Partner with Relationship Managers, Portfolio Managers, and Credit Officers during all phases of commercial underwriting process, which includes new requests, renewals and annual reviews of existing relationships.
Performs other responsibilities as required.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.
Bachelor’s of Science in Finance, Accounting, Business Administration, or Economics. Other Bachelor’s degrees considered.
Commercial banking underwriting experience preferred. Skills required or to be developed include: credit risk analysis, financial statement analysis, commercial loan underwriting and succinct business writing. Knowledge of traditional C&I, Commercial Construction, Commercial Mortgage and SBA program loan structures, covenants and documentation.
Strong organizational, analytical and communications skills. Ability to work within compressed deadlines. Comfortable with interacting with senior management. Professional appearance, strong interpersonal skills, positive and professional attitude.
Proficient in Excel, Word, PowerPoint and Outlook.