Credit Portfolio Specialist - Underwriting & Analysis

Santander US; Jericho (NY); On-site; USD 46,000 - 74,000; Full time

Job summary

Santander US is seeking a Specialist, Portfolio Management to work with the Relationship Manager in developing non-profit relationships by underwriting new loans and participating in the approval process. You will accompany the Relationship Manager on customer calls and ensure timely reviews, reporting, and underwriting support.

The role requires a Bachelor's Degree and experience in credit structuring and underwriting, with strong quantitative reasoning and writing skills.

Qualifications

• Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.
• Experience in credit structuring and underwriting and cross selling.
• Strong quantitative reasoning and writing skills.

Responsibilities

• Reviews financials.
• Tests financial covenants and compliance.
• Reports regularly on status to Relationship Manager.
• Monitors all expiration dates 90-days ahead.
• Schedule analyst workflow and priorities.
• Provides senior credit analyst support as needed.
• Underwrites credits as needed.

Skills

Credit underwriting

Financial analysis

Communication

Attention to detail

Education

Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.

Job description

Santander US is seeking a Specialist, Portfolio Management to work with the Relationship Manager in developing non-profit relationships by underwriting new loans and participating in the approval process. You will accompany the Relationship Manager on customer calls and ensure timely reviews, reporting, and underwriting support.

The role requires a Bachelor's Degree and experience in credit structuring and underwriting, with strong quantitative reasoning and writing skills.