About the Role

Responsible for ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner, resulting in an acceptable level of credit risk and an appropriate risk return relationship. Facilitate the validation of external credit partners ensuring credit risk meets simple credit box standards. Work with Partner Development Executive to ensure Partners and Clients understand our company's requirements and their responsibilities. Manage the entire underwriting process through closing and affect a smooth transition to Portfolio. Manage existing Partner generated loans through their life cycle.

What You Will Do

Ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner
Understand and apply minimum underwriting standards based on assigned simple credit box
Collaborate closely with the Partner Development Executive with assigned partner to provide a consultative/value‑added credit perspective, both prior to proposal issuance and thereafter
Review and analyze Partner underwriting packages for content and completeness
Order and review due diligence and documentation including field exams
Review and analyze financial statement spreads and understand cash flows
For new relationships, meet management of the business prior to closing for transactions over a predetermined amount
Review reporting requirements and processing with clients
Coordinate the pre‑funding process with the documentation team assigned
Oversee closing documentation process in conjunction with the closing team
Other duties as assigned

What You Will Need

Bachelor's degree or equivalent education and work experience
Typically, 5+ years with bachelor's or equivalent
Experience in Renewable Energy
Underwriting background with emphasis on cash flow analysis and project finance
Business Acumen
Customer Focus
Collaboration
Communication Skills
Negotiating

Salary range: $86,000 – $145,000. This salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance‑based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

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Pathward, N.A.