Managing Director, Originations

Legalist$150K — $200K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in commercial lending or private credit transactions
  • Demonstrated history of facilitating loans between $5 million and $50 million
  • Proven track record of managing a high volume of term sheets
  • Established relationships with borrowers, intermediaries, and banking sponsors
  • Strong grasp of credit structures, collateral, loan documentation, and commercial finance
  • Excellent skills in negotiation and relationship management
  • Capacity to work independently and collaborate with underwriting and portfolio teams

Responsibilities

  • Source new lending opportunities via direct outreach and referral networks
  • Develop robust relationships with various financial and advisory institutions
  • Lead borrower discussions to assess strategic alignment
  • Structure financing solutions that align with both borrower needs and fund objectives
  • Negotiate and prepare indicative terms, letters of intent, and term sheets
  • Maintain an active pipeline and accurately forecast lending opportunities
  • Create long-term relationships that foster repeat business and referrals
  • Collaborate with investment professionals to support transitions from origination to closing

Benefits

  • Opportunity to work within lower middle-market lending
  • Engagement in a collaborative and supportive work environment
  • Access to a vast network of financial professionals and clients
  • Career growth opportunities through relationship-building and deal structuring
  • Involvement in significant finance transactions that impact businesses directly
Full Job Description
We are seeking an experienced private credit originator to source and term sheet lending opportunities for lower middle-market companies. This individual will be responsible for developing new borrower and intermediary relationships, managing the lending process through executed term sheets, and becoming a trusted financing partner within our target markets. The ideal candidate has an established network of referral sources and borrowers and has demonstrated success originating asset-based, cash flow, or specialty finance transactions in the $5 million to $50 million range. Responsibilities • Source new lending opportunities through direct borrower outreach and referral networks. • Develop relationships with investment banks, commercial banks, private equity sponsors, consultants, accountants, attorneys, and other intermediaries. • Lead initial borrower discussions and determine strategic fit. • Structure financing solutions that satisfy borrower needs while meeting fund investment objectives. • Prepare and negotiate indicative terms, letters of intent, and term sheets. • Maintain an active pipeline of qualified lending opportunities and provide accurate forecasting. • Develop long-term relationships that generate repeat business and referrals. • Work collaboratively with investment professionals to ensure a smooth transition from origination through closing. Qualifications • 10+ years of experience originating commercial lending or private credit transactions. • Demonstrated history of originating loans in the $5 million to $50 million range. • Proven ability to execute a high annual volume of term sheets and maintain a robust pipeline. • Established network of borrower, intermediary, sponsor, and banking relationships. • Strong understanding of credit structures, collateral, loan documentation, and commercial finance. • Excellent negotiation and relationship management skills. • Ability to work independently while collaborating closely with underwriting and portfolio management teams. Preferred Experience Experience in one or more of the following: • Direct lending • Private credit • Asset-based lending • Specialty finance • Commercial banking • Structured finance

About Legalist

Legalist is a litigation finance firm that provides funding to plaintiffs in commercial lawsuits. The company uses machine learning algorithms to analyze legal cases and determine their likelihood of success, allowing it to make informed investment decisions. Legalist was founded in 2016 and is based in San Francisco, California.
Learn more about Legalist
Size
20 employees
Industry
Founded
2016

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