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Underwriting & Portfolio Management

2 months ago

New York, United States Santander Full time

Underwriting & Portfolio Management

Country: United States of America

USA Job Family Description: 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 maintaining pricing integrity, product excellence, and the development of meaningful performance metrics and controls.

USA Job Function Description: Underwrites risk (i.e., selection/rejection of new and renewal business). Analyzes quality and quantity of risks underwritten and prepares reports accordingly. Administers and monitors underwriting rules and guidelines, rating manual rules, laws and regulations. May review books of business as well as profit/growth results and trends to recommend and implement action plans.

Essential Functions/Responsibilty Statements:
Communicates portfolio trends, risks and mitigants to senior leadership.
Cultivates excellent client relationships.
Develops and manages portfolio information needed to accommodate sound risk management, economic and regulatory reporting requirements.
Collaborates with team to prepare and present monthly/quarterly portfolio reviews.
Leads underwriting, structuring and closing of amendments, upsizes and extensions, as needed, including annual reviews and credit approval memos.
Develops, manages and/or refines tools necessary to track borrower and portfolio performance, monitor trends and industry performance.
Supporst associate development through building strong relationships with the team as a mentor and/or manager as needed.
Collaborates with originations team members prior to loan closing on approval memos, legal documentation, collateral review and funding approvals.
Manages and controls risks throughout the post-closing credit process to ensure strong borrower performance.
Monitors and enforces terms of loan agreement / documents.
Identifies and establishes best practices policies and procedures.
Manages other Portfolio Management functions, including collaborating with new business team on up-front and ongoing client due diligence, etc.
Leads and/or provides valuable input for broader business initiatives, projects and goals.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:
Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field. (Req)

Work Experience:
Financial analysis, structuring, underwriting and portfolio management., 9-12 years (Req)

Skills and Abilities:
Proficient communicator (orally and in writing) with clients, peers and fellow associates
Proficient with Microsoft Office applications
Familiarity with commercial loan systems
Ability to work and interact with various departments
Ability to work in a fast-paced, sometimes stressful, environment with many critical deadlines
Thorough knowledge and understanding of all loan products and services
Understanding the Banks compliance policies as it relates to the specific individual job duties and following the provisions of such policies, specifically understanding that any violation of such policies must be reported to the Director of Regulatory Services immediately.

Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$178,200.00 USD

Maximum:

$236,500.00 USD