Credit Products Specialist I - ESOP Finance
Core
Supports underwriting, structuring, and management of commercial credit relationships, specifically within ESOP-related leveraged buyouts of privately held companies.
Role type
Credit Products Specialist I
Builds
Commercial loan transactions and credit portfolios for ESOP financing
Domain
Banking / Commercial Lending / ESOP Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, risk assessment, loan structuring, financial modeling, credit decision tools, regulatory compliance
Preferred skills
Mentorship, market trend analysis, cross-functional collaboration
Technologies
Excel (financial modeling, pivot tables, VLOOKUP), credit analysis software
Responsibilities
Analyze financial statements and assess borrower creditworthiness; monitor covenant compliance and borrowing bases; structure new loan transactions; mentor analysts on credit expertise; resolve portfolio problems.
Seniority
Junior, hands-on IC
