Pacific Western Bank

  • Phoenix, AZ, USA
Nov 12, 2021
Pacific Western Bank Remote * (Campbell, CA, USA)
Overview The AVP, ABL Underwriting Administrator is responsible for performing various underwriting and due diligence administrative duties for a wide array of financing transactions. In conjunction therewith, the position is responsible for following ABL transactions from receipt of initial documents from prospective borrowers to submission of Credit Committee Memorandums ("CCM") for approval. The AVP, ABL Underwriting Administrator is also responsible for preparing an initial summary memorandum called a Client Information Sheet ("CIS") for various ABL transactions. Responsibilities * Prepare CIS documents for prospective ABL transactions to include Company and Managment Overview, Legal Structure, Transaction Overview, Sources and Uses, Collateral and Financial Overview. * Conduct all nCino and SalesForce responsibilities through all stages of an ABL transaction; * Create sub directories for new deal opportunities and save all pre-diligence documents into such sub directories;...
Nov 12, 2021
Pacific Western Bank Remote * (Phoenix, AZ, USA)
Overview: The AVP, ABL Underwriting Administrator is responsible for performing various underwriting and due diligence administrative duties for a wide array of financing transactions. In conjunction therewith, the position is responsible for following ABL transactions from receipt of initial documents from prospective borrowers to submission of Credit Committee Memorandums (CCM) for approval. The AVP, ABL Underwriting Administrator is also responsible for preparing an initial summary memorandum called a Client Information Sheet (CIS) for various ABL transactions. Responsibilities: Prepare CIS documents for prospective ABL transactions to includeCompany and Managment Overview,Legal Structure, Transaction Overview, Sources and Uses, Collateral and Financial Overview. Conduct all nCino and SalesForce responsibilities through all stages of an ABL transaction; Create sub directories for new deal opportunities and save all pre-diligence documents into such sub...