Primary underwriting responsibilities may include:
Support and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay investment; apply industry research across transactions and share key takeaways across the organization
Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease
Anticipate questions that will be raised during deal review and approval meetings
Review financial models independently and incorporate complex structures or nuances
Propose appropriate structuring options in tandem with deal team
Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team
Oversee closing process requirements; review closing memo
Support documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients
Understand and promote bank products
Maintain and promote client relationships
Primary portfolio or asset management responsibilities may include:
Review and approve annual reviews and both material and non-material modifications
Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews
Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities
Additional Responsibilities may include:
Build relationships across function to foster collaboration between partner groups
Interact directly with customers to cultivate strong relationships
Mentor and train rotational analysts and new hires
Participate in internal initiatives to ensure the business is well-managed and operates efficiently
Understand and employ all policies and procedures of the Bank. Remain up-to-date on all bank compliance regulatory policies and procedures and on all pending and proposed regulatory changes affecting bank compliance.
Basic Qualifications:
Bachelor’s Degree or Military Experience
At least 3 years of experience in credit underwriting, portfolio management, or asset management
Preferred Qualifications:
Bachelor's Degree in Accounting, Finance, or other relevant fields
3-5 years of experience in credit underwriting, portfolio management, asset management or industry finance
1+ year of previous mentorship, coaching and training experience
Strong analytical and technology aptitude
Ability to communicate verbally in a concise and clear manner with clients, peers and fellow associates.
Advanced Microsoft Office skills
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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