This role is responsible for performing risk assessment and repayment capacity analysis for moderately complex to complex transactions with limited oversight
Job Summary
This role is responsible for performing risk assessment and repayment capacity analysis for moderately complex to complex transactions with limited oversight.
The Senior Credit Underwriter partners closely with the Credit Advisor to develop and expand custom lending relationships with strategic wealth clients.
Employees are eligible for an annual discretionary award based on individual performance, line of business contributions, and overall company success.
Matching Summary
This role is responsible for performing risk assessment and repayment capacity analysis for moderately complex to complex transactions with limited oversight.
Salary
Base: $98,000.00 - $162,500.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
10+ years commercial credit experience
Complex financial analysis and modeling
Custom loan product structuring
Ultra-high-net-worth client assessment
Credit approval memo documentation
Nice-to-have
Formal credit training preferred
Strong negotiation skills
Mentoring junior underwriters
Process improvement initiatives
Excellent interpersonal communication
Key Requirements
10+ years commercial or private wealth management credit experience
Bachelor's degree in business, finance, accounting, or economics preferred