Wealth Management-Private Bank Underwriting- Analyst

Job Summary

• Evaluate all risk and economic implications of transactions, using strong analytical and technical skills
• Work closely with the Regional Lending and Underwriting Team to conduct periodical review of client s financial position collateral performance and assess if they remain within acceptable risk parameters for the Bank
• Develop and maintain a thorough understanding of the product suite offered in Private Lending. Ensure consistency in the underwriting and review process and with the standards prescribed in the Product Lending Guides
• Document the loan structure and analysis for credit approval and file documentation purposes
• Ensure that loan documentation is consistent with the approved terms and that appropriate risk ratings are assigned to each loan transaction
• Confirm compliance with all covenant and collateral monitoring procedures
• Ensure that loan approvals and policy exceptions are documented appropriately and that credit files are maintained in a satisfactory manner
• Interact with banking regulators on an as needed basis. Provide other support of GS Bank USA s loan portfolio as requested
• Foster strong communication with Regional Underwriting and Private Lending teams, Credit Risk Management, PWM teams, clients and GS Bank USA personnel

Basic and Preferred Qualifications

• CA Fresher or experienced
• CPA or CFA a plus
• 1-3 years of work experience in a financial field (mortgage or insurance underwriting is not relevant for this role)
• Relevant work experience in commercial banking and/or private banking underwriting or credit roles
• Key skills include detailed knowledge of financial accounting, analysis, and modeling
• Excellent communication skills, both oral and written
• Strong project management, multi-tasking, and work organization skills
• Flexible, personable, confident, and self-motivated while focusing on being a team player
• Desire to be part of a dynamic and growing business
• No licensing required for this role

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