VP, Underwriter Portfolio Manager

3 weeks ago


NEW YORK, United States CIT Full time

OverviewAs a Vice President, this is an opportunity to work within a small and growing group for a top 20 Bank with significant advancement opportunities both in the department and other functional areas of First Citizen’s Commercial Bank. Candidates will work within a team construct to lead the credit underwriting and portfolio management of diverse debt solutions for middle-market companies. Specifically: (i) LBO Financing, (ii) Acquisition Financing, (iii) Debt Refinancing, and (iv) Recapitalizations-working with potential borrowers, private equity firms, and other lenders.ResponsibilitiesJob Responsibilities: The VP will work within a team construct to lead the credit underwriting and portfolio management of diverse debt solutions for middle-market companies. Specifically: LBO Financing, Acquisition Financing, Debt Refinancing, and Recapitalizations (working with potential borrowers, private equity firms, and other lenders).Lead the structuring and underwriting of credits and will manage accounts post close.New business underwriting duties include: transaction structuring,leading the due diligence and internal deal approval process, coordinating syndication efforts with our Capital Markets Group, preparing and negotiating legal documents, and funding and closing transactions.Portfolio management duties include: monitoring individual accounts for performance trends, underwriting add-on financing requests or waivers and amendments, ensuring accurate and timely portfolio risk ratings, training and mentoring junior resources, and maintaining credit files in preparation for internal or external audits.Ensure compliance with all CIT/FCB policies and procedures.Firm understanding of CIT/FCB systems and resources.The base pay for this position is relative to your experience but the range is $150,000 - $170,000/Yr. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: .QualificationsBasic Qualifications:Bachelor’s degree with courses relevant to business and financial analysisMinimum 7 years of experience in commercial lending or investing environmentOther/Preferred Qualifications: The completion of a formal credit training program, preferredDemonstrated deal structuring, analytical and quantitative skillsStrong expertise with financial modeling and credit analysisExcellent oral and written communications skillsTime management skills to efficiently handle multiple tasks with changing prioritiesDemonstrated ability to anticipate and problem solve to then take initiative to drive processes forwardDetailed knowledge of Microsoft Office ApplicationsAttention to detailAbility to function independently and as part of a small deal team



  • NEW YORK, United States CIT Full time

    OverviewOpportunity to work for a top 20 Bank, with advancement opportunities both in the department and other functional areas of CIT and First Citizens Bank. The VP, Underwriter and Portfolio Manager for Aerospace, Defense, and Government Finance will oversee the preparation of cash flow models, will conduct independent industry research, and will lead in...


  • New York, New York, United States First Citizens Bank Full time

    Overview: This is an opportunity to work within a small and growing group for a top 20 U.S. Bank with significant advancement opportunities both within the department and other functional areas of First Citizen's Commercial Bank. The VP, Sr Underwriter Portfolio Manager Sponsor Finance will work within a team construct to assist in the credit underwriting...


  • New York, United States Santander Full time

    Commercial Middle Market Underwriter & Portfolio Manager-VPCountry: United States of America Reviews, analyzes and evaluates risks in order to renew existing business or generate new accounts. Determines appropriate terms and conditions for coverages and rates for program profitability. Contributes to the profitable growth of specific program(s) by...

  • VP, CRE Underwriter

    12 hours ago


    New York, United States Veritas Partners Full time

    Our client is a large, well-established real estate company that spans the country. They are currently seeking a Senior GSE/Agency Multifamily Underwriter to join their team in NYC, Atlanta, Boston, Los Angeles, Dallas or Miami.AVP or VP title**This role is mostly in-office at first. Over time, hybrid (up to 1-2 days at home) can happen. Depending on...

  • VP Underwriter

    2 weeks ago


    New York, NY, United States Stone Management Full time

    Complete underwriting and detailed analysis of all commercial, construction and residential lending opportunities and prepare credit committee approval memos for presentation to executive loan committee. Proactively identify credit risks on new and existing loan portfolioAssist in managing a portfolio of active loans. Conduct periodic reviews of loan...

  • VP Casualty Treaty

    2 weeks ago


    New York, New York, United States The Amynta Group Full time

    We're thrilled that you are interested in joining us here at the Amynta GroupVice President (VP)-Underwriting is responsible for producing, underwriting, managing and retaining profitable business for the company. The primary objective of the VP-Underwriting is to underwrite, maintain and grow the Brit portfolio in accordance with the business plan,...

  • VP Casualty Treaty

    1 week ago


    New York, United States The Amynta Group Full time

    We're thrilled that you are interested in joining us here at the Amynta Group!Vice President (VP)-Underwriting is responsible for producing, underwriting, managing and retaining profitable business for the company. The primary objective of the VP-Underwriting is to underwrite, maintain and grow the Brit portfolio in accordance with the business plan,...


  • New York, United States M&T Bank Full time

    Evaluate and determine, monitor, and assess the credit risks of larger, more complex commercial clients through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt Portfolio Manager, Writer, Banking, Underwriter, Portfolio, Manager, Business Services


  • New York, United States Carver Federal Savings Bank Full time

    AVP - Credit UnderwriterDepartment: Credit UnderwritingReports to: VP-Underwriting ManagerCompany Summary:Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of...


  • New York, United States Carver Federal Savings Bank Full time

    AVP - Credit UnderwriterDepartment: Credit Underwriting Reports to: VP-Underwriting ManagerCompany Summary: Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of...


  • New York, United States Amalgamated Bank of NY Full time

    Amalgamated Bank (“AB”) is a socially conscious bank founded in 1923. AB is actively growing its CRE portfolio with multi-family, industrial, and other asset classes in the Northeast, Mid-Atlantic, California, and other gateway cities. The Credit Underwriter III (VP) will be an integral part of the loan review and approval process for new CRE loan...

  • Managing Director

    7 days ago


    New York, United States Selby Jennings Full time

    An NYC-based middle market direct lender is looking to add a Managing Director to focus on Portfolio Management. The firm provides bespoke credit solutions to companies requiring capital support for challenges or financial distress. The Portfolio Management MD will be responsible for managing and monitoring and post-investment relationship with multiple...


  • New York, United States Taurus Search Full time

    My client is a global bank and is looking to hire a Leveraged Finance Credit Analyst. The Credit Analyst is a first line of defense credit role where you will be working closely with Coverage Bankers to underwrite and monitor a portfolio of lev fin deals. Responsibilities include but aren't limited to: Collaborate with originations to pinpoint customer...

  • Underwriter

    6 days ago


    New York, United States jcw llc Full time

    JCW is currently partnered with a renowned global reinsurer as they are seeking a P&C underwriter to join their team. The ideal candidate will specialize in the successful management of clients and building new business which grows revenue and minimizes loss exposures. Is this the role you are looking for If so read on for more details, and make sure to...

  • Underwriter

    1 month ago


    New York, United States JCW Full time

    JCW is currently partnered with a renowned global reinsurer as they are seeking a P&C underwriter to join their team. The ideal candidate will specialize in the successful management of clients and building new business which grows revenue and minimizes loss exposures. Responsibilities:Manage underwriting operations, client relationships, and risk decisions...

  • Underwriter

    1 month ago


    New York, United States JCW Full time

    JCW is currently partnered with a renowned global reinsurer as they are seeking a P&C underwriter to join their team. The ideal candidate will specialize in the successful management of clients and building new business which grows revenue and minimizes loss exposures. Responsibilities:Manage underwriting operations, client relationships, and risk decisions...

  • Underwriter

    3 weeks ago


    New York, United States jcw llc Full time

    JCW is currently partnered with a renowned global reinsurer as they are seeking a P&C underwriter to join their team. The ideal candidate will specialize in the successful management of clients and building new business which grows revenue and minimizes loss exposures. Responsibilities: Manage underwriting operations, client relationships, and risk...


  • New York, United States Yieldstreet Full time

    Job DescriptionJob DescriptionAbout the RoleYieldstreet is seeking an Associate to join our Portfolio and Risk Management team full time. You will be working with/reporting to the Head of Portfolio Management. The Portfolio & Risk Management team plays an integral role in Yieldstreet's investment process, from conducting pre-transaction diligence and...

  • Funding Underwriter

    18 hours ago


    New York, United States CFG Merchant Solutions Full time

    **Job Summary**: CFG Merchant Solutions, LLC (CFGMS) is a rapidly growing alternative finance company that provides working capital to small and medium sized businesses throughout the US in the form of Revenue Based Financing. Learn with us. Fund with us. Join our Underwriter Academy to learn how to become a CFGMS underwriter or join one of our funding...


  • New York, United States Taurus Search Full time

    My client is a global bank and is looking to hire a Leveraged Finance Credit Analyst. The Credit Analyst is a first line of defense credit role where you will be working closely with Coverage Bankers to underwrite and monitor a portfolio of lev fin deals. Responsibilities include but aren't limited to:Collaborate with originations to pinpoint customer...