Senior SBA Underwriter - Hybrid Role & Growth Impact

Firstrust Bank; Conshohocken (Montgomery County); Hybrid; USD 80,000 - 100,000; Full time

Job summary

A financial institution in Conshohocken, PA is seeking a Senior Underwriter to perform underwriting due diligence and prepare credit memorandums. The successful candidate will have 5 to 10 years of experience as an SBA Underwriter, a Bachelor’s degree in a related field, and strong SBA credit knowledge. This hybrid position involves analyzing financial documents, ensuring compliance with regulations, and mentoring other underwriters. A solid background in finance and proficiency in relevant software is essential.

Qualifications

• 5 to 10 years’ experience as an SBA Underwriter.
• Strong ability to apply SBA credit concepts and practices.
• Capability to handle multiple priorities with limited supervision.

Responsibilities

• Analyze financial statements and due diligence for loan requests.
• Prepare complete underwriting memorandums with financial projections.
• Maintain knowledge of SBA regulations and ensure compliance.

Skills

Judgment

Interpersonal skills

Attention to detail

Initiative

Written communication

Education

Bachelor of Science Degree in Accounting, Finance, or related field

Tools

Microsoft Office (Word, Excel, Outlook)

Salesforce

Vikar

Job description

A financial institution in Conshohocken, PA is seeking a Senior Underwriter to perform underwriting due diligence and prepare credit memorandums. The successful candidate will have 5 to 10 years of experience as an SBA Underwriter, a Bachelor’s degree in a related field, and strong SBA credit knowledge. This hybrid position involves analyzing financial documents, ensuring compliance with regulations, and mentoring other underwriters. A solid background in finance and proficiency in relevant software is essential.