong analytical skills, attention to detail, and the ability to manage multiple workstreams while working collaboratively across teams. Please note: preferred location is Dallas, TX.

Duties and Responsibilities:

• Work with all bankers to track client & specific industry market activity.
• Manage the pitch book process for all bankers across industry groups, upholding Huntington Capital Markets branding and standards.
• Develop Huntington overview, qualifications specific to each potential client, and comparable company analysis for strategic dialogue with clients.
• Integrate comparable company analysis with all product group for strategy discussion or specific financing comps.
• Conduct management reporting on client activity and ensure ideas and successes are communicated across the platform.
• Working closely with the RM/PM/Capital Markets team, conduct integrated modeling and discussion materials aligned to our client’s corporate finance decisions.
• Act as the liaison to deal management and all product groups within Huntington for idea generation and presentations.
• Effectively partner with Capital Markets for specific market updates, situation specific analysis, and financing solutions.
• Complete client Opportunity Overview to drive financing discussions with capital markets partners.
• Performs other duties as assigned.

Basic Qualifications:

• Bachelor’s Degree
• 5 or more years' experience with credit/lending in Commercial Banking
• 2 or more years Commercial Relationship Manager or Commercial Real Estate lending experience

Preferred Qualifications:

• Demonstrated success structuring and underwriting commercial credit
• Proficiency using Microsoft Word and Excel
• Strong written and verbal communication
• Strong customer service orientation
• Established professional network
• High level of business acumen

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Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Workplace Type:

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.