Lead Specialty Underwriter and Portfolio Manager
2 weeks ago
We are seeking a highly skilled and experienced Lead Specialty Underwriter and Portfolio Manager to join our team. As a key member of our Underwriting and Portfolio Management organization, you will be responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans.
Key Responsibilities- Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt.
- Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced members of the team.
- Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease.
- Anticipate questions that will be raised during deal review and approval meetings.
- Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis.
- Review financial models independently and incorporate complex structures or nuances.
- Propose appropriate structuring options in tandem with deal team.
- Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns.
- Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team.
- Oversee closing process requirements; review closing memo.
- Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients.
- Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations.
- Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations.
- Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists.
- Review and approve annual reviews and both material and non-material modifications.
- Facilitate and lead quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews.
- Review past due reporting, covenants, and payments and remediate with the appropriate party.
- Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities.
- Build relationships across function and business to foster collaboration between partner groups.
- Interact directly with customers to cultivate strong relationships while balancing risk and return.
- Consult with legal or Special Assets Department.
- Mentor and train rotational analysts and new hires.
- Participate in internal initiatives to ensure the business is well-managed and operates efficiently.
- Ensure compliance with credit policies and procedures.
- Bachelor's Degree or Military Experience.
- At least 8 years of experience in credit underwriting or at least 8 years of experience in portfolio management or at least 8 years of experience in asset management.
- Bachelor's Degree in Accounting, Finance, or other relevant fields.
- 10+ years of experience in credit underwriting or portfolio management or asset management.
- Previous leadership experience with deal teams or analysts.
-
Lead Specialty Underwriter and Portfolio Manager
3 weeks ago
Bethesda, Maryland, United States Recruiters Full timeAbout the RoleWe are seeking a highly skilled and experienced Lead Specialty Underwriter and Portfolio Manager to join our team. As a key member of our organization, you will be responsible for leading the underwriting and portfolio management of our commercial lending business.Key ResponsibilitiesUnderwriting and Portfolio ManagementLead and compile due...
-
Lead Specialty Underwriter and Portfolio Manager
3 weeks ago
Bethesda, Maryland, United States Recruiters Full timeAbout the RoleWe are seeking a highly experienced and skilled Lead Specialty Underwriter and Portfolio Manager to join our team. As a key member of our organization, you will be responsible for leading the underwriting and portfolio management of complex transactions, ensuring the growth and scalability of our business while maintaining a well-managed...
-
Lead Specialty Underwriter and Portfolio Manager
2 weeks ago
Bethesda, Maryland, United States Capital One Full timeJob SummaryWe are seeking a highly skilled and experienced Lead Specialty Underwriter and Portfolio Manager to join our team at Capital One. As a key member of our Underwriting and Portfolio Management organization, you will be responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans.Key...
-
Lead Specialty Underwriter and Portfolio Manager
2 weeks ago
Bethesda, Maryland, United States Recruiters Full timeJob SummaryWe are seeking a highly skilled and experienced Lead Specialty Underwriter and Portfolio Manager to join our team. As a key member of our Underwriting and Portfolio Management organization, you will be responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans.Key ResponsibilitiesLead...
-
Bethesda, Maryland, United States Recruiters Full timeJob SummaryWe are seeking a highly experienced and skilled Lead Specialty Underwriter and Portfolio Manager to join our team. As a key member of our Financial Institutions Group (FIG), you will be responsible for leading the underwriting and portfolio management of our Commercial Lender Finance (Private Credit) segment.Key ResponsibilitiesLead and compile...
-
Portfolio Management and Underwriting Expert
3 weeks ago
Bethesda, Maryland, United States Recruiters Full timeAbout the RoleThis is a challenging and rewarding opportunity for a seasoned professional to join our team as a Lead Specialty Underwriter and Portfolio Manager. As a key member of our Financial Institutions Group, you will be responsible for leading the underwriting and portfolio management of complex transactions, working closely with internal partners to...
-
IT Portfolio Management Lead
2 weeks ago
Bethesda, Maryland, United States BTI Services Full timeIT Portfolio Management LeadBTI Services is seeking an experienced IT Portfolio Management Lead to join our team in Upper Marlboro, MD. As a key member of our Business Technology Integrators team, you will be responsible for leading and providing expert guidance in the management, governance, and strategic oversight of IT investments for federal agencies.Key...
-
IT Portfolio Management Lead
6 hours ago
Bethesda, Maryland, United States BTI Full timeJob Title: IT Portfolio Management LeadBTI is seeking an experienced IT Portfolio Management Lead to join our team in Upper Marlboro, MD. As a key member of our Business Technology Integrators team, you will be responsible for leading and providing expert guidance in the management, governance, and strategic oversight of IT investments for federal...
-
Portfolio Manager III
2 weeks ago
Bethesda, Maryland, United States EagleBank Full timeAbout the RoleWe are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. As a Portfolio Manager III - Commercial Real Estate, you will play a critical role in facilitating new and existing credit underwriting, processing loan renewals, and tracking covenant compliance.Key...
-
Portfolio Manager III
3 weeks ago
Bethesda, Maryland, United States EagleBank Full timeAbout the RoleWe are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. As a Portfolio Manager III - Commercial Real Estate, you will play a critical role in facilitating new and existing credit underwriting, processing loan renewals, and tracking covenant compliance.Key...
-
Senior IT Portfolio Management Lead
2 weeks ago
Bethesda, Maryland, United States IVA'AL SOLUTIONS LLC Full timeJob Title: Senior IT Portfolio Management LeadIVA'AL Solutions LLC is seeking a highly skilled Senior IT Portfolio Management Lead to support The National Institutes of Health (NIH) on a contract basis.Job Summary:We are looking for an experienced Senior IT Portfolio Management Lead to provide technical expertise in IT governance, federal IT portfolio...
-
Senior IT Portfolio Management Lead
3 weeks ago
Bethesda, Maryland, United States TechnoGen Inc Full timeJob DescriptionJob SummaryWe are seeking a highly skilled Senior IT Portfolio Management Lead to join our team at TechnoGen Inc. As a key member of our organization, you will be responsible for leading our IT portfolio management efforts and ensuring alignment with our business objectives.Key ResponsibilitiesDevelop and implement IT portfolio management...
-
Senior IT Portfolio Management Lead
2 weeks ago
Bethesda, Maryland, United States IVA'AL SOLUTIONS LLC Full timeJob Title: Senior IT Portfolio Management LeadWe are seeking a highly experienced Senior IT Portfolio Management Lead to join our team at IVA'AL Solutions LLC. As a key member of our organization, you will play a critical role in supporting The National Institutes of Health (NIH) in their IT services program.Key Responsibilities:Develop and implement a...
-
Senior IT Portfolio Management Lead
2 weeks ago
Bethesda, Maryland, United States IVA'AL SOLUTIONS LLC Full timeJob Title: Senior IT Portfolio Management LeadWe are seeking a highly experienced Senior IT Portfolio Management Lead to join our team at IVA'AL Solutions LLC. As a key member of our organization, you will play a critical role in supporting The National Institutes of Health (NIH) in their IT services program.Key Responsibilities:IT Portfolio Management:...
-
Senior IT Portfolio Management Lead
1 day ago
Bethesda, Maryland, United States IVA'AL SOLUTIONS LLC Full timeJob Title: Senior IT Portfolio Management LeadWe are seeking a highly experienced Senior IT Portfolio Management Lead to join our team at IVA'AL Solutions LLC. As a key member of our organization, you will play a critical role in supporting The National Institutes of Health (NIH) in their IT services program.Key Responsibilities:Develop and implement a...
-
Senior IT Portfolio Management Lead
1 week ago
Bethesda, Maryland, United States IVA'AL Solutions, LLC Full timeJob Title: Senior IT Portfolio Management LeadWe are seeking a highly experienced Senior IT Portfolio Management Lead to join our team at IVA'AL Solutions, LLC. As a key member of our team, you will be responsible for providing strategic guidance and technical expertise in IT governance, federal IT portfolio management, and mission-oriented IT oversight.Key...
-
Senior IT Portfolio Management Lead
3 weeks ago
Bethesda, Maryland, United States TechnoGen Inc Full timeJob DescriptionJob SummaryWe are seeking a highly experienced IT Portfolio Management Lead to join our team at TechnoGen Inc. As a key member of our organization, you will be responsible for leading our IT portfolio management efforts and ensuring alignment with our business objectives.Key ResponsibilitiesDevelop and implement IT portfolio management...
-
Senior Commercial Real Estate Portfolio Manager
4 weeks ago
Bethesda, Maryland, United States EagleBank Full timeCompany OverviewEagleBank is founded on a commitment to core values that prioritize Relationships FIRST. As a publicly traded entity (NASDAQ - EGBN), we are devoted to being Flexible, Involved, Responsive, Strong, and Trusted. Our focus on building meaningful connections with customers, employees, and shareholders enables us to deliver outstanding service...
-
Senior Commercial Real Estate Portfolio Manager
4 weeks ago
Bethesda, Maryland, United States EagleBank Full timeCompany OverviewEagleBank is an organization founded on core principles, emphasizing the importance of Relationships FIRST. We are committed to being Flexible, Involved, Responsive, Strong, and Trusted. Through meaningful interactions with our clients, team members, and stakeholders, we consistently deliver outstanding service.At EagleBank, we prioritize...
-
Senior IT Portfolio Management Lead
1 week ago
Bethesda, Maryland, United States IVA'AL Solutions, LLC Full timeJob Title: Senior IT Portfolio Management LeadWe are seeking a highly skilled Senior IT Portfolio Management Lead to join our team at IVA'AL Solutions, LLC. As a key member of our team, you will be responsible for providing strategic guidance and support to our clients in the federal health sector.Key Responsibilities:IT Portfolio Management: Develop and...