Senior Relationship Manager - Fund Finance

Position Title Senior Relationship Manager - Fund Finance Location Palo Alto, CA 94301 Job Summary The Senior Relationship Manager will be responsible for building and managing commercial loan relationships within Fund Finance. The Sr. RM is a specialized role focused on providing liquidity and leverage solutions directly to the investment funds managed by Venture Capital ("VC") and Private Equity ("PE") sponsors. Using subscription credit facility as the primary fund finance product offering, the Sr. RM acts as a strategic partner to Chief Financial Officers ("CFOs"), fund controllers and Capital Markets executives in optimizing fund performance and management of capital calls.

Job Responsibilities:

New Business Origination:

Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).

Relationship Management:

Works with assigned portfolio managers, engage with sponsors and borrowers on idea generation and relevant opportunities to expand our relationship.

Strategic Planning:

Partners with management to create action plans that ensure the achievement of goals. Tracks production and revenue, and forecasting results for management based on existing pipelines.

Credit Quality:

Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Ultimately responsible for managing the banks risk exposure to acceptable levels.

Maintaining Knowledge:

Stays abreast of industry trends and market conditions that could impact the assigned portfolio of relationships and borrowers. Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Required Qualifications:

Education level required: High School Diploma or Equivalent Undergraduate Degree (4 years or equivalent) in business, finance or related field, preferred Minimum experience required: 10+ Years of experience as a Commercial Lending Relationship Manager and/or commercial loan sales (preferably in the Leveraged Loan space). Experience specific to sponsor finance, required. 5+ years of experience with commercial lending credit. Advanced knowledge of commercial lending credit, underwriting and loan structuring skills. Advanced analytical skills to understand financial and cash flow analyses. Advanced negotiation skills in addition to excellent verbal and written communication skills. Computer proficiency in Microsoft Office applications including; Word and Excel. Some travel may be required. Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank Pay Range $140,781.75 - $239,461.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable. Flagstar Bank, N.A. is based in Hicksville, NY, and at December 31, 2025, had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity. We are a leading regional bank with approximately 340 locations, and strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive. Our focus is on four core lines of business that include Personal, Private, Small Business and Corporate & Commercial Banking. Flagstar Bank is committed to ensuring that you can successfully engage in our recruiting process. If you need assistance completing your employment application or if you would like to request a reasonable accommodation, please contact our team at careers@flagstar.com. Equal Opportunity Employer For more

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