Take-On Manager

Kennesaw, Georgia 

Purpose of the role

  • Coordinates the client take on, underwriting and closing processes to ensure a timely and expeditious execution of a new business transaction in-line with client’s expectations.
  • Ensures the sanctioning process is completed within the parameters and authority levels, as governed by Bibby policy.
  • Introduces new clients to the Factorsoft Operating System. Explains key expectations, daily funding deadlines, and overall operational function.
  • Champions the Risk Framework and its adoption within the business unit.
  • Represents the interests of their company internally and externally.

Key Responsibilities and Accountabilities

  • Coordinates and analyzes results of due diligence searches, audits, and background reports.
  • Meets and/or interviews the prospective client’s management team where appropriate and in support of the new business staff and/or senior management.
  • Collates and reviews prospective client’s historical and projected financial statements, cash flows, and availability of collateral value, ensuring accurately reflected in Sanction Request.
  • Identifies critical transactional/structural risks and communicates issues to senior management.
  • Monitors the prospective clients file progression internally and externally; Including with third-parties such as existing lenders, partner lenders, appraisers, outside counsel and industry consultants bringing in senior management at the appropriate time.
  • Ensures all pre-funding sanctioning conditions have been completed.
  • Undertakes/coordinates initial verification of the prospect’s A/R.
  • Coordinates the initial funding of transactions including the closing/reconciliation of good faith deposits and the preparation of funding documentation and memos.
  • Facilitates the effective handover of new client to Operations staff servicing the facility.
  • Undertakes project work as required by the local and/or group companies.
  • Assists Operations Team with collect-outs on failed clients, as needed.
  • Ensures that best practice is both shared and implemented within their operating company.
  • Reviews, updates, and keeps current the active client count. Ensuring all systems and reports match.
  • Updates Sales Force Chatter with all pertinent account updates and movement to promote open communication between the operations and sales teams.
  • Keeps the management team updated on deal movement and proactively takes steps to progress to close.
  • Performs other related duties and tasks as necessary or as assigned.

Key Skills and Knowledge

  • Manages multiple priorities in an organized manner to meet set deadlines. Reassesses if higher need arises. Copes well with demands of the job and manages their time efficiently.
  • Possesses excellent communication skills with the ability to motivate, influence and inspire others. Leads by example.
  • Exercises independent judgment and applies prudent risk mitigation principles. Understands how and when to elevate issues when required.
  • Provides a solution to any arising issues. Takes accountability for decisions made.
  • Maintains a high level of effectiveness during times of change by adapting behaviour and approaches to changing circumstances. Accepts additional and changing roles, responsibilities and tasks.
  • Listens with acute attention to detail.
  • Focuses on Customers. Knows and cares about our internal and external customers. Works as a team to deliver excellent service and exceed their expectations.
  • Understands the complexities and key factors that impact our business.
  • Drives for outstanding results & can be counted on to do so.
  • Understands key features of Bibby’s core and specialist products.
  • Demonstrates loyalty to Bibby, its vision and values and works with consistency, integrity, accountability and shows enthusiasm. Builds team spirit.


Bachelor’s Degree or equivalent experience. Ability to work as part of a team in an office environment and to act independently when required. Computer literate with excellent keyboarding skills and competency with Microsoft Office; ability to learn new systems quickly. Excellent verbal and written communication skills required; strong customer service skills.

Send your resume + cover letter to hr@bibbyusa.com.