Portfolio Manager/Commercial Underwriter

Post Date

Feb 27, 2025

Location

Indianapolis,
Indiana

ZIP/Postal Code

46240
US
Jul 01, 2025 Insight Global

Job Type

Perm

Category

Financial Services

Req #

CIN-765697

Pay Rate

$130k - $140k (estimate)

Job Description

An employer in the Indianapolis, IN area is seeking a Commercial Underwriter to join their team permanently. The company is a leading expert in financing for registered investment advisors (RIAs), CPAs, and insurance businesses. This Underwriter will be responsible for reviewing commercial loan applications and analyzing standard credit information packages to make assessment of applicants creditworthiness, and they will provide recommendation to the Executive Director and Director of Underwriting, and to Loan Committee as applicable, regarding the structure, underwriting, and management of loans. They will prepare and present credit memos for new and renewal requests on complex credits and large clients, for loan approval. These loans will in general be large in nature ($2.5MM - $20MM). The loans are funding acquisitions, refinance, debt, etc.
Some traveling to client sites included.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here.

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Required Skills & Experience

- 5+ years of experience in a bank Commercial Underwriter (Commercial Lender or Underwriter mix experience is sufficient)
- Bachelors degree
- Understanding from a accounting perspective

Nice to Have Skills & Experience

- CRC (Credit Risk certified)

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.