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Senior Manager, Process & Analytics Lead - Diversified Industries Underwriting & Portfolio Management

Job ID R85844 Updated date 10/15/2019 Location Chicago, Illinois
77 West Wacker Dr (35012), United States of America, Chicago, Illinois

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.                                               

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Senior Manager, Process & Analytics Lead - Diversified Industries Underwriting & Portfolio Management

Capital One is a Top 10 U.S. Commercial Bank that services a $65 billion loan portfolio and more than 6,100 clients. Capital One’s Diversified Industries Group (U.S. Corp/Mid-Corp/Sponsor) group provides financing to medium to large companies for mergers and acquisitions, corporate growth, balance sheet re-financings and recapitalizations. The Diversified Industries Underwriting & Portfolio Management (DI UW&PM) covers the Sponsor Finance, Mid-Corporate and US Corporate business segments as well as Food, Beverage, Agriculture & Restaurant, Gaming and GovCon industry verticals within the Middle Market Bank..  The Project Manager for DI UW&PM will manage various reporting, analytical, project, and audit related responsibilities. This role will interface with leaders across UW, Credit and Sales and will represent DI UW&PM on horizontal initiatives between Sales, Credit, and Operations. 

 

Responsibilities:

  • Lead various UW&PM activities in coordination with team (e.g. special / ad hoc project requests), such as, managing project timelines and deliverables, helping to define scope / solutions, coordinating across functions and obtaining support/approvals as necessary.

  • Assist in maintaining data trend analysis on the underlying portfolios. Help to identify delinquencies in terms of reporting / portfolio management requirements. Reinforce and monitor delinquency / completion of

  • annual reviews, risk ratings, financial statement spreading, covenant tracking, etc.

  • Serve as point person / coordinator for various audit requests (Credit Review, OCC, SNC, Corporate Audit) with timely identification and remediation of regulatory findings, observations, issues and events.

  • Identify existing UW&PM processes that can be simplified and drive change

  • Provide assistance with staffing matters (office/logistics, capacity tracking).

  • Pipeline assistance – help coordinate approval meetings, staffing metrics, forward looking approval projections.

  • Assist with team building initiatives and ambassador feedback coordination.

  • Coordinate with team/partners on quarterly portfolio reviews, annual segment reviews, new product launches.

  • Help prepare content for periodic team meetings.

  • Monitor and track adherence to training requirements.

The Ideal Candidate:

  • Working effectively in cross functional team environment and leading cross-functional teams.

  • Preparing financial information, interpreting financial performance and assessing risk exposure.

  • Understanding of underwriting and portfolio management processes and routines

  • Familiarity with bank regulatory matter and audit processes/requirements

Basic Qualifications:

  • Bachelor’s Degree or Military Experience

  • At least 3 years of Financial Services experience 

  • At least 5 years of project management experience or at least 5 years of consulting experience

 

Preferred Qualifications:

  • Master’s Degree in Business Administration

  • At least 5 years of underwriting or portfolio management experience

  • Experience with Data analysis and workflow management


 

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

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