Senior Associate, Corporate Finance
Northwest Bank · Columbus, OH · Yesterday
FinanceFull-time
Essential Functions
- Prepare detailed credit memorandum for complex lending relationships
- Complete comprehensive analysis on client financial statements
- Recommend proper loan structure, including appropriate covenant formulas and definitions
- Determine the required scope for underwriting and due diligence based on client risk profile
- Participate in joint calls with Relationship Managers
- Maintain a working knowledge of macroeconomic factors affecting national and global markets
- Identify and track loan and credit policy exceptions
- Monitor ongoing risk in the assigned portfolio and recommend proactive action if necessary
- Prepare annual or quarterly reviews for relationships within the portfolio, as required
- Recommend and defend appropriate risk ratings
- Review and negotiate legal documentation with outside bank counsel
- Develop financial statement forecasts and enterprise valuations
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Education
- Bachelor's degree in Finance, Accounting, or other business-related field preferred
Work History
- 5 - 6 years Credit Underwriting in the Corporate Finance sector preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.