VP Underwriting and Portfolio Analyst

PGM Tek•New York, NY

3d•Onsite

About The Position

This position supports the Head of the Team, and Senior Relationship Managers in promoting the banking products and services to Project Finance clients of our New York Branch, managing the existing Project Finance loan accounts and spearheading all portfolio-related tasks. Additionally, this position supports the Head of the Team, and Portfolio Manager/RICO in managing the existing loan portfolio and ensure compliance, risk management and internal controls.

Requirements

A Bachelor’s degree in business, law, finance, or engineering
Excellent verbal and written communication skills essential
Proficient in Word, PowerPoint and Excel are required
Strong credit, financial analysis, quantitative and analytical skills
Some experience in credit reasoning, credit writing and financial modelling
Some experience in KYC due diligence and banking operations
Great team player and quick learner absolutely necessary

Nice To Haves

prior banking experiences or credit training preferred

Responsibilities

Perform ad-hoc work streams.
Support relationship managers in drafting credit applications, performing credit analysis and conducting commercial due diligence;
Support relationship managers for credit rating and credit line applications;
Participate lender calls or meetings and produce meeting minutes;
Prepare Know Your Customer (“KYC”) due diligence and reviews for new projects in compliance with the bank’s requirements;
Operate and manage GCMS, CMS, Actimize and other key internal systems;
Function as a deal closing coordinator and prepare necessary paperwork and systems for closing.
Perform post-disbursement reviews reports on allocated portfolio including credit rating analysis and loan classification;
Prepare KYC review and reports with completeness and appropriateness;
Monitor allocated portfolio for financial covenants, performance and emerging issues;
Analyze and, if applicable, prepare proposal for acceptance of waiver, amendments, consents from the allocated portfolio;
Operate and manage GCMS, CMS, Actimize and other key internal systems;
Ensure files are kept in order, upload required covenants/documents on GCMS.
Complete all internal trackers and logs, including pipeline log, communication log, NDA log, among others;
Assist portfolio manager in portfolio-level monitoring, reporting and analysis;
Assist RICO in operational risk assessments, compliance assessment, control testing, internal audit, and other ad-hoc tasks;
Operate and manage Archer and other key internal systems.