• AVP, Commercial Credit Underwriter (BankDirect Capital Finance)

    Job Location US-CA-Newport Beach
    Location: Address
    660 Newport Center Drive
  • Responsibilities

    • Support the Business Development team to evaluate potential opportunities and determine appropriate lending terms 
    • Utilize models to evaluate the borrower’s financial strength, cash flow and credit worthiness
    • Determine price guidance based on relationship, financial strength and competition
    • Make credit recommendations to Senior Management for transactions outside of authority limits
    • Effectively communicate with agents, insureds and other parties to build and maintain strong business relationships
    • Monitor monthly quote and loan activity to ensure retention of renewal business and track volume against monthly budget
    • Review agent portfolios to track volume growth, confirm acceptability of lending terms, and identify potential opportunities
    • Continuously review processes (both underwriting and otherwise) and make recommendations for improvement
    • Perform ad hoc research projects as requested


    • Bachelor’s Degree in finance, accounting, or equivalent professional experience required
    • Thorough understanding of financial analysis including risks and mitigants
    • 4-6 years commercial lending review and credit support experience
    • 2-4 years commercial insurance experience preferred
    • Possess strong creative solution and problem solving skills
    • Ability to multi-task effectively in a fast-paced environment while prioritizing projects to ensure timely deliverables with exceptional attention to detail
    • Proficient in Microsoft office with advanced Excel skills


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