Assist Commercial Loan Officers in managing existing credit relationships and supporting new ones.
Analyze financial data, prepare loan review memorandums, and recommend risk upgrades or downgrades.
Underwrite and structure new loans or modifications while ensuring compliance with regulations.
Peak Credit Union is a member-focused financial institution offering banking and lending services. They emphasize community ties and provide comprehensive employee benefits, including medical, dental, and vision coverage.
Review and process credit applications, pulling reports, references, and financials to manage risk and support sales.
Communicate with customers and internal teams to negotiate credit solutions and provide guidance.
Monitor customer accounts, maintain records, and report on specific segments to mitigate risk.
SanMar is a apparel and accessories company that provides products and services to the promotional products industry. With a large workforce, the company fosters a collaborative culture with a focus on teamwork and professional growth.
Evaluate and underwrite a broad range of lending opportunities while maintaining sound credit risk.
Manage transactions from initial review through approval, funding, and closing.
Collaborate with business development and client-facing teams to support informed lending decisions.
The company provides commercial lending and credit underwriting services. It fosters a culture focused on financial inclusion, innovation, collaboration, and professional growth.
Support complex financing activities, including taxable and tax-exempt debt issuance, negotiations, and preparation of materials for senior leadership.
Monitor compliance across outstanding debt obligations, manage quarterly and annual reporting, and maintain accurate documentation.
Underwrite a variety of lending products efficiently, applying credit policies and minimum standards to manage risk.
Collaborate with Business Development Officers to provide consultative credit perspectives and review deal packages.
Manage the underwriting process from initial review through closing, including financial analysis, due diligence, and mentoring team members.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger.
Personally underwrite and structure large-ticket commercial credit transactions, including exposures of $1M+ and transactions up to ~$2.5M.
Analyze audited and CPA-reviewed financial statements, leverage, liquidity, coverage, quality of earnings, and other credit indicators.
Co-own credit policy with senior Risk leadership, monitor portfolio performance, and collaborate on automated decisioning.
The partner company is a fast-growing financial technology firm focused on underwriting complex, high-value commercial transactions. It offers a high-autonomy, inclusive workplace with opportunities to shape credit policy and work at the intersection of commercial credit and AI.
Underwrite consumer and residential mortgage loan requests, evaluating creditworthiness, repayment capacity, and risk profile.
Ensure compliance with bank policy, regulatory requirements, and risk management standards.
Collaborate with loan officers, originators, and credit administration to structure loans and recommend approvals.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability. As a Certified B Corporation with multiple branches and a growing digital presence, the bank fosters a mission-driven culture of goal-setters, go-getters, and changemakers.
Supports the origination, execution, and portfolio management of syndicated loan transactions.
Conducts financial analysis, builds financial models, and evaluates credit risks for corporate borrowers.
Coordinates with internal teams, legal counsel, and external lenders to close transactions effectively.
Fulton Bank is a financial institution providing commercial banking, corporate banking, and syndicated loan services. They promote a culture of continuous learning, work-life integration, and inclusion, fostering a digitally enabled work environment.
Collect, review, and analyze applicants' financial information including bank statements, credit reports, and business financial statements.
Directly communicate with clients and sales teams about application status and additional document requirements.
Make underwriting decisions to approve, decline, or seek exceptions based on policy guidelines and risk assessment.
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. The company serves nearly 100,000 customers across various industries and fosters a diverse and inclusive workplace.
You provide comprehensive support to commercial lenders, managing loan processes from origination to closing and ensuring accuracy and compliance.
You coordinate with internal teams to streamline operations and maintain strong relationships with borrowers and partners.
You handle administrative tasks, CRM management, and reporting to keep your lender on track and drive portfolio success.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services with a focus on sustainability and ethical banking. As a Certified B Corporation with a growing digital presence, they foster a culture of goal-setters and changemakers dedicated to social and environmental impact.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Calculate Knock Bridge Loan advance amounts and condition loan files for accuracy and compliance.
Manage a daily pipeline of loans while maintaining quick turn times and high-level customer service.
Communicate effectively with internal teams and external partners to ensure smooth loan processing.
Knock redefines the home buying and selling experience with its Knock Bridge Loan™, empowering homebuyers to buy before they sell. Founded in 2015, it has grown into a trusted partner with 60,000+ loan officers and agents, earning 900+ five-star reviews and an A+ BBB rating.