Referso Jobs

Senior Credit Officer, Commercial (Solar & Renewable Energy)

Live Oak Bank · Posted Nov 10, 2026

Open

Remote, United States +1 more
Remote
Full-time · Senior
$190K–$262K per year

Senior Credit Officer, Commercial (Solar & Renewable Energy)

Live Oak Bank · Posted Nov 10, 2026

Open

Remote, United States +1 more
Remote
Full-time · Senior
$190K–$262K per year

Senior Relationship Manager

BMO Capital Markets · Posted Nov 10, 2026

Open

Peterborough, Ontario, Canada
Senior
CA$65K–CA$130K per year
4–10 years

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Compensation

$65,000.00 - $130,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Responsibilities

Build and grow client relationships
Manage and expand a portfolio of strategic commercial banking clients
Develop trusted advisor relationships with business owners, executives, and key decision-makers
Deliver exceptional client experiences by understanding client objectives and recommending tailored financial solutions
Identify and capture share-of-wallet opportunities across lending, cash management, treasury, investment, and other banking services

Requirements

Bachelor's degree in Business Administration
Bachelor's degree in Finance
Bachelor's degree in Accounting

Skills

Commercial banking Relationship management Portfolio management

Underwriting & Portfolio Management / Middle Market & C& I Banking

Banco Santander · Posted Nov 9, 2026

Open

United States
Full-time · Associate
$86K–$135K per year
5+ years

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The Associate/VP, Underwriting & Portfolio Management manages a portfolio of complex and/or high dollar banking loan relationships, and routinely monitors them for risks inherent in a business loan portfolio.

Compensation

Base Pay Range: Minimum: $86,250.00 USD Maximum: $135,000.00 USD

Responsibilities

Leads deal diligence process including identifying all key risks
Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party reports
Helps to structure deals
Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls
Manages legal aspect of deal process

Requirements

Bachelor’s Degree in related field or equivalent
Nice to have: Completion of bank-certified course in Credit Training

Skills

Financial analysis structuring underwriting portfolio management financial statements

Associate Director, Capital Markets Origination

Marcus & Millichap · Posted Jul 27, 2026

Open

Minneapolis, Minnesota, United States
$36K–$36K per year
3+ years

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Lead capital markets origination activities, sourcing debt and equity financing for real estate transactions.

Compensation

The anticipated salary range for candidates who will perform work in Minneapolis is $35, 568 per year, plus commission, depending on experience, individual performance, transaction volume, and market conditions.

Responsibilities

Develop and maintain relationships with developers, owners, and third‑party origination sources
Prescreen and qualify transactions prior to underwriting and marketing
Review offering memoranda and structure transactions, preparing underwriting presentations
Work closely with capital sources to secure favorable transactions
Collaborate with investment sales agents to enhance market position and revenue

Skills

Capital markets experience Brokerage Investment banking Principal Relationship management Underwriting Marketing

Associate, Structuring (Debt Capital Markets)

Crux · Posted Nov 5, 2026

Open

Remote, United States
Remote
Full-time · Associate
$150K–$200K per year
2+ years

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Support transaction structuring execution across debt mandates, including modeling, diligence coordination, and documentation, and contribute to capital markets workflows and tech-enabled product development.

Compensation

Compensation: $150,000s - $200,000s, depending on years of exp. & revenue scope, not inclusive of equity value.

Responsibilities

Support transaction structuring execution across debt mandates, including modeling, diligence coordination, and documentation.
Prepare client-facing materials, including financing presentations, credit memos, investor marketing materials, and internal approvals.
Support advisory mandates, including financing alternatives analysis, capital raising strategy, and process management for sponsors and developers.
Conduct capital structure, pricing, and credit analysis across renewable energy asset classes.
Participate in strategic meetings with clients on financing alternatives, market positioning, and structuring considerations.

Requirements

Bachelor's degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus
Nice to have: MBA
Nice to have: MS
Nice to have: tax equity underwriting
Nice to have: FINRA SIE

Skills

financial modeling Excel

International Tax M&A - Senior Manager

PricewaterhouseCoopers Advisory Services · Posted Nov 4, 2026

Open

New York, New York, United States
Senior
$124K–$335K per year
6+ years

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Lead client support work focused on international tax planning, transaction structuring, and compliance for cross-border M&A activity.

Compensation

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

Responsibilities

Advising multinational clients on cross-border tax planning, structuring, and transaction support
Analyzing international tax laws, treaty positions, and regulatory changes to shape deal strategies
Leading M&A tax due diligence, structuring analyses, and post-transaction integration planning
Coordinating tax modeling, forecasting, and scenario analysis to support acquisition and divestiture decisions
Reviewing tax provisions, documentation, disclosures, and compliance deliverables for transaction-related matters

Requirements

Bachelor's degree

Skills

international tax planning M&A cross-border tax tax due diligence structuring

International Tax M&A - Manager

PwC · Posted Nov 4, 2026

Open

New York, New York, United States
Full-time · Manager
$99K–$266K per year
4+ years

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As an International Tax M&A Manager you will advise clients on tax planning, compliance, and strategy for cross-border transactions, helping them navigate complex international tax laws and regulations while structuring global tax positions.

Compensation

The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus.

Responsibilities

Leading M&A tax engagements across the transaction lifecycle, including tax due diligence, structuring, and post-deal integration support
Advising multinational clients on cross-border tax planning, foreign tax credit considerations, and international tax regulations
Analyzing transaction structures and global operating models to identify tax exposures, opportunities, and implementation steps
Managing project planning, budgets, deadlines, and deliverables across multiple client workstreams
Reviewing tax research, modeling, provisions, disclosures, and documentation prepared by team members

Requirements

Bachelor's degree
Nice to have: Certified Public Accountant
Nice to have: Member of the Bar
Nice to have: Tax-specific credentials
Nice to have: Technology-specific credentials

Skills

International tax M&A

Senior Commercial Middle Market Portfolio Manager

Fifth Third Bank · Posted Nov 4, 2026

Open

Costa Mesa, California, United States
Senior
$97K–$208K per year
8+ years

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Senior Portfolio Manager responsible for managing a commercial middle market portfolio through financial analysis, risk assessment, and client interaction.

Compensation

Total Base Pay Range 96,500.00 - 207,500.00 USD Annual

Responsibilities

Maintain an independent, current and forward‑looking view of the creditworthiness of each client and communicate risk perspectives clearly to business and risk partners
Perform ongoing monitoring and periodic deal reviews; approve or recommend renewal, modification or exit decisions as appropriate
Analyze historical financials and projections to ensure accurate risk ratings, early identification of emerging credit issues, and clear articulation of industry and company trends
Manage the underwriting, approval and documentation process for transactions, including new money, renewals, extensions, amendments, waivers, and ancillary products
Review and recommend credit decisions, perform final risk rating analysis, provide interpretation of credit policy to business partners, and escalate non‑standard or higher‑risk requests as appropriate

Requirements

Bachelor’s degree in Finance, Business Administration, or a related field
Nice to have: coaching
Nice to have: guidance
Nice to have: review of junior staff work

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