AVP, Underwriter Portfolio Manager IV-Middle Market Banking
16 hours ago
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
First CitizensMiddle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries.
The Assistant Vice President underwrites credit exposure for the most complex and largest credit relationships and circumstances and actively manages a Middle Market Banking (MMB) portfolio. Manages portfolio risk and adheres to all regulatory and compliance guidelines. Manages, services, and develops banking relationships through prescribed servicing and sales processes. Identifies emerging credit problems and industry trends.
As an Assistant Vice President, this is an opportunity to work within a 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. MMB targets companies across most industry sectors that include traditional industries of manufacturing, wholesaling/distribution, transportation/logistics and service businesses.
ResponsibilitiesCandidates will work within a team construct to assist and/or take a leadership role in the credit underwriting and portfolio management of diverse debt solutions for middle-market companies. Specifically: (i) debt refinancing for working capital, fixed assets, or real property; (ii) acquisition financing; or (iii) recapitalizations.
Candidates will assist in the structuring and underwriting of credits and will manage accounts post close.
- Specific new business underwriting duties include: i) financial modeling; ii) independent industry research; iii) compiling and presenting approval requests; iv) preparing and negotiating legal documents; and v) funding and closing transactions.
- Specific portfolio management duties include: i) preparing waiver and amendment requests or underwriting add-on opportunities; ii) monitoring individual accounts for performance trends to ensure accurate and timely risk ratings; and iii) maintaining credit files in preparation for internal or external audits.
- Ensure compliance with all FCB policies and procedures.
- Firm understanding of FCB systems and resources.
Bachelor's Degree and 4 years of experience in Credit analysis, underwriting or Risk Management OR High School Diploma or GED and 8 years of experience in Credit analysis, underwriting or Risk Management.
Preferred:
- Education: Bachelors degree in Business, Economics or Finance.
- Completed courses relevant to business and financial analysis.
- At least five years of experience in commercial lending or investing environment.
- The completion of a formal credit training program is desired but not required.
- Demonstrated analytical and quantitative skills.
- Strong expertise with financial modeling and credit analysis.
- Excellent oral and written communications skills.
- Time management skills to efficiently handle multiple tasks with changing priorities.
- Demonstrated ability to anticipate and problem solve to then take initiative to drive processes forward.
- Detailed knowledge of Microsoft Office Applications.
- Attention to detail.
- Ability to function independently and as part of a small deal team.
-
Boston, United States CFA Institute Full timeOverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First Citizens Middle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products...
-
Senior Portfolio Manager
2 weeks ago
Boston, Massachusetts, United States First Citizens Bank Full timeJob SummaryThis is a hybrid role that requires working both inside and outside of a company office. As an Assistant Vice President, you will be responsible for underwriting credit exposure for complex and large credit relationships and managing a Middle Market Banking portfolio. You will also be responsible for managing portfolio risk, adhering to regulatory...
-
Senior Portfolio Manager
3 weeks ago
Boston, Massachusetts, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our Middle Market Banking team at First Citizens Bank. As a key member of our team, you will be responsible for managing a portfolio of complex credit relationships and circumstances, ensuring adherence to regulatory and compliance guidelines.Key Responsibilities:Manage a portfolio...
-
AVP, Middle Market Underwriting Manager
1 month ago
Boston, United States Zurich Insurance Company Ltd. Full timeWhat can go right when you can grow your career? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, we have over 150 years of experience, serve more than 25 industries, and insure...
-
AVP, Underwriting Portfolio Management
1 month ago
Boston, United States PURE Full timeAbout the role. The AVP, Underwriting Portfolio Management role is responsible for leading key line of business underwriting initiatives that drive value across the Field Underwriting organization. You will be tasked with aligning underwriting with cross-functional strategies (Product, Claims, Risk Management, etc.) to inform underwriting approach,...
-
Credit Solutions Analyst
2 weeks ago
Boston, United States MUFG Bank, Ltd. Full timeDo you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships,...
-
Global Fund Banking Portfolio Management VP1
7 days ago
Boston, United States First Citizens Bank Full timeThis role involves managing lending and credit for Venture Capital and Private Equity client relationships within the Global Fund Banking division. Responsibilities include leading due diligence and deal structuring, partnering with Relationship Management for credit product delivery and negotiation, and proactive portfolio management. This role also...
-
AVP Environmental Underwriting Manager, NE Region
3 months ago
Boston, United States CHUBB Full timeAVP, Northeast Regional Manager – Environmental Leadership position responsible for management of Chubb Environmental Risk relationships, production, and underwriting team within the Northeast Region. Oversight of regional Environmental insurance marketplace, cross-sell, and underwriting activities in the Region. MAJOR DUTIES & RESPONSIBILITIES ...
-
VP1-Portfolio Management- Global Fund Banking
2 weeks ago
Boston, United States First Citizens Full timeOverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office.Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial...
-
AVP Environmental Underwriting Manager, NE Region
3 months ago
Boston, United States Chubb Full timeJob DescriptionAVP, Northeast Regional Manager - Environmental Leadership position responsible for management of Chubb Environmental Risk relationships, production, and underwriting team within the Northeast Region. Oversight of regional Environmental insurance marketplace, cross-sell, and underwriting activities in the Region. MAJOR DUTIES &...
-
Portfolio Manager, Bank
7 days ago
Boston, United States gpac Full timeJob Description Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients,...
-
Portfolio Manager, Bank
2 weeks ago
Boston, United States Gpac Full timeHere at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert...
-
AVP, Credit Manager
4 months ago
Boston, United States Berkshire Residential Investments Full timeCompany OverviewBerkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.If you're...
-
Credit Risk Officer, AVP
2 weeks ago
Boston, Massachusetts, United States State Street Corporation Full timeJob SummaryState Street Corporation is seeking a highly skilled Credit Risk Officer, AVP to join our team. As a key member of our credit risk management group, you will be responsible for managing credit risk for a portfolio of private equity, private debt, and structured products.Key ResponsibilitiesConduct credit reviews and perform risk ratings for a...
-
Environmental Underwriting Manager
4 weeks ago
Boston, Massachusetts, United States CHUBB Full timeAVP Environmental Underwriting ManagerAs a key member of the Chubb team, this role is responsible for leading the Environmental Underwriting team in the Northeast Region. The successful candidate will have a proven track record in Environmental Underwriting and will be responsible for managing a team of underwriters, developing and implementing underwriting...
-
Credit Portfolio Manager II
4 weeks ago
Boston, United States TD Bank, N.A. Full timeDescription : Join TD's Franchise Finance Group as we grow our McDonald's portfolio. Looking for Portfolio Managers with extensive McDonald brand experience that can contribute immediately in the underwriting of transactions to McDonald multi-unit operators nationally. We're a growing team that values a flexible work environment and prioritizes career...
-
Boston, Massachusetts, United States Chubb Full timeJob SummaryAs the AVP Environmental Underwriting Manager, Northeast Region, you will be responsible for leading a team of underwriters in the management of Chubb Environmental Risk relationships, production, and underwriting activities within the Northeast Region. This leadership position requires strategic thinking, effective communication, and strong...
-
Boston, United States The Cranberry Country Chamber of Commerce Full timeAs a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Technology. The Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In...
-
Credit Underwriting Portfolio Manager IV
7 days ago
Boston, United States First Citizens Bank Full timeThis position requires a Bachelor's Degree and 4 years of experience in Credit analysis, underwriting or Risk Management, or a High School Diploma or GED and 8 years of experience in Credit analysis, underwriting or Risk Management. Ideal candidates will have a Bachelor's degree in Business, Economics or Finance, Accounting, along with at least five years of...
-
Boston, United States JPMorgan Chase Full timeAs a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Technology.The Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In...