Underwriting Consultant managing large accounts and determining acceptability of risk within CNA's Middle Market sector. Requires 3+ years of underwriting experience and expertise in commercial property and casualty insurance.
About the role
- Analyst role involving credit underwriting and portfolio management for REIT sectors in Commercial Real Estate. Collaborating with teams on financial analysis and compliance with credit policies.
Responsibilities
- Perform due diligence on industry and company performance and synthesize research
- Perform thorough financial analysis and identify disparities, risks, and creative ways to mitigate risk
- Prepare financial / cash flow modeling inputs with little guidance
- Analyze appropriate structuring options considering collateral and borrower valuation
- Write and prepare the majority of the credit approval document
- Coordinate and complete closing process requirements
- Support senior underwriters in reviewing and negotiating legal documentation
- Communicate with external constituents
- Demonstrate basic understanding of credit documents
- Monitor quarterly reporting and financial statements
- Ensure compliance with credit policies and procedures for existing accounts
- Build relationships across function and business to foster collaboration between partner groups
- Mentor and train rotational analysts and new hires
Requirements
- Bachelor’s Degree or Military Experience
- At least 2 years of experience in credit underwriting or portfolio management in commercial real estate or cash flow lending
- Bachelor's Degree in Accounting, Finance, or other relevant fields (Preferred)
- 3+ years of credit underwriting and/or portfolio management experience (Preferred)
- High attention to detail and strong work ethic
- Ability to work independently as well as collaboratively in a team environment
- Excellent business writing and verbal communication skills
- Strong time management skills and ability to manage multiple deals/projects
- High level of proficiency in Google Suite or Microsoft Office
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Comprehensive benefits package
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