Alternative Investments Financing Lead Wealth Underwriter

• Maintain a subject matter expertise in the Alternatives Asset industry, to include Private Capital and Hedge Funds
• Perform financial analysis and underwriting and structuring of highly complex Custom Credit Banking relationships secured by Alternative Assets. The foregoing may include analyzing business financial statements and tax returns
• Responsible for the efficient and timely analysis and underwriting of highly complex borrower, financial and Alternative collateral circumstances
• Responsible for highly complex credit structuring and communicating recommendations verbally and in writing
• Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals for asset quality, banking revenue, and profitability
• Regularly monitor existing portfolio and communicate findings and recommended solutions to management in a timely manner. This will assist with leadership decisions in credit risk management and ensure credit portfolio satisfactory risk exams
• Meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required
• Collaborate and consult with more experienced management and regional teams on the timely completion of work and progress
• Lead complex initiatives within a large geographical region to deliver high quality custom credit solutions with broad impact
• Provide leadership and guidance to others
• Exercise independent judgment and work with no direct supervision

5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• A background in wealth, commercial, or corporate lending/underwriting
• Familiarity with esoteric collateral with emphasis on alternative assets, as well as illiquid stock, life insurance, art, etc
• Thorough knowledge of financial accounting theory and logic, loan structuring, and banking products and services
• Excellent credit skills: ability to develop, negotiate, and document a broad range of loan types, structures, and complex requests
• Demonstrated ability to make sound, independent business and credit decisions
• Ability to independently negotiate/structure legal documents with the use of external counsel
• Strong interpersonal communication skills and partnering skills

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement