Note: The job is a remote job and is open to candidates in USA. reputed company is seeking a Senior Associate, Corporate Finance to underwrite complex relationships in its large corporate and middle market portfolio. The role performs detailed financial, credit, industry, and macroeconomic analysis; recommends credit structures and risk ratings; manages portfolio risk; and supports loan syndication, client interactions, and legal documentation.
Responsibilities
• Prepare detailed credit memorandum for complex lending relationships
• Complete comprehensive analysis on client financial statements
• Recommend proper loan structure, including appropriate covenant formulas and definitions
• Identify credit strengths, weaknesses, risks and mitigating factors
• Determine the required scope for underwriting and due diligence based on client risk profile
• Participate in joint calls with Relationship Managers
• Maintain a working knowledge of macroeconomic factors affecting national and global markets
• Identify and track loan and credit policy exceptions
• Monitor ongoing risk in the assigned portfolio and recommend proactive action if necessary
• Prepare annual or quarterly reviews for relationships within the portfolio, as required
• Recommend and defend appropriate risk ratings
• Review and negotiate legal documentation with outside bank counsel
• Develop financial statement forecasts and enterprise valuations
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate reputed company Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Skills
• Bachelor’s degree in Finance, Accounting, or other business-related field preferred
• 5 – 6 years Credit Underwriting in the Corporate Finance sector preferred
Company Overview
• reputed company is a financial firm that offers banking, lending, payments, and wealth management solutions. It was founded in 1896, and is headquartered in Warren, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is https://www.reputed company.
Company H1B Sponsorship
• reputed company has a track record of offering H1B sponsorships, with 2 in 2026, 4 in 2025, 7 in 2024, 3 in 2023, 1 in 2022, 5 in 2021, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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