Logo for Legalist

Managing Director, Originations

Role overview

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

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

Key facts

  • Remote from: United States
  • Full time
  • Expert & Leadership (>10 years)
  • English

Other skills

  • Negotiation
  • Relationship Management
  • Collaboration

About the company

Legalist logo

Legalist

Investment Management

Legalist is an institutional alternative asset management firm. The firm uses data-driven technology to invest in credit assets at scale. Legalist combines proprietary sourcing technology with rigorous underwriting expertise to generate risk-adjusted returns for its clients.

Company details

IndustryInvestment Management
Company size11 - 50

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Intro description:

Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.

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

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Related jobs

Other jobs at Legalist

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.