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Middle Market Underwriter (2)

Our Client, a NYC Commercial Bank, seeking (2) Middle Market Underwriters that will Underwrite new and existing financing proposals and/or credit reviews as well as backing up the account officer he or she is assigned to.

Depending on experience will handle up to approximately 5 accounts.

    • 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 bank's 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 initiatves for the team as well as KYC/BSA/KYC,HR, requirements and make sure all on your team do such.

    • BA preferably in finance, accounting or economics; MBA preferred; driver's license.