Sr. Mid-Ticket Credit Analyst
$100kFull-time
WSFS Bank
Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. NewLane Finance is seeking an experienced Middle Ticket Senior Credit Underwriter to join and lead a middle ticket credit team. The qualified candidate will be responsible for and have direct oversight of the day to day underwriting of all middle ticket transactions with sizes ranging from $100,000 to $1,000,000.The role requires strong commercial credit underwriting skills, financial statement analysis, communication skills, and the ability to structure transactions. Our Values:
$64,491.00 - $105,949.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on aplitrak.com. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- Integrity
- Passion
- Teamwork
- Commitment to Excellence
- Directly underwrite middle ticket transactions ($100,000 to $1,000,000) in accordance with NewLane's Credit Policies and Procedures.
- Provide concise analysis of equipment finance requests by reviewing business financial statements, including but not limited to income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports (when available).
- Duties may include financial spread and analysis of business financial statements and tax returns to determine the applicant's overall financial condition and their capacity to repay.
- Ensure transactions are underwritten according to NewLane's Credit policy and procedure standards.
- Review and decision transactions which are within delegated individual credit authority.
- When needed, prepare and present credit approval summaries to members of Credit and Senior Management.
- Qualify and approve equipment dealers and collateral to be financed.
- Must understand, abide and uphold NewLane's audit procedures and internal controls related to essential duties and responsibilities.
- Perform fraud checks and due diligence while underwriting and assessing new equipment finance requests.
- Daily responsibilities will require face-to-face interaction with Sales, Credit and Senior Management.
- Ability to work independently as well as collaboratively within a cross functional team.
- Proven ability to perform in a dynamic, high volume, transaction processing environment.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Candidate should be self-motivated and possess a desire to learn.
- Comply with audit and documentation policy and procedure requirements.
- Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities.
- Bachelor's degree in finance, Economics, Accounting or related business fields required.
- 3+ years of related experience required, preferably within the small business financing or leasing industry.
- Experience underwriting middle ticket transactions ($100,000 to $1,000,000)
- A strong understanding of business tax returns, financial statements, and business concepts.
- Excellent Microsoft Office Suite including Excel and computer literacy skills required.
- Good working knowledge of other functional departments (i.e., Sales, Funding, Servicing, Collections, etc.) and their interactions with the Credit department.
- Strong interpersonal skills and ability to leverage relationship building skills.
- Customer service focus and a professional approach to servicing B2B relationships
$64,491.00 - $105,949.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on aplitrak.com. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Sr. Mid-Ticket Credit Analyst in Philadelphia, PA vacancy
$175k - $250k
...commercial litigation and the representation of financial institutions is strongly preferredBackground defending matters under the Fair Credit Reporting Act (FCRA), the Fair Debt Collection Practices Act (FDCPA), and/or Telephone Consumer Protection Act (TCPA)is highly...SeniorWork at office- ...Senior Credit Analyst We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain – from maritime...SeniorContract workLocal areaWorldwide
We One
Philadelphia, PA1 day ago - ...Overview Responsible for developing analytical credit information for use by lending officers and senior management in making credit decisions. Also require active participation in loan reviews and credit discussions with stakeholders. Assist manager in training or...SeniorSelf employmentWork at officeLocal area
Tompkins Community Bank
Plymouth Meeting, PA1 day ago $110k - $180k
...deployed across 170+ countries. About the RoleAs a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment. You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to...SeniorFull timeLocal areaWork visaFlexible hoursShift work2 days per week1 day per week- ...Overview As a Summer Analyst on Susquehanna's Credit Research team, you will be partnered with our senior analysts and traders to assist in identifying investment opportunities in the credit and bond markets. You will learn to perform in-depth company analysis and provide...SuggestedFull timeSummer workCasual workInternshipSummer internshipVisa sponsorship
Susquehanna International Group
Bala Cynwyd, PA4 days ago $65k - $75k
...KBRA Credit Profile (KCP) - CMBS Analyst Entity: KBRA Analytics, LLC Employment Type: Full-Time Location: Dresher, Pennsylvania, United States KBRA Analytics, LLC (KBRA Analytics) is seeking a Commercial Mortgage-Backed Securities analyst for the KCP group. The position...Full timeWork experience placementWork at officeLocal areaKroll Bond Rating Agency
Dresher, PA19 hours ago- ...Overview As a Desk Analyst on Susquehanna's Systematic Credit team, you will partner with our senior analysts and traders to identify investment opportunities in the credit and bond market. Desk analysts provide real-time opinions on breaking news and in-depth analysis...Visa sponsorshipFlexible hours
Susquehanna International Group
Bala Cynwyd, PA4 days ago - Tompkins Community Bank is seeking a Credit Analyst in Plymouth Meeting, PA, to develop analytical credit information for lending decisions. Responsibilities include analyzing financial statements, conducting cash flow analysis, and ensuring compliance with banking policies...Senior
- Susquehanna International Group in Bala Cynwyd, PA, is seeking a Desk Analyst for the Systematic Credit team. You will partner with senior analysts and traders to identify investment opportunities in credit and bonds, providing real-time opinions on breaking news and in...
$60k - $70k
...a week - Camden, NJ Compensation: $60k - $70k DOE Reporting to: AR Manager A well-established organization is seeking a Credit & Collections Analyst to join its finance team. This role will be responsible for analyzing customer accounts, supporting the credit and collections...- ...SIG Susquehanna in Bala Cynwyd is seeking a Summer Analyst for their Credit Research team. This internship offers exposure to investment analysis in credit and bond markets, hands-on analysis experience, and collaboration with senior analysts. Ideal candidates are pursuing...Summer workInternshipSummer internshipFlexible hours
SIG Susquehanna
Bala Cynwyd, PA3 days ago - ...presentations and supporting financial analyses.Managing shareholder and analyst inquiries/requests and respond in a timely manner.Coordinate... ...and report it to ****@*****.*** - First/Mid Level Officials and Managers (EEO-1 Job Categories-United States...Full timeImmediate start
$80k
...Commercial Credit Analyst The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our...Work at officeSymicor Group
Philadelphia, PA19 hours ago- ...My client is a top notch MEP Consulting Engineer firm that we have been dealing with for 20 years. They are actively seeking both mid-level and Senior level Plumbing/Fire Protection Engineers. Duties include: Have knowledge of work in mission-critical, healthcare...Senior
Liberty Personnel Services, Inc.
Philadelphia, PAa month ago - ...Mortgage Originator A great company begins with a great team! MPB Mortgage, a division of Mid Penn Bank, is actively seeking a Mortgage Originator. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team...Work experience placementWork visaFlexible hours
Mid Penn Bancorp
Conshohocken, PA4 days ago - ...observed problems. Escalatingadvanced incidents as necessary. Ensure tickets are managed in accordance with SLAs.Monitoring systems for... ...SummaryType: Full-timeFunction: Information TechnologyExperience level: Mid-Senior LevelIndustry: Information Technology And Services
$110.6k - $173.6k
...Structural Engineer to join our Cities and Places buildings team in Philadelphia, PA. This role is open to experienced professionals across mid-level and senior experience ranges, with responsibilities scaled to experience.Working alongside a collaborative team of architects...SeniorFull timeRemote work$168k - $240k
...of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that...SeniorTemporary workWork at officeLocal areaImmediate start- ...Responsibilities:Provide leadership and direction to the Quality Assurance Analysts and Engineers.Lead status meetings with the development and... ...#300 Ann Arbor MI - 48104| ContractFunction: DesignExperience level: Mid-Senior LevelIndustry: Information Technology And ServicesSenior
- ...make delivering innovative work part of your extraordinarycareer. Learn more about our AABG and AWS at Accenture here: The Accenture Mid-market business is a core growth driver within Accenture, focused on helping Mid-market companies reinvent, scale, and compete with the...SeniorFull timeWork experience placementLive inWork at officeLocal area
$84.42k - $94.35k
...been in operation since 1962 and are nationally recognized as a member of Ward's Top 50 and rated A++ by A.M.Best. We are looking for a Sr. Underwriter I to join our Public Service team working hybrid out of any of our PHLY offices! Summary Determines acceptability,...Senior$275k - $330k
Job Description Job Description One of the world’s leading international law firms, seeks to hire a highly qualified midlevel associate with law firm experience and excellent academic credentials to join their investment management practice in the Philadelphia office...Work at office5 Legal
Philadelphia, PA7 days ago- ...strategic guidance that positions Armanino as a long-term advisory partner rather than a transactional vendor. Mentor and develop junior and mid-level consultants through hands-on coaching, delivery reviews, and knowledge sharing. Strengthen team capability and confidence,...SeniorFull time
$129.8k - $361.8k
Senior Director, Global Account Management - Emerging BiopharmaJoin IQVIA and help shape the future of healthcare.IQVIA is a leading global provider of commercial insights, healthcare intelligence, advanced analytics, technology solutions, and deep domain expertise to the...SeniorFull timePart timeImmediate startRemote workWorldwide- Overview Growing CPA Firm - Great Comp! - Amazing Culture & Management This Jobot Job is hosted by Alyssa Montgomery. Are you a fit? Easy Apply now by clicking the Easy Apply button and sending us your resume. Job Details The ideal Senior Tax Accountant will possess technical...SeniorLocal area
Jobot
Dresher, PA2 days ago - ...Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill... ...according to EEO guidelines.SummaryType: ContractFunction: DesignExperience level: Mid-Senior LevelIndustry: TelecommunicationsSeniorImmediate start
- Thriving, manufacturer seeks a Sr Cost Accountant/Analyst who can lead cost accounting activities, analyze manufacturing and operational data, and provide critical insights and support strategic decision-making. In this role, you will review and control costs related to...Senior
- ...provides similar information for related unbilled balances for the same clients.Oversees Accounts Receivable team efforts for the Firm’s mid-year and year-end countdown initiatives.Identifies information systems requirements for department and participates in review of...SeniorFull timeWork at officeLocal areaFlexible hours
$85k - $110k
...Salary:$85,000 - $110,000About the OpportunityWe are a premier regional CPA and consulting firm with over 40 years of excellence in the mid-Atlantic. We specialize in providing high-impact auditing and advisory services for governmental agencies, nonprofits, schools, and...SeniorLocal area- ...secondary market investor standards and applicable laws. The candidate will examine loan documentation for accuracy and completeness, work with Loan Originators and Processors, and determine credit decisions across conventional, FHA and VA programs. #J-18808-LjbffrSeniorFull timeRemote work
Freedom Mortgage
Moorestown, NJ2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Mid-Ticket Credit Analyst. Be the first to apply!
Related searches
- srs distribution Philadelphia, PA
- senior associate architect Philadelphia, PA
- senior dynamics crm developer Philadelphia, PA
- senior application security Philadelphia, PA
- senior account director Philadelphia, PA
- senior supervisor Philadelphia, PA
- senior plumbing designer Philadelphia, PA
- senior sales representative Philadelphia, PA
- senior advisor Philadelphia, PA
- senior cloud data engineer Philadelphia, PA