Director, Seniors Housing

About Us

How This Role Impacts Live Oak and its People

The Director Seniors Housing will support the success of the Seniors Housing team by sourcing new client opportunities winning those opportunities onboarding new relationships and managing client relationships post-loan closing. The Director will operate independently and in collaboration with senior leaders contributing to the construction of a sound and profitable portfolio of Seniors Housing clients. While not responsible for managing a full team of relationship managers the Director may mentor junior team members and serve as a deal lead when appropriate. This role is a visible representative of Live Oak in the Seniors Housing market and will work closely with Analysts and other internal stakeholders to ensure credit quality and client satisfaction.

What Youll Do at Live Oak

• Source and evaluate new loan opportunities in the Seniors Housing space by calling on owners operators and investors; attending industry events; and traveling as needed to expand Live Oaks reach

• Represent Live Oak in the market building brand awareness and client trust

• Lead or support term sheet negotiations with prospects to win deals; collaborate with senior leaders as needed

• Collaborate with Analysts to oversee underwriting and ensure alignment with Seniors Housing credit standards

• Manage the credit approval and loan documentation process in partnership with internal and external stakeholders to ensure smooth onboarding

• Serve as the primary contact for clients post-closing conducting regular check-ins and identifying opportunities to deepen relationships

• Monitor client performance and compliance; escalate concerns to Credit or SAG when necessary

• Identify opportunities to cross-sell deposit and treasury products to existing clients

• Maintain strong relationships with key Seniors Housing firms and referral sources.

• Support Analysts and junior team members in skill development and deal execution.

Required and Preferred Experience

Required Experience

• Minimum of 7 years of experience in Seniors Housing or a closely related industry.

• Proven experience in underwriting and servicing commercial banking credits.

• Strong financial analysis and modeling capabilities.

• Demonstrated sound judgment in credit decision-making and client relationship management.

• Familiarity with bank lending policies procedures and criteria.

• Proficiency in Microsoft Word and Excel.

• Excellent customer service and interpersonal skills.

• High degree of self-motivation dedication and perseverance.

• Willingness to travel and work in a demanding fast-paced environment.

Preferred Experience

• Experience working with Seniors Housing firms and their portfolio companies.

• Exposure to cross-functional collaboration with credit legal and operations teams.

• Prior experience in mentoring junior team members or Analysts.

• Bachelors degree in Finance Business Real Estate or related field.

• Familiarity with treasury management and deposit products.

• Experience attending and networking at industry conferences and events.

Our Values

• Dedication:Possess a deep commitment to Live Oak Banks mission and core values exemplified through a strong work ethic adaptability and pride in your work.

• Ownership:Take initiative to deliver positive results by proactively and creatively solving problems while maintaining a high degree of quality.

• Respect:Treat everyone with courtesy politeness and kindness.

• Innovation:Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.

• Teamwork: Foster collaboration accountability and trust with others and understand that together we do more

For a detailed overview of our employee benefits please visit: Oak Bank is an Affirmative Action and Equal Opportunity Employer Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information veteran status or disability. Equal access to programs service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at.

EEO is the Law

Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave including but not limited to Arizona California Colorado District of Columbia Maine Maryland Massachusetts Michigan Nevada New Jersey New Mexico New York Oregon Rhode Island Vermont and Washington.