Underwriting Senior Associate Resume Samples

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M McCullough

Marquis

McCullough

17116 Monserrat Ways

Phoenix

+1 (555) 865 9651

17116 Monserrat Ways

Phoenix

Phone

p +1 (555) 865 9651

Experience Experience

Houston, TX

Underwriting Senior Associate Ghhn-ny, NY

Houston, TX

Larson, Emard and Terry

Houston, TX

Underwriting Senior Associate Ghhn-ny, NY

Taking complete ownership of your GNPH porfolio, acting with a sense of urgency, working closely with your Banker partners and the credit team to proactively manage the credit process
Independently and confidently drive the credit process both within the Bank and externally by organizing deal team meetings, leading conversations, and presenting and negotiating credit terms with financial advisers, clients and prospects
Structuring transactions by being innovative and creative. Engaging with the deal team finding ways to structure deals that will help win and at the same time mitigate risk
Develop strong professional relationships with clients; engaging them in robust discussions about their financial performance and market events affecting their businesses
Develop deep business knowledge of our clients’ business, industry and the associated geographic market dynamics
Voice your opinions in a clear, concise manner. clearly articulate the reasons for your decisions with your banking partners and clients
Working proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving and all parties informed along the way

Chicago, IL

Commercial Bank Risk-underwriting Senior Associate

Chicago, IL

Wiza and Sons

Chicago, IL

Commercial Bank Risk-underwriting Senior Associate

Work in partnership with the Bankers to develop fulsome Client relationships including being looked to as the "go to" person when the banker is out
Working proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving
Structuring transactions by being open minded and creative and thinking from the standpoint of "how can we do this deal" while balancing the risk/reward rather than concluding immediately that the deal cannot be done. Additionally, you will provide ideas/suggestions on how to market our structure to the customer
Periodically presenting proposed transactions to senior management
Direct client contact and contact with financial advisors via phone and in person as it relates to due diligence, information gathering, and attending pre-closings when warranted
Independently manage the closing process for mandated credit transactions to include review of legal documentation, working with internal loan closing personnel and external parties including financial advisors and external counsel to facilitate efficient and on time loan closings
Taking ownership of your portfolio, acting with a sense of urgency, doing whatever it takes to effectively get the job done

present

San Francisco, CA

Commercial Bank Risk-underwriting Senior Associate Real Estate Banking

San Francisco, CA

Rutherford and Sons

present

San Francisco, CA

Commercial Bank Risk-underwriting Senior Associate Real Estate Banking

present

Monitoring loan and portfolio performance post-closing; including covenant compliance, risk ratings and compliance with rules, regulations and policies
Performing necessary credit analysis and due diligence on real estate transactions
Working with Credit Bankers to size and structure loans to mitigate risks and liabilities
Working with loan administration to facilitate loan closings
Preparing Investment Committee Memorandums, Credit Approval Packages and Risk Rating recommendations
Implementing credit and regulatory policies and conducting periodic credit reviews
BA/BBA; MBA a plus

Education Education

Bachelor’s Degree

Northwestern University

Bachelor’s Degree

Skills Skills

Utilizing excellent credit skills to author well thought out and concise analysis of GHHN relationships using appropriate structure and identifying key risks
The ability and courage to voice your opinion in a clear, concise manner and to defend that position with team members and members of management
Communicating with clients on loan deliverables
Computer proficiency skills in Excel (financial modeling), Microsoft Word, PowerPoint
The ability and courage to voice your opinion in a clear, concise manner and to defend that position with Senior Management
Demonstrating excellent communication skills both internally and externally and using those communication skills to effectively solve problems
Working with loan administration to facilitate loan closings
Working proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving
Work in partnership with the Bankers to develop fulsome Client relationships including being looked to as the "go to" person when the banker is out
Thorough understanding of commercial property valuation techniques including the market sales approach

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Underwriting Senior Associate Ghhn-ny, NY Resume Examples & Samples

Taking complete ownership of your GNPH porfolio, acting with a sense of urgency, working closely with your Banker partners and the credit team to proactively manage the credit process
Independently and confidently drive the credit process both within the Bank and externally by organizing deal team meetings, leading conversations, and presenting and negotiating credit terms with financial advisers, clients and prospects
Demonstrate familiarity and expertise in tax-exempt and taxable financing structures and the associated legal documentation
Structuring transactions by being innovative and creative. Engaging with the deal team finding ways to structure deals that will help win and at the same time mitigate risk
Develop strong professional relationships with clients; engaging them in robust discussions about their financial performance and market events affecting their businesses
Develop deep business knowledge of our clients’ business, industry and the associated geographic market dynamics
Utilizing strong credit skills and industry knowledge to present a thorough yet concise analysis of GNPH credits using appropriate structure and identifying key risks
Voice your opinions in a clear, concise manner. clearly articulate the reasons for your decisions with your banking partners and clients
Demonstrate excellent communication skills both internally and externally and using those skills to effectively communicate with the deal team and clients
Working proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving and all parties informed along the way
Providing leadership in the market by being a positive contributor to the team including being a mentor to less experienced team members and embracing change
Completion of a major corporate bank credit training program (or the equivalent corporate banking/ municipal finance experience)
3 to 5 years in banking/ lending experience a capital markets background a plus which includes credit, deal structuring and knowledge of tax exempt bond financing structures
Possesses strong accounting and finance knowledge. A strong understanding of the GNPH sector, tax exempt credit structures and in-depth industry knowledge is preferred
Excellent analytical skills including accounting and financial statement analysis
Strong accounting and finance background required
Ability to manage multiple tasks within a given time frame
A strong sense of ownership and urgency
Ability to mobilize resources available to find solutions and address issues
Willingness to escalate matters as appropriate regarding client, compliance and other risk related items
Ability to work in a cross functional team environment with various product partners, and bankers
Strong under standing of the Public Finance/Capital Markets sector and Municipal Finance structures is preferred

Underwriting Senior Associate Resume Examples & Samples

BA/BBA/MBA
Completion of a major corporate/commercial bank credit training program
Typically minimum of 5 years in commerical banking/lending experience which might include credit, structuring and marketing
Possesses significant accounting and finance knowledge, and commercial banking experience

Underwriting Senior Associate Chicago Resume Examples & Samples

Minimum of 2 - 5 years in banking experience which might include credit, structuring and marketing
Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem solving skills
Familiar with Microsoft Word, Microsoft Excel

Underwriting Senior Associate Chicago Resume Examples & Samples

Computer proficiency skills in Excel (financial modeling), Microsoft Word, PowerPoint
Standards, practices, methodologies, and regulatory requirements relative to the credit and finance/accounting disciplines
Proficiency in multi-family and commercial real estate valuation methodologies
Sources and availability of data and resources relative to specific work products
Policies, standards, procedures, and regulations applicable to the assigned work group
Knowledge of organization structure, specific regulations, policies, and procedures
Thorough understanding of risk impact Ability to independently underwrite multi-family and commercial loans
Establish and maintain effective relations as required by the duties of the position
Become conversant with the policies, standards, procedures, and regulations applicable to the assigned work unit in a timely manner
And consequences of errors in formulating decisions and providing direction to others
Graduation from a college or university with major course work in a discipline related to the work of the position
Minimum requirements of 5+ years experience in commercial lending, business banking, real estate lending in both construction and permanent financing, accounting, auditing, law, credit policies and procedures, loan review and loan workouts
Any combination of education/and or experience consistent with the above that would demonstrate the capability to perform the duties of the position.A

Underwriting Senior Associate Resume Examples & Samples

BA/BBA or MBA
The completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) is preferred
Use of Argus, a plus

Underwriting Senior Associate Resume Examples & Samples

BA/BBA/MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
Minimum of 4 - 7 years in commercial real estate banking/lending experience which might include credit, structuring and marketing
Possesses significant accounting and finance knowledge, and commercial real estate banking experience

Underwriting Senior Associate Commercial Real Estate Banking Resume Examples & Samples

All references to management of accounts and approval of transactions do not apply to Business Credit as these functions are performed by their Portfolio Management Group
2+ years’ experience in banking/lending or other credit intensive experience
Possesses significant accounting and finance knowledge, and commercial banking experience
Use of Argus, a plus
Familiar with Microsoft Word, Microsoft Excel
BA/BBA/MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)

Underwriting Senior Associate Commercial Real Estate Banking Resume Examples & Samples

2 - 4 years’ of relevant Commercial Real Estate (CRE) loan experience
Strong with Microsoft Word and Microsoft Excel
BA/BBA; MBA a plus

Underwriting Senior Associate Resume Examples & Samples

Standards, practices, methodologies, and regulatory requirements relative to the finance/accounting disciplines
Standards relating to the appropriate documentation of work activities
General concepts relating to analyzing property operating statements as well as personal financial statements of individual sponsors
Also helpful is an understanding of DCF (Discounted Cash Flow) and NPV (Net Present Value) spreadsheet models
Concepts and methodologies relating to database access and maintenance preferred
Uses automated systems and operate office equipment at an acceptable level of proficiency
Understand and interpret financial/performance data
Express ideas and convey technical information in written, oral, and electronic communication
Develop mathematical models that produce the desired result
Identify deficiencies in the modeling environment and execute corrective action to forestall or remedy the issue
Provide effective guidance and performance feedback to lower-level analysts and others in Commercial Term Lending
Thorough understanding of risk impact and consequence of errors in formulating decisions and providing direction to others
Understand basic computer programming sufficient to assist with the implementation of new software enhancements
Minimum requirements of 5+ years’ experience in commercial real estate lending, underwriting and or loan workouts

Commercial Bank Risk-underwriting Senior Associate Resume Examples & Samples

Utilizing excellent credit skills to author well thought out and concise analysis of Healthcare relationships using appropriate structure and identifying key risks
Work in partnership with the Bankers to develop fulsome Client relationships including being looked to as the "go to" person when the banker is out
Demonstrating excellent communication skills both internally and externally and using those communication skills to effectively solve problems
The ability and courage to voice your opinion in a clear, concise manner and to defend that position with Senior Management
BA/ BBA/ MBA and completion of a major corporate bank credit training program and typically 3 - 5 years in banking/ lending experience which might include credit, deal structuring and marketing
Possesses significant accounting and finance knowledge, and commercial banking experience including cash flow lending experience
Successful completion of a commercial bank credit training program
Strong understanding of the Healthcare Industry sector is preferred
Ability to travel up to 5-10 trips a year

Commercial Bank Risk-underwriting Senior Associate Resume Examples & Samples

Thorough understanding of commercial property valuation techniques including the market sales approach
Market research tools for all commercial real estate including office, retail, industrial and special purpose properties
Superior financial analysis skills including property operating statements for a variety of property types and personal financial statements of individual sponsors
Standards relating to the appropriate documentation of work activities
Establish and maintain effective relations with internal business partners including Middle Market Bankers, CRE Product Specialists and Middle Market Underwriters
Project management skills including ability to prioritize, plan and manage processes to complete underwriting and other assignments on a timely basis
Provide effective guidance and performance feedback to lower-level underwriters and analysts
Minimum requirements of 3+ years experience in commercial real estate lending, underwriting and or loan workouts
Income Property finance and valuation coursework and advanced training preferred

Commercial Bank Risk-underwriting Senior Associate Real Estate Banking Resume Examples & Samples

1-3 years’ of relevant Commercial Real Estate (CRE) loan experience
Demonstrated strong verbal and written skills, interpersonal skills, and analytical and problem solving skills
Possesses significant accounting and finance knowledge, and commercial real estate banking experience
Use of Argus and completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) a plus

Commercial Bank Risk-underwriting Senior Associate Resume Examples & Samples

Working with loan administration to facilitate loan closings
Monitoring loan and portfolio performance post-closing; including covenant compliance, risk ratings and compliance with rules, regulations and policies
Communicating with clients on loan deliverables
Periodically presenting proposed transactions to senior management
5+ years of commercial real estate banking/lending experience
Significant accounting and finance knowledge, as well as knowledge of real estate fundamentals and concepts
Strong with Microsoft Word, Microsoft Excel, and Microsoft Powerpoint
Experience with cash flow modeling and financial statement analysis
Knowledge of JPMC or similar bank policies and procedures preferred
BA/BBA required; MBA a plus

Commercial Bank Risk-underwriting Senior Associate Resume Examples & Samples

Market research tools for all commercial real estate including retail, office and industrial properties
Become proficient with the policies, standards, procedures, and regulations applicable to the assigned work unit in a timely manner
Minimum requirements of 7+ years’ experience in commercial real estate lending, underwriting and or loan workouts

Commercial Bank Risk-underwriting Senior Associate Real Estate Banking Resume Examples & Samples

Performing necessary credit analysis and due diligence on real estate transactions
Preparing Investment Committee Memorandums, Credit Approval Packages and Risk Rating recommendations
Implementing credit and regulatory policies and conducting periodic credit reviews
Monitoring loan and portfolio performance post-closing; including covenant compliance, risk ratings and compliance with rules, regulations and policies
Experience in Commercial Real Estate Credit is strongly preferred
Strong analytical and business writing skills
Good interpersonal skills with internal partners, counsel, clients and senior management
Strong with Microsoft Word, Microsoft Excel, and Microsoft Powerpoint
Experience in Argus a plus
Experience with cash flow modeling and financial statement analysis is preferred
BA/BBA required

Commercial Bank Risk-underwriting Senior Associate Resume Examples & Samples

Utilize policy expertise and excellent credit skills to author well thought out and concise financial analysis and credit structures and clearly identify key risks and mitigating factors
Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems and keep the deal process moving
Direct client contact and contact with financial advisors via phone and in person as it relates to due diligence, information gathering, and attending pre-closings when warranted
Significant finance and accounting knowledge

Underwriting Senior Associate Resume Examples & Samples

Evaluate, price and modify plan design for renewals and new business quotations in compliance with underwriting authorities
Evaluate renewals and work with relevant sales representatives, brokers and clients to implement required rating actions
Manage portfolio of accounts balancing profitability and persistency
Analyse results looking for trends and patterns that may need management currently and into the future. Work with sales and the client to implement changes
Investigate any non-compliance of benefit adjudication and liaise with appropriate managers to ensure compliance
Work with sales to improve their knowledge of the technical aspects of the business. Provide concise and clear instructions on what is happening to a risk and provide options to manage costs into the future
Be market aware, understand the competition, the environment (local social security system etc.,) and the clients needs
Support the management of the underwriting function including the recruitment, training and development of staff

Underwriting Senior Associate Resume Examples & Samples

College degree or equivalent insurance experience
Typically has <2 years underwriting experience
Basic knowledge of underwriting for multiple lines, complex single lines and across regions
Basic knowledge the fundamental principles of insurance and underwriting and can teach it to others
Intermediate level written and oral communication skills
Performs tasks using analytical and problem solving skills
Works with minimal supervision
Knowledge of Underwriting Rules and Procedures, as well as regulatory and technical standards
Knowledge of all Encompass contracts and coverage levels
Knowledge of business area processes and successful practices and ability to apply judgment
Understands internal and external compliance requirements/standards
Ability to cultivate relationships with agents in order to learn more about client’s needs and encourage agents to submit business that meets high lifetime value underwriting standards
Ability to work independently with autonomy in underwriting decision making
Limited Travel may be required
Possess underwriting skills and ability to mitigate future loss potential
Ability to prioritize multiple agent communication (incoming/outgoing calls, email, fax)

Commercial Bank Risk-underwriting Senior Associate Resume Examples & Samples

Taking ownership of your GHHN portfolio, acting with a sense of urgency, doing whatever it takes to effectively get the job done
Utilizing excellent credit skills to author well thought out and concise analysis of GHHN relationships using appropriate structure and identifying key risks
BA/ BBA/ MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/ municipal finance experience) and typically minimum of 5 to 15 years in banking/ lending experience which might include credit, deal structuring and marketing
Possesses significant accounting and finance knowledge, and commercial banking experience
Ability to mentor junior underwriters

Commercial Bank Risk-reb-underwriting Senior Associate Resume Examples & Samples

2 - 4 years’ of relevant Commercial Real Estate (CRE) loan experience
Demonstrated strong verbal and written skills, interpersonal skills, and analytical and problem solving skills
Possesses significant accounting and finance knowledge, and commercial real estate banking experience
Strong with Microsoft Word and Microsoft Excel
Use of Argus and completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) a plus
BA/BBA; MBA a plus

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