DescriptionJoin a dynamic team making a real impact in wealth management lending. Apply today to help clients achieve their financial goals!
Job Summary
As a Securities Based Lending Underwriter in the Credit Middle Office Securities Based Lending team you review and decision client applications for credit products secured by marketable securities. You help maintain the loan portfolio and support our teams commitment to client service and risk management.
Job Responsibilities
- Analyze structure price risk-grade and document lines of credit term loans and standby letters of credit
- Provide guidance to partners on client needs within the SBL credit mandate
- Review transactions with credit risk including annual reviews of existing products
- Approve new deals amendments and reviews within credit authority
- Maintain the overall loan portfolio
Required Qualifications Capabilities and Skills
- Bachelors degree or related prior experience
- Strong communication and interpersonal skills
- Good organizational skills and ability to work independently in a fast-paced environment
- Ability to work well in an integrated team with diverse personalities
Preferred Qualifications Capabilities and Skills
- 4 years of private banking asset management or credit/lending experience
- General understanding of financial markets and securities industry
Required Experience:
IC
DescriptionJoin a dynamic team making a real impact in wealth management lending. Apply today to help clients achieve their financial goals!Job SummaryAs a Securities Based Lending Underwriter in the Credit Middle Office Securities Based Lending team you review and decision client applications for c...
DescriptionJoin a dynamic team making a real impact in wealth management lending. Apply today to help clients achieve their financial goals!
Job Summary
As a Securities Based Lending Underwriter in the Credit Middle Office Securities Based Lending team you review and decision client applications for credit products secured by marketable securities. You help maintain the loan portfolio and support our teams commitment to client service and risk management.
Job Responsibilities
- Analyze structure price risk-grade and document lines of credit term loans and standby letters of credit
- Provide guidance to partners on client needs within the SBL credit mandate
- Review transactions with credit risk including annual reviews of existing products
- Approve new deals amendments and reviews within credit authority
- Maintain the overall loan portfolio
Required Qualifications Capabilities and Skills
- Bachelors degree or related prior experience
- Strong communication and interpersonal skills
- Good organizational skills and ability to work independently in a fast-paced environment
- Ability to work well in an integrated team with diverse personalities
Preferred Qualifications Capabilities and Skills
- 4 years of private banking asset management or credit/lending experience
- General understanding of financial markets and securities industry
Required Experience:
IC
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