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Capital One

Sr. Manager, Specialty Underwriting & Portfolio Management - Corporate & Sponsor

Capital One, Chicago, Illinois, United States, 60290

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* Underwrite leveraged debt transactions to new or existing clients* Lead due diligence process and calls; evaluate diligence to draw relevant conclusions on material strengths, risks, and mitigants* Assist less experienced team members in financial statement analysis and cash flow analysis* Review financial models independently* Coordinate with deal team on appropriate structuring options* Write and prepare the credit approval document; review work of less experienced members of the team; begin to take a leadership role in conversations with internal partners* Oversee closing process requirements; review closing memo* Prepare term sheets, commitment letters and fee letters with minimal guidance; understand majority of provisions of all credit documents and can provide rationale; begin to negotiate credit docs with guidance* Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process* Manage a portfolio of accounts independently; review and monitor portfolio accounts’ health and performance against expectations; drive customer retention* Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists* Coordinate with Portfolio Management team to ensure all annual reviews and both material and non-material modifications are completed on time* Assist portfolio managers with quarterly portfolio reviews* Ensure compliance with credit policies and procedures for existing accounts* Respond to requests from all internal and external stakeholders* Work with portfolio managers to ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities* Bachelor’s Degree or Military Experience* At least 5 years of experience in credit underwriting, portfolio management or asset management* Bachelor's Degree in Accounting, Finance, or other relevant fields* 7+ years of experience in credit underwriting or portfolio or asset management* Previous leadership (informal or formal) experience with deal teams or analystsCapital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr