15 credit products specialist i jobs found

Position Title Credit Products Specialist I   Location Work From Home TX, TX 73301   Job Summary The Credit Products Specialist I supports the underwriting, structuring, and management of commercial credit relationships. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to Relationship Managers (RMs), this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist RMs in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages. Portfolio Management : Monitor financial trends, covenant compliance, and borrowing bases to...

Position Title Credit Products Specialist I - Power & Renewables Location Beverly Hills, CA 90212 Job Summary The Credit Products Specialist I – Power & Renewables supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized...

Position Title Credit Products Specialist I - ESOP Finance   Location Foxboro, MA 02035   Job Summary The Credit Products Specialist I - ESOP Finance supports the underwriting, structuring, and management of commercial credit relationships. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to Relationship Managers (RMs), this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Candidate would be joining the newly established ESOP Finance Group, which is involved in ESOP-related leveraged buyouts of privately held companies throughout the United States. This group is a strategic priority for the Bank as ESOP-related financing is expected to grow significantly over the...

Position Title Credit Product Specialist I - Entertainment Vertical Location Beverly Hills, CA 90212 Job Summary Job Description Summary The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Pay range will fall between $72,187 - $123,815 annually. Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness,...

Position Title Credit Products Specialist II - Dealer Finance Location Nationwide, MI 48098 Job Summary The Credit Products Specialist II – Dealer Finance plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures...

Position Title Credit Products Specialist II - Equipment Finance Location Hicksville, NY 11801 Job Summary The Credit Products Specialist II – Equipment Finance plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating...

Position Title Credit Products Specialist II   Location Work From Home TX, TX 73301   Job Summary The Credit Products Specialist II plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.   Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures. Portfolio & Risk Management : Continuously monitor assigned...

Position Title Credit Products Specialist II - Technology, Media and Communications   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist II – Leverage Finance plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.   Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending...

Position Title Credit Products Specialist II-Specialized Location Bellevue, WA 98004 Job Summary The Credit Products Specialist II – Specialized plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures within the...

Position Title Credit Products Specialist II - Corporate Banking   Location New York, NY 10018   Job Summary The Credit Products Specialist II – Corporate Banking plays a key role in structuring and underwriting complex corporate credit transactions while managing an assigned loan portfolio. This position is responsible for structuring, diligencing, underwriting and recommending new leveraged corporate banking loan requests while adhering to the bank’s credit policy and established credit standards and guidelines. By proactively monitoring portfolio performance, identifying emerging risks, and timely recommending risk rating changes, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.   Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex corporate banking loan...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job   Title : Insurance Marketing Specialist...

Description Summary: Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained. Duties and Responsibilities: Supports Regional Banking production by managing the pre closing collection of necessary documents and post loan booking customer draw requests within a timely manner. Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds, Adheres to policy and procedures regarding Customer callback and authentication. Ensures compliance with Federal Regulations related to Ground Up Construction and provides updates in business tracking systems. Requests would be the most complex leasehold projects as well as ground up construction.  Construction documentation review...

Description This position can be located in our Chicago, New York, Dallas, or Charlotte locations. Summary The Managing Director and Team Lead of Asset-Based Lending (“ABL”) Sponsor & Capital Markets, manages a team of Business Development Officers (“BDOs” or “BDO team”) who focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity (“sponsor”) and (ii) participations in syndicated sponsor and non-sponsor asset-based loans managed by other financial institutions.  This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors,  intermediaries, and bank syndication teams and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions....

About HUB International At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. At HUB, we’re more than an insurance broker—we’re a network of doers with diverse backgrounds and a shared purpose: supporting our clients, colleagues, and communities. We believe great work happens when people...

Description This role can be located in our Chicago, Charlotte, Dallas, or New York offices. Summary The Director of Asset-Based Lending (ABL) Sponsor & Capital Markets focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity (“sponsor”) firms.  This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors, and intermediaries, and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions. The Team Lead drives market penetration while ensuring disciplined credit, efficient execution, and a best‑in‑class client experience. Duties and Responsibilities Market Strategy & Leadership Responsible for sourcing and closing...