About the role
Client Acquisition & Engagement
- Identify and engage high-potential clients to fortify and expand the Recur Club portfolio.
- Astutely assess funding requirements — quantum, pricing, security, and end-use — with precision.
- Cultivate deep, trust-anchored relationships by embodying a "co-founder mindset" — becoming a genuine strategic ally in every client's growth odyssey.
Deal Management
- Collate and validate critical data to curate and shepherd deal funnels across stages — Spark, Swift, and Scale.
- Spearhead the preparation and execution of engagement letters; scrutinize deal one-pagers for accuracy and compliance.
Lender Coordination
- Present meticulously curated deals to lenders, distilling key insights to catalyse swift closures.
- Orchestrate lender-side documentation and escalate friction points with urgency and finesse.
Portfolio Monitoring
- Proactively govern collections with an eagle eye on Early Warning Signals (EWS) and Days Past Due (DPD).
- Deepen portfolio relationships to unearth and capitalise on redeployment opportunities.
Process Excellence
- Uphold impeccable deal hygiene — keeping HubSpot data accurate, current, and audit-ready.
- Resolve client and lender queries with alacrity while championing platform adoption and informed lender selection.
Invoicing & Realization
- Supervise invoicing and collections in close collaboration with Operations — ensuring timely, frictionless payment realization.
Who We're Looking For
→ 2–6 years in private credit/lending. → Prior exposure to credit underwriting, term sheet negotiation, and deal execution → CA Rank Holder/ CFA L3 Cleared→ Strong written communication — memos, IC notes, deal narratives → Ability to manage multiple deals simultaneously → End-to-end ownership mindset. You don't wait to be told what to do next. → Comfortable using AI tools — we use them for deal analysis, early screening, and improving conversion. Tech-savviness is a must. → Someone who genuinely enjoys the client conversation — curious about businesses, not just transactions.