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Sr. Associate, Corporate Finance Underwriting

northwest

Columbus, USonsitePosted Aug 6, 2026
Posting intelligenceActively listed

About the role

OH0713 NW Bancshares HQ

Job Description

The Corporate Finance Senior Associate serves as the primary underwriter for complex relationships in the large corporate and middle market portfolio for Northwest Bank. The ability to independently perform highly in-depth qualitative and quantitative analysis at the client, industry and macroeconomic levels is required. The Senior Associate is expected to design and recommend credit structures to senior leadership which align with the needs of the clients and the risk appetite of the Bank. Regular client contact will occur as part of the underwriting and portfolio management duties. Where Northwest Bank is the lead agent, the Senior Associate will be involved in the preparation of loan syndication market materials and other supporting documentation and may participate in sell-side activities.

Essential Functions

Prepare detailed credit memorandum for complex lending relationships

Complete comprehensive analysis on client financial statements

Recommend proper loan structure, including appropriate covenant formulas and definitions

Identify credit strengths, weaknesses, risks and mitigating factors

Determine the required scope for underwriting and due diligence based on client risk profile

Participate in joint calls with Relationship Managers

Maintain a working knowledge of macroeconomic factors affecting national and global markets

Identify and track loan and credit policy exceptions

Monitor ongoing risk in the assigned portfolio and recommend proactive action if necessary

Prepare annual or quarterly reviews for relationships within the portfolio, as required

Recommend and defend appropriate risk ratings

Review and negotiate legal documentation with outside bank counsel

Develop financial statement forecasts and enterprise valuations

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Education:

Bachelor's degree in Finance, Accounting, or other business-related field preferred

Work History:

5 - 6 years Credit Underwriting in the Corporate Finance sector preferred

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