Underwriter-Middle Market

New York, NY 10017

Posted: 08/21/2018 Industry: Analyst Job Number: 3324623
Middle Market UnderwriterJob SummaryUnderwriting new and existing financing proposals and/or credit reviews as well as backing up the account officer he or she is assigned to.Job Description Handle up to approximately 5 accounts. Underwrite new deals and changes to existing deals. Ensure timely receipt of all financial information, EOMs and field exams and analyze such. Complete annual credit reviews on a timely basis for the mini teams. Monitor and report all deteriorations in credit quality to the account officer, group head and department head. Help the account officer prepare loan documentation and follow through to the closing. Help the account officer complete daily work of booking loans, checking overdrafts, uncollected and other reports as well as help manage customer inquiry with the administrative assistants. Aid the account officer with calling on prospects and customers to identify needs, develop new business and cross selling the banks products. Help the account officer manage and monitor the selling of bank products to customers and prospects. Help the account officer generate new business (existing and prospective) and cross sells individually and as a team to meet Group goals. Comply with all of the banks and department's policies and procedures. Work on special projects as such is assigned. Complete all BVS courses assigned. Ensure adherence to all auditing, compliance initiatives for the team as well as KYC/BSA/KYC, HR, requirements and make sure all on your team do such.Education: BA preferably in finance, accounting or economics; MBA preferred

Harris Friedell
Recruiting Manager

Harris is a seasoned veteran in the recruiting industry, managing and enhancing the candidate and client recruitment process for the New York tri-state area. He is a proud father of two Rutgers University grads, and is enjoying his "empty nest" with his wife of 31 years.

Fun Fact: Although he is a Mets and Jets fan, he still tries to keep a smile on his face!

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