- Conduct proper investigations and due diligence for medium to high complexity loan proposals

- Underwrite high-quality loan proposals by analyzing financial and credit information

- Develop appropriate terms, pricing, conditions, and covenants

- Review loan packages and negotiate deal structures with internal partners when necessary

- Ensure compliance with BDC policies and procedures

- Participate in resolving compliance issues or material changes during deal negotiation and structuring

- Develop win-win solutions for clients and BDC through innovative thinking and resourcefulness

- Maintain relationships with business center personnel, colleagues, and internal partners

- Foster teamwork, common objectives, and consistent policy application

- Monitor changes to policies, procedures, processes, and credit and regulatory trends

Requirements

- Bachelor’s degree in commerce, business administration or accounting

- Accounting designation or CFA and banking experience are definite assets

- 3 to 5 years or more of relevant experience

- Experience in corporate and/or syndicated financing

- Experience in loan writing

- Ability to analyze and structure complex financial deals

- Sound credit judgement and strong understanding of credit policies and practices

- Thorough knowledge of bank products, services, policies and procedures

- Ability to provide high-quality customer service to internal and external clients





- Ability to develop win-win solutions through innovative thinking

- Strong communication skills to interact and negotiate with internal partners and, in certain instances, clients

- Good time management and priority-setting skills to meet critical deadlines

- Strong business acumen

- Team player with a thorough understanding of the small business environment

Core Competencies

Demonstrates expertise in underwriting high-quality loan proposals, analyzing complex financial deals, and ensuring compliance with banking policies. Strong ability to develop innovative solutions and maintain effective relationships with internal partners and clients.

Highest-signal resume keywords

- Loan Underwriting

- Financial Analysis

- Credit Judgement

- Customer Service

- Team Collaboration

ATS Optimization Keywords

Hard Skills

- Financial Analysis

- Loan Writing

- Credit Policies

- Bank Products

- Deal Structuring

- Compliance Monitoring

- Pricing Development

- Covenant Development

- Due Diligence

- Corporate Financing

Soft Skills

- Strong Communication

- Time Management

- Cutting-edge Thinking

- Negotiation Skills

- Business Acumen

Certifications & Qualifications

- Bachelor’s Degree

- Accounting Designation

- CFA

Industry Keywords

- Banking

- Syndicated Financing

- Small Business Environment

- BDC Policies

- Credit Trends

📌 Senior Manager, Underwriting (Montreal)
🏢 Jobtailor
📍 Montreal