Senior Credit Underwriting & Portfolio Analyst

Jobtailor; Missouri; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Missouri seeks an experienced credit professional to support underwriting and travel across complex renewals and portfolio reviews. You will analyze financial statements, identify gaps, and ensure documentation accuracy in nCino, DocMan, and FileNet.

The role requires strong analytical and communication skills, plus independence in handling high-level credit tasks and process improvements for the credit team.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or related field preferred.

Responsibilities

• Independently execute complex underwriting support and credit monitoring responsibilities.
• Serve as the primary point of contact for complex renewals, reviews, and portfolio monitoring activities.
• Review financial statements and credit requests, identify gaps or inconsistencies, and obtain additional information.
• Build and manage facility renewals and reviews in nCino for underwriting and approval.
• Ensure accuracy, completeness, and organization of credit documentation in nCino, DocMan, and FileNet.
• Perform and validate Borrowing Entity PD Ratings and Obligation LGD Ratings according to policy.
• Monitor covenants and portfolio risks, identifying and escalating emerging issues or trends.
• Prepare pipeline, portfolio, and ad-hoc reporting for Credit Leadership and internal partners.
• Provide informal guidance and share best practices with Credit Administration Analysts.
• Identify process improvement opportunities and elevate recommendations to leadership.

Skills

Credit Analysis

Underwriting Support

NCino Proficiency

Financial Statement Review

Analytical Skills

Education

Bachelor’s degree in accounting, finance, economics, or related field

Tools

NCino

DocMan

FileNet

Microsoft Word

Microsoft Excel

Job description

Jobtailor in Missouri seeks an experienced credit professional to support underwriting and travel across complex renewals and portfolio reviews. You will analyze financial statements, identify gaps, and ensure documentation accuracy in nCino, DocMan, and FileNet.

The role requires strong analytical and communication skills, plus independence in handling high-level credit tasks and process improvements for the credit team.