Underwriting & Project Finance Associate jobs in United States
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Social Capital Resources · 3 days ago

Underwriting & Project Finance Associate

positionNew York, NY
timeContract
remoteOnsite
seniorityEntry, Mid Level
money$85K/yr - $100K/yr
date1+ years exp

Social Capital Resources is a Top-Tier Bank located in Midtown, Manhattan, seeking an Underwriting & Project Finance Associate for a long-term, temporary-to-permanent position. The role involves managing the existing loan portfolio, supporting relationship managers in credit applications, and ensuring compliance and risk management.

EmploymentFinancial ServicesFinTechRecruitingStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
Ensuring compliance, risk management, and internal controls
Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
Function as a deal-closing coordinator and prepare necessary paperwork
Assist relationship managers in credit analysis tasks
Prepare KYC reviews and reports
Assist portfolio manager in portfolio-level monitoring
Assisting with Post Disbursement Management

Qualification

Credit analysisFinancial modelingKYC due diligenceBanking operationsProject Finance experienceAnalytical skillsQuantitative skillsWritten communicationVerbal communication

Required

Bachelor's degree
Strong credit, financial analysis, quantitative, and analytical skills
Experience in credit reasoning, credit writing, and financial modeling
Experience in KYC due diligence and banking operations
Prior banking experience, ideally in a commercial bank
1-5 years experience with Project Finance
Excellent written and verbal communication skills

Company

Social Capital Resources

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Headquartered in New York City, Social Capital Resources is a recruiting firm dedicated to facilitating the needs of both clients and candidates within the Financial Services, Finance/Accounting, FinTech and Technology industries.
dateFounded in 2017
location
New York, New York, USA
people-size11-50 employees
web-link
https://scrsearchnow.com

H1B Sponsorship

Social Capital Resources has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (3)
2022 (2)
2021 (1)
2020 (5)

Funding

Current Stage
Early Stage

Leadership Team

M
Matt Solomon
Founder and Managing Partner
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Company data provided by crunchbase