Sr. Associate, Corporate Finance Underwriting

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
• Identify credit strengths, weaknesses, risks and mitigating factors
• 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

Pay

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Schedule

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Benefits

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Skills

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Qualifications

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Company Information

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.