Portfolio Management Specialist: Credit Underwriting & Analysis

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

Job summary

Santander in the United States seeks a Specialist, Portfolio Management to work with the Relationship Manager to underwrite new loans and grow non-profit relationships. You will accompany the Relationship Manager on client calls and review financials.

Responsibilities include testing covenants, monitoring expirations 90 days ahead, scheduling analyst work, underwriting credits as needed, and reporting status to the Relationship Manager.

Qualifications

• Bachelor’s Degree in related field or equivalent demonstrated through work experience or education.
• Experience in credit structuring and underwriting and cross selling.
• Ability to present information clearly to groups and managers.

Responsibilities

• Reviews financials for underwriting and risk assessment.
• Tests financial covenants and compliance.
• Reports status regularly to Relationship Manager.
• Monitors expiration dates 90 days ahead.
• Schedules analyst workflow and priorities.
• Provides senior credit analyst support as needed.
• Underwrites credits as needed.

Skills

Credit underwriting

Financial analysis

Quantitative reasoning

Communication skills

Time management

Attention to detail

Presentation skills

Problem solving

Education

Bachelor’s Degree

Job description

Santander in the United States seeks a Specialist, Portfolio Management to work with the Relationship Manager to underwrite new loans and grow non-profit relationships. You will accompany the Relationship Manager on client calls and review financials.

Responsibilities include testing covenants, monitoring expirations 90 days ahead, scheduling analyst work, underwriting credits as needed, and reporting status to the Relationship Manager.