San Francisco – Equipment Loan Underwriter (106984)

Matt has been a Equipment Loan Credit Analyst / Underwriter for over 20 years and enjoys all elements of equipment lending credit analysis and underwriting.

He is seeking an opportunity with a San Francisco area bank.

Matt’s career skills as an Equipment Loan Underwriter include:

  • Markets served include equipment loans in the following sectors:  energy, metals, transportation, manufacturing, communications, retail and service sectors.  
  • Worked closely with internal sales managers and a variety of external third-party and customer contacts to structure and underwrite transactions in the $5-15 MM range.
  • Managed a portfolio of customer accounts on an ongoing basis and worked with our internal booking and billing departments to resolve issues.
  • Analyzing and underwriting transactions in a timely manner, within operational and regulatory guidelines, including all elements required to render a credit decision: analysis of management, industry, company, competitors, financials and structure.
  • Prepare ongoing annual and quarterly customer reviews.
  • Participate in several portfolio reviews, evaluating large loan portfolios for purchase .
  • Assist with evaluation of overflow transactions in the high-tech and medical/hospital markets.  
  • Partner with sales management, external clients and other internal departments to develop positive results across the bank.
  • Proficient with Moody’s MRA financial statement analysis and Buker’s Tax Analysis software.

Matt is asking for a base salary minimum of $98K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: