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Middle Market Direct Underwriter / Portfolio Manager
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Full-time
- May review books of business as well as profit/growth results and trends to recommend and implement action plans.
- Essential Functions/Responsibilities:Underwrites transactions to Middle Market Direct clients (companies with $M-$M annual revenue).
- Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls.
- Education:Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field.
- Req)Work Experience:+ years of financial analysis, structuring, underwriting and portfolio management experience, ideally focused on commercial sized companies.
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