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IMA Financial Group

Insurance, risk management, and wealth advisory

Director – Lender Due Diligence

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeChicago, IL, USA

About the Job

Requirements

  • Nine years of similar or related experience.
  • Excellent interpersonal, organizational, oral, and written communication skills.
  • Strong management skills and the ability to maintain project deadlines and focus.
  • High attention to detail.
  • Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, Excel, and Teams.
  • A bachelor's degree in finance and/or accounting is required.
  • Moderate travel of 25–50% is required.

Responsibilities

  • Assess liquidation risk of assets in the context of an asset-based loan through detailed transaction testing and development of borrowing base calculations to help ensure lenders are secured against deteriorating borrower performance.
  • Perform industry and company research and assist in preparing reports and schedules for clients and other parties.
  • Maintain communication with clients and staff on engagements, provide direction, and update senior team members on progress and issues.
  • Provide financial and accounting services in lender due diligence practice areas while supporting multiple engagement projects simultaneously.
  • Perform procedures on asset-based lending deal types across healthcare, manufacturing, distribution, SaaS, and construction industries.
  • Lead teams in collateral reviews for banks and non-bank lenders or funds.
  • Review, mentor, and lead junior team members in areas of responsibility.
  • Support business development through networking and relationship building.
  • Develop in-depth knowledge of IMA Diligence Services products and services.
  • Cross-sell and identify opportunities across business lines.
  • Interact professionally and promptly with clients by email, phone, and in person.
  • Demonstrate IMA's core values and value diversity, equity, and inclusion among associates.

Desired Qualifications

  • A professional designation or license is preferred, such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Certified Fraud Examiner (CFE).

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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