Commercial Credit Underwriting & Portfolio Support

Jobtailor; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a seasoned credit underwriting professional to manage end-to-end processes for financing, treasury management, and traded products. You will coordinate with credit teams and operations to ensure smooth pre- and post-closing activities.

The role focuses on monitoring requirements, collecting financial statements, resolving data quality issues, and driving operational efficiency while ensuring adherence to credit guidelines and lending procedures.

Qualifications

• Must follow Credit Guidelines and lending procedures.
• Experience with Underwriting systems and Commercial Lending products.
• Ability to verify Credit documentation.
• Experience with due diligence activities in commercial lending.

Responsibilities

• Managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions.
• Acting as a primary liaison with the credit teams, operations, and other business partners.
• Coordinating pre- and post-closing activities including due diligence and interaction with operations.
• Monitoring requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation.
• Identifying and resolving data quality issues.
• Identifying opportunities to improve operational efficiency.
• Understanding policy and procedures and ensuring compliance.

Skills

Credit Underwriting

Portfolio Management

Commercial Lending

Credit Documentation Verification

Operational Efficiency Improvement

Liaison Skills

Communication Skills

Tools

Underwriting Systems

Job description

Jobtailor is seeking a seasoned credit underwriting professional to manage end-to-end processes for financing, treasury management, and traded products. You will coordinate with credit teams and operations to ensure smooth pre- and post-closing activities.

The role focuses on monitoring requirements, collecting financial statements, resolving data quality issues, and driving operational efficiency while ensuring adherence to credit guidelines and lending procedures.