C&I Credit Underwriter III (VP)

Type:

Perm position

Location:

San Francisco/ Washington DC/ New York

Requirement ID:

Setup:

Apply to:

Diane Katz

,

diane.katz@primesoftinc.com

,

561-573-1581

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Purpose of Position

To support the underwriting of our mission driven loans to institutions that are values aligned and include foundations, unions, social advocacy, progressive companies and renewable energy projects. To support various business development officers in the origination and execution of new loans. Works closely with the origination team and credit risk management in reviewing and analyzing financial statement reports, conducting due diligence, helping structure the transaction, assessing credit risk, preparing deal screen presentations, writing credit approval memorandums, presenting recommendations to credit committee, and monitoring and managing the credit portfolio.

Essential Job Functions

  • Meet with potential borrowing customers to determine credit needs and develop appropriate loan structure that meet the client's needs and bank's requirements
  • Prepare comprehensive credit memorandums that provide rationale, opinions and in-depth analysis of new credit requests
  • Assist in the presentation of transactions to credit committee in support of approval
  • Maintain good working knowledge of the Bank's lending policies and procedures and identify exceptions to credit policy
  • Recommend appropriate risk ratings in accordance with credit policy guidelines
  • Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations
  • Prepare comprehensive credit memorandums that provide rationale, opinions and recommendations regarding proposed loans. Assist in presentation of transactions to credit committee in support of approval
  • Monitor and evaluate ongoing compliance with financial covenants and reporting requirements
  • Assist in quarterly and annual credit reviews as needed
  • Perform other duties as directed

Knowledge, Skills and Experience Requirements

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