- Fidelity TalentSource LLC (Boston, MA)
- …with and the ability to participate as expected in the origination process ( due diligence meetings, POS review, syndicate calls, etc.)Development and delivery of ... the negotiated new issue space primarily as a co-managed underwriter . This position\u00A0will help to build and grow our...with our investors demand. By engaging FCM as an underwriter , issuers can leverage a deep pools of retail… more
- Lennar Mortgage (New York, NY)
- …to become exposed to Real Estate finance. Assist in underwriting and performing due diligence of potential and new application returned loans Financial modeling ... In 2016 and 2017 LMF ranked as the first in volume as non-lead bank underwriter loan contributors. Over 90% of LMF's funded loans had initial loan balances under $50… more
- Amalgamated Bank (New York, NY)
- …risk management in reviewing and analyzing financial statement reports, conducting due diligence , assessing credit risk, preparing deal screen presentations, ... Northeast, Mid-Atlantic, California, and other gateway cities. The Credit Underwriter III (VP) will be an integral part of...+ Attend meetings and/or conference calls on transactions, lead due diligence discussions and guide the deal… more
- Capital One (New York, NY)
- …job specific skills. Primary underwriting responsibilities may include: + Lead and compile due diligence to draw conclusions on material current and future risks ... United States of America, New York, New York Director- Underwriter and Portfolio Manager, Renewable Energy The Underwriting and...for quarterly meetings & annual reviews + Review past due reporting, covenants, and payments and remediate with the… more
- Amalgamated Bank (Pasadena, CA)
- …and analyzing financial statement reports, modeling project cash flows, conducting due diligence , assessing credit risk, preparing deal screen presentations, ... The Climate Finance Underwriter II provides underwriting support to the climate...meet clients' needs and the Bank's requirements. + Lead due diligence discussions and develop deal indicative… more
- Amalgamated Bank (New York, NY)
- …risk management in reviewing and analyzing financial statement reports, conducting due diligence , helping structure the transaction, assessing credit risk, ... As an underwriter at Amalgamated Bank, you'll have opportunities to...+ Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative… more
- Citigroup (Brentwood, TN)
- …to ensuring they are complete and accurate * Conducting initial financial analysis, due diligence , projection modeling, stress testing, risk ratings and other ... Business and Risk. This role reports directly to the Deputy Chief Underwriter . KEY RESPONSIBILITIES: Executes, aligned with global and regional strategies, all… more
- Beyond Inc. (Louisville, KY)
- …Responsibilities : + Underwrite merchant applications for payment processing + Perform due diligence reviews on merchants and merchant applications. + Maintain ... knowledge of card brand rules and regulations + Work individually and with peers to help achieve beyond related sales and team goals + Utilize strong call handling techniques in relation to sales support and merchant support calls + Perform extensive reviews… more
- JPMorgan Chase (Houston, TX)
- …threats, and industry and other factors + Lead and/or participate in client due diligence and transaction negotiations + Attend client, bank, and other ... meetings to develop a thorough understanding of client companies, management teams, and industry sectors + Use financial models to develop a forward-looking credit risk assessment based on key value drivers and sensitized assumptions + Recommend and approve… more
- M&T Bank (Hauppauge, NY)
- …information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, ... industry research and peer data. Determine the need for more thorough investigation or additional information, and coordinate gathering of such information. + Analyze financial information and related materials and complete the credit analyses for the Bank's… more
- Citigroup (New York, NY)
- …team for escalations/ guidance as required + Detailed review of financial analysis, due diligence , projection modeling, stress testing, risk rating and other ... in-depth analysis performed by junior resources + Review and approval of Credit Approval Memos (CAM) packages + Partnering with Front Office on structuring and production of term sheet for new transactions + Facilitate relationships with key clients in Banking… more
- M&T Bank (Baltimore, MD)
- …information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, ... industry research and peer data. Determine the need for more thorough investigation or additional information, and coordinate gathering of such information. + Analyze financial information and related materials and complete the credit analyses for the Bank's… more
- M&T Bank (Baltimore, MD)
- …information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, ... industry research and peer data. Determine the need for more thorough investigation or additional information, and coordinate gathering of such information. + Analyze financial information and related materials and complete the credit analyses for the Bank's… more
- CIBC (Chicago, IL)
- …+ **Risk Management** - You will gather, review and critically assess third-party due diligence reports on a property, such as property assessments, ... environmental assessments, property fitness assessments and construction cost consultant reports. + **Coordination -** You will be the liaison between the central credit department (CPS) and the Client Managers. You will also act as a liaison between… more
- M&T Bank (Boston, MA)
- …information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, ... industry research and peer data. Determine the need for more thorough investigation or additional information. Analyze financial information and related materials and complete the credit analyses for the Bank's commercial transactions. Written analyses to… more
- SitusAMC (New York, NY)
- …sheet, and collaborating with senior members of the team through the full underwriting, due diligence and closing of the loans. **Essential Job Functions:** + ... Real estate valuation and property level financial analysis + Excel modeling + Deal structuring + Market research and analysis to support underwriting assumptions (including interact with brokers, appraisers, investors and other contacts to solicit color on… more
- M&T Bank (New York, NY)
- …information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, ... industry research and peer data. Determine the need for more thorough investigation or additional information. + Analyze financial information and related materials and complete the credit analyses for the Bank's commercial transactions. Written analyses to… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …credit approval/credit memo from underwriter or portfolio manager and determines due diligence requirements. + Analyzes and interprets the loan approval to ... the determination of requirements, review, analysis and completion of all due diligence associated with the commercial loan documentation and closing process.… more
- State of Minnesota (St. Paul, MN)
- …team members, track project status, and collect and complete initial reviews of due diligence . Underwriting Technicians serve as the primary point person for ... volume and complexity of the projects in production, the Underwriter Technician is a critical role to keep track...facilitate getting projects to closing. + Complete reviews of due diligence for completeness and consistency with… more
- FirstBank PR (Miami, FL)
- …during the preparation and/or review of the CAM, its underwriting, credit analysis and due diligence . + May assist Senior Credit Officer with loan policies and ... the department recommendation to Management and/or Credit Committee. The underwriter must inform the Senior Credit Officer of any...field + Must have minimum 3 years' experience as underwriter or credit analyst for commercial loans including CRE,… more
