Milwaukee, Wisconsin, United States
Underwrite360 provides third-party underwriting and credit support solutions for banks, credit unions, insurance companies, CDFIs, and loan funds. We deliver independent underwriting services for new money requests, annual reviews, and portfolio management while helping financial institutions improve consistency and efficiency throughout the credit process. Our team also supports credit policy development and procedure enhancements to strengthen risk management and support growth.
-Managing and coordinating the operational activities for Portfolio Credit Support -Operational activities include financial statement spreading and covenant testing for large Corporate & Commercial Banking lending relationship -Timely delivery of accurate financial statement spread reports is the primary support activity of the group -Interviewing, hiring, on-boarding, and training new staff to facilitate growth, development, and long-term career pathing -Accomplishing results through the effective monitoring of workflow tools and ongoing management of staff including non-exempt PMAs -Administering corporate policies and procedures and ensures compliance with applicable laws and regulations -Managing and distributing workloads for assigned east region and assisting other regions as needed -Partnering with Portfolio Managers to ensure proper support and build relationships
-Complete accurate and consistent financial statements spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and wholesale credit policies. -Maintains USB’s compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. -Helped onboard and develop the new hires in the group.