Senior Credit Underwriter – Global Wealth and Investment Management

Role Overview

• Manages a portfolio of clients underwriting moderate to high complexity
• Independently works with Relationship Management and Risk teammates to understand structuring needs
• Delivers financial modeling, loan structure, industry, economic, and other analyses to support loan decision-making
• Reviews work of junior teammates to provide feedback/coaching
• Leads loan structure discussions and documentation process
• Completes Credit Approval Memos and Modifications for complex, custom loan products

Requirements

• 8+ years of private wealth management credit or commercial credit experience
• Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams
• Proficiency in Word, Excel and PowerPoint
• Bachelor’s degree in business administration, finance, accounting or economics preferred
• Formal Credit Training and/or Commercial/Wealth Management credit experience preferred

Benefits

• Discretionary incentive eligible
• Annual discretionary award based on performance
• Access to paid time off
• Industry-leading benefits