Senior Lead Credit Product Specialist at Wells Fargo. Partnering with Commercial Banking to deliver financing solutions to clients and prospects.
About the role
- Lead Underwriter & Portfolio Manager specializing in tax equity transactions for renewable energy at Capital One. Manage portfolios, execute deals, and mentor junior analysts within a leading financial institution.
Responsibilities
- Lead and compile due diligence to assess risks and performance drivers
- Execute tax equity transaction including structuring and negotiations
- Analyze industry trends and present findings to senior management
- Manage a complex portfolio of accounts, ensuring customer retention
- Facilitate quarterly portfolio reviews and approve modifications
- Mentor and train new hires and analysts
- Ensure compliance with credit policies
Requirements
- Bachelor’s Degree or Military Experience
- At least 5 years of experience in tax equity transaction underwriting and execution
- At least 7 years of experience in tax equity, credit, portfolio management, or asset management
- Master’s Degree in Business Accounting, Finance, or other relevant fields (preferred)
- At least 10+ years of experience in credit underwriting or portfolio management or asset management (preferred)
- At least 3+ years of previous leadership experience with deal teams or analysts (preferred)
Benefits
- performance based incentive compensation
- cash bonus(es)
- long term incentives (LTI)
- comprehensive, competitive and inclusive health benefits
- financial benefits
- other benefits that support total well-being
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