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Credit Products Leveraged Finance Associate

Charlotte, NC - Charlotte Uptown Branch💼 Full-time💰 $95,681–$95,681🗓 2026-07-08 → 2026-07-31

Core

Supports Credit Products Managers in identifying and mitigating risks in existing and proposed credit products, including underwriting new or renewed credit exposure and managing loan portfolios.

Role type

Associate (First Line of Defense)

Builds

Credit approval packages, risk ratings, and loan documentation for commercial credit opportunities.

Domain

Banking / Leveraged Finance / Commercial Credit

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work -> client delivery (credit underwriting and portfolio management)

Required skills

credit underwriting, financial analysis, covenant compliance monitoring, risk rating determination, financial modeling, due diligence, loan documentation review, portfolio management, regulatory compliance

Preferred skills

complex financial modeling, credit judgment, deal structuring, mentorship of analysts, market knowledge of leveraged finance trends

Technologies

N/A

Responsibilities

Prepare credit approval packages including risk ratings and financial performance analysis; analyze guarantors and review loan documents pre-closing; maintain credit files and monitor portfolio covenant compliance; conduct due diligence and drive credit analysis for leveraged transactions; mentor Analysts on deal execution.

Seniority

Associate, execution-focused with mentorship responsibilities

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