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Rockbridge Search & Recruitment 29/03/2021

C&I Underwriter

Ref #: 150
Location: S. California S. California 91801
2021-06-29
Salary: $100k-$115k
Sector: Banking
Type: Permanent
Responsibilities
  • Work closely with commercial officers in completing reports for senior management for loan origination and portfolio monitoring.
  • Perform analysis of business entities and individuals to assess financial performance, and condition, trends, key drivers, projections, and risks, with a focus on their ability to service debt.
  • Produce a variety of summary analysis and monitoring reports, operating performance, and projection analysis.
  • Complete various forms and reports to request external reports (appraisals and environmental reports).
  • Contact bank customers to gather information and/or follow up on required items.
  • Handle various other underwriting, closing and portfolio management and upkeep tasks and responsibilities.
  • Special projects from loan officers and senior management.
Qualifications
  • Bachelor’s degree in accounting, economics, finance, or related field.
  • Thorough knowledge in review, analysis, and underwriting of commercial loans and personal/corporate financial statements, pertaining to Sponsors/Guarantors.
  • Ability to write reports, business correspondence and complete credit evaluations.
  • Solid understanding of financial statements and tax returns, including General Accepted Accounting Practices.
  • Experience with completing spreads and written credit analysis reports on borrowers and guarantors.
  • Excellent oral and written communications skills.
  • Ability to seek and gather information from multiple sources and manage multiple tasks.
  • Working knowledge of Microsoft Office products
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