Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank
Core
Perform credit underwriting, financial analysis, and portfolio management for the Regional Commercial Bank, managing new loan transactions and existing customer accounts.
Role type
Senior IC credit underwriter and portfolio manager
Builds
Commercial loan portfolio and credit approval documentation
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, credit risk assessment, financial modeling, due diligence, credit structuring, compliance monitoring, stakeholder communication, portfolio management, risk rating analysis, problem account resolution
Preferred skills
Accounting or Finance degree, credit risk management coursework
Technologies
Financial modeling tools, credit analysis software
Responsibilities
Perform due diligence on industry and company performance; conduct thorough financial analysis and identify risks; prepare financial modeling inputs and credit approval documents; coordinate closing processes; monitor and adjust risk ratings for existing accounts; resolve problem accounts; mentor new hires
Seniority
Mid-level, hands-on IC