Bevel Financial · 7 hours ago
Capital Markets Associate
Columbia, MO
Full-time
Onsite
Mid, Senior Level
3+ years expBevel Financial is innovating the lending world through technology and streamlined processes. The Capital Markets Associate will act as a key liaison with institutional lenders, responsible for sourcing and managing relationships, negotiating financing terms, and ensuring optimal placement of commercial financing opportunities.
Commercial Real EstateConsumer LendingFinanceLending
Responsibilities
Source, onboard, and manage relationships with institutional lenders, banks, credit funds, and alternative financing partners to expand Bevel’s capital markets network
Structure and place commercial financing opportunities from Bevel’s client base, including equipment finance transactions ranging from $10K to $50M+, sale-leaseback structures, and asset-backed facilities
Negotiate pricing, terms, and covenants with lenders to secure optimal financing structures for clients while maintaining strong lender partnership dynamics
Manage deal pipeline and coordinate transaction flow from origination through closing, ensuring timely execution and documentation across multiple lending partners
Serve as primary point of contact for lender partners, providing portfolio updates, performance reporting, and market intelligence to maintain active lending relationships
Maintain lender credit boxes, program guidelines, and appetite parameters to efficiently match client opportunities with appropriate capital sources
Coordinate with internal operations team on post-close servicing requirements, compliance reporting, and ongoing lender relationship management
Represent Bevel Financial at industry conferences including ELFA, NEFA, and other equipment finance events to expand lender network and market presence
Develop and maintain market intelligence on competitive financing terms, industry trends, and capital market conditions affecting commercial equipment finance
Qualification
Required
Bachelor's degree in finance, economics, business administration, or related field
3-7 years' experience in equipment finance, commercial lending, credit analysis, or capital markets with direct lender interaction
Demonstrated success in building and managing institutional lender relationships or sourcing commercial financing
Strong understanding of equipment finance structures including loans, leases, sale-leasebacks, and asset-backed facilities
Experience with credit underwriting, financial statement analysis, and transaction structuring
Excellent negotiation and communication skills with ability to articulate complex financing structures to multiple stakeholders
Strong organizational skills and attention to detail with ability to manage multiple concurrent transactions
Proficiency with CRM systems (Salesforce, Podio), financial modeling, and transaction management software
Self-starter mentality with entrepreneurial drive suited to a fast-paced, growing commercial financing marketplace
Willingness to travel for industry conferences, lender meetings, and market development activities
Benefits
Health Coverage: Comprehensive medical, dental, and vision plans. Also offers a Health Saving Account (HSA)
Retirement: Features a 401(k) retirement plan and match
Company
Bevel Financial
Bevel Financial offers simple, accelerated business financing and commercial lending solutions.
11-50 employees
Funding
Current Stage
Early StageRecent News
Inside INdiana Business
2025-06-09
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