Underwriter – Energy, Infrastructure, Project Finance

Responsibilities

• Lead the end‑to‑end underwriting process for energy, infrastructure, and project finance transactions, including loans, tax equity investments, and syndicated facilities.
• Build and maintain strong working relationships with clients, internal origination teams, and third‑party providers to obtain all information necessary for a complete and accurate credit assessment.
• Develop, analyze, and review complex financial models and projections to evaluate project cash flows, sensitivities, and key risks.
• Underwrite and support the ongoing servicing of Shared National Credit (SNC) loans, working alongside agent banks and participating lenders.
• Perform independent credit analysis, annual reviews, amendments, waivers, and servicing actions for SNC transactions in accordance with intercreditor agreements and regulatory expectations.
• Coordinate with internal stakeholders and external lender groups to support credit approvals, servicing actions, and portfolio monitoring for SNC exposures.
• Review agent bank credit packages, financial models, and reporting to assess ongoing performance and emerging risks within SNC portfolios.
• Perform comprehensive credit analysis by reviewing financial statements, project contracts, legal documentation, and third‑party reports to assess project viability through underwriting and closing.
• Prepare clear, well‑reasoned credit memoranda for loan committee review, outlining transaction structure, key risks, mitigants, and recommendations.
• Conduct market, industry, and company research to support underwriting assumptions and credit conclusions.
• Review and interpret complex legal and structured finance documents related to energy, infrastructure, and project finance transactions.
• Independently underwrite syndicated loans for both new originations and ongoing servicing actions.
• Lead credit analysis for early‑stage development opportunities and complex deal structures.
• Take primary responsibility for portfolio underwriting assignments involving multiple common facilities.
• Support ongoing portfolio management activities and serve as a subject matter resource for the team.
• Review the work of other underwriters for accuracy, completeness, and adherence to credit standards.
• Lead and participate in cross‑functional initiatives focused on process improvement, training, and knowledge sharing.
• Develop working knowledge of USDA programs and regulations under the One RD Initiative, with particular emphasis on REAP and B&I eligibility, as applicable to energy and infrastructure projects.
• Communicate effectively and professionally across multiple channels with internal teams, clients, and third‑party vendors.
• Maintain a positive, professional demeanor when managing deadlines, changes, and transaction challenges.
• Perform other duties as assigned.

Requirements

• Knowledge, Skills, and Abilities
• Ability to adapt to shifting priorities and evolving business needs.
• Demonstrated professionalism and discretion in handling confidential and sensitive information.
• Strong proficiency in Microsoft Office and related business systems.
• Advanced analytical and problem‑solving skills, with the ability to apply new information to both current and future decision‑making.
• Ability to work independently while collaborating effectively in a team‑oriented environment.
• Exceptional written, verbal, and interpersonal communication skills.
• Strong organizational skills and attention to detail.
• Ability to establish and maintain effective working relationships with internal and external stakeholders.
• Strong interest in energy, infrastructure, and project finance transactions across multiple jurisdictions.
• Deep understanding of commercial banking credit policies, loan structuring, and cash flow analysis.
• Advanced working knowledge of accounting principles, including balance sheet, income statement, and cash flow analysis.
• Demonstrated ability to develop expert‑level proficiency in specialized financial products.
• Tools & Technologies
• Microsoft Office
• financial analysis software
• credit assessment tools
• project management systems
• data analysis tools
• reporting software
• collaboration platforms
• credit package review systems
• portfolio monitoring systems
• legal documentation software
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