Prepare Spreads - Prepare spreads in Moody's Risk Origins (C&I) or Excel based sizing templates (Franchise) to aid BDO's in determining whether to move forward with a request.
November 15, 2022
Complete tasks attentively and thoroughly.
December 06, 2022
Participate in the analysis, evaluation, and underwriting of proposed credit facilities for prospects and customers.
February 09, 2023
Collaborate with senior department leaders by sharing specialized knowledge and recommend opportunities for continuous improvement to influence strategy development.
March 05, 2023
Support with Corporate Banking Operations and Loan Operations to book new deals and maintain documentation in GlobalWave.
March 24, 2023
Contribute to assigned special projects by assisting with corporate underwriting audits, participating in department product and process improvement initiatives.
March 24, 2023
Review, evaluate and price moderately complex business by applying sound underwriting judgment and adhering to company policy and state regulations within established authority.
April 17, 2023
Lead cross-functional team focused on delivering an Underwriting Rules Engine for NYL, including business requirements, technology development, testing and operational deployment.
April 23, 2023
Assist in preparation of the Pre-Approval Memorandum - Prepare the financial portion of the pre-approval memorandum to assist BDO's in obtaining concurrence to issue a Term Sheet to a prospective borrower.
May 06, 2023
Build and maintain relationships with current and potential brokers and customers by providing personalized and quality customer service.
May 18, 2023