Webster Bank
Managing Director - Commercial Underwriter / Portfolio Manager Health Care Finan
Webster Bank, New York, New York, us, 10261
Overview
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Managing Director - Commercial Underwriter / Portfolio Manager Health Care Finance
role at
Webster Bank
1 day ago Be among the first 25 applicants
Direct message the job poster from Webster Bank
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
Responsibilities
Coordinate with BU Head and Relationship Managers with all facets of underwriting and closing senior debt financings and related credit requests for new and existing customer relationships.
Consult and partner with Relationship Managers in recommending loan structure, preparation of financing proposals, and negotiation of terms with clients.
Prepare high quality, detailed credit approval documents containing an in-depth analysis and understanding of the transaction, customer, industry, and market trends/fundamentals identifying key issues and risks.
Spearhead transaction process and lead all diligence activities, prepare financial models, prepare pre-screen and final credit approval documents requests in accordance with the bank’s credit policies and procedures; present and lead credit committee discussion, manage all facets of transaction closing with product partners (Treasury, Portfolio, Operations), coordinate with Loan Syndication in managing lender syndicate.
Assist in training and development of credit analysts and underwriters; develop skills and knowledge of team members through effective coaching and professional development opportunities. Continuously improve the quality and consistency of the team's underwriting and portfolio management activities.
Manage an assigned portfolio of loan accounts, maintain deep understanding of client business, industry trends and markets, pro-actively monitor client financial performance and risk profile and credit risk grade, respond to client credit requests, advocate appropriate actions to BU Head and Senior Credit Officers.
Demonstrate an in-depth knowledge of Webster credit products and services, and the ability to form trusted and consultative relationships with clients.
Education, Skills & Experience
Bachelor’s degree in accounting or finance; MBA a plus
10 plus years in commercial banking, commercial finance, private credit
Healthcare industry experience
Great interpersonal skills with ability to interface with relationship managers, portfolio managers, senior credit officers, clients, and senior management.
Proven ability to manage and cultivate client relationships
Well organized and ability to work independently in a fast-paced environment
Strong commercial lending experience, formal credit training or experience in senior underwriter role
Strong written and verbal communication skills
Strong corporate finance, credit analytical skills, and proficiency in financial statement analysis
Proficient in MS Word, Excel, and PowerPoint
Salary and incentives: The estimated salary range for this position is $175,000 to $215,000. Actual salary may vary based on knowledge, skills, experience, and location. This position is eligible for incentive compensation.
Employment and Equal Opportunity All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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Managing Director - Commercial Underwriter / Portfolio Manager Health Care Finance
role at
Webster Bank
1 day ago Be among the first 25 applicants
Direct message the job poster from Webster Bank
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
Responsibilities
Coordinate with BU Head and Relationship Managers with all facets of underwriting and closing senior debt financings and related credit requests for new and existing customer relationships.
Consult and partner with Relationship Managers in recommending loan structure, preparation of financing proposals, and negotiation of terms with clients.
Prepare high quality, detailed credit approval documents containing an in-depth analysis and understanding of the transaction, customer, industry, and market trends/fundamentals identifying key issues and risks.
Spearhead transaction process and lead all diligence activities, prepare financial models, prepare pre-screen and final credit approval documents requests in accordance with the bank’s credit policies and procedures; present and lead credit committee discussion, manage all facets of transaction closing with product partners (Treasury, Portfolio, Operations), coordinate with Loan Syndication in managing lender syndicate.
Assist in training and development of credit analysts and underwriters; develop skills and knowledge of team members through effective coaching and professional development opportunities. Continuously improve the quality and consistency of the team's underwriting and portfolio management activities.
Manage an assigned portfolio of loan accounts, maintain deep understanding of client business, industry trends and markets, pro-actively monitor client financial performance and risk profile and credit risk grade, respond to client credit requests, advocate appropriate actions to BU Head and Senior Credit Officers.
Demonstrate an in-depth knowledge of Webster credit products and services, and the ability to form trusted and consultative relationships with clients.
Education, Skills & Experience
Bachelor’s degree in accounting or finance; MBA a plus
10 plus years in commercial banking, commercial finance, private credit
Healthcare industry experience
Great interpersonal skills with ability to interface with relationship managers, portfolio managers, senior credit officers, clients, and senior management.
Proven ability to manage and cultivate client relationships
Well organized and ability to work independently in a fast-paced environment
Strong commercial lending experience, formal credit training or experience in senior underwriter role
Strong written and verbal communication skills
Strong corporate finance, credit analytical skills, and proficiency in financial statement analysis
Proficient in MS Word, Excel, and PowerPoint
Salary and incentives: The estimated salary range for this position is $175,000 to $215,000. Actual salary may vary based on knowledge, skills, experience, and location. This position is eligible for incentive compensation.
Employment and Equal Opportunity All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
#J-18808-Ljbffr