Specialist in FP&A and M&A at RD Saúde focusing on financial analysis and insights for business decisions. Involvement in execution of M&A processes and performance analysis in a health - focused company.
About the role
- Lead Equipment Finance Underwriter in Wells Fargo's Commercial Capital group managing complex loan and lease requests while collaborating with peers and mentoring junior underwriters.
Responsibilities
- Lead complex initiatives for researching financial and credit information for larger and more complex commercial or business loan and lease requests
- Assist in structuring and approval of loan or leases within delegated authority and recommend transactions in excess of credit authority
- Review and research financial and credit information for larger and complex loans and lease requests that require in-depth evaluation
- Make decisions in complex and multifaceted situations requiring exceptional understanding of the Equipment Finance Underwriting functional area, policies, procedures, and compliance requirements
- Collaborate and consult with peers, colleagues, and managers to achieve business objectives
- Mentor or review analysis of less experienced individuals
- Lead projects and approve transactions in excess of their credit authority
Requirements
- 5+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong cash flow analysis skills
- Familiarity with various collateral types
- Document negotiation skills
- Financial Analysis experience
- Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
- Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
- Experience working on transactions >$15MM
- Strong communication skills with experience presenting to Senior Leadership and communicating with external clients
Benefits
- 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
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