Financial Forecasting and Modeling jobs

Credit Underwriter II / Sr. Credit Underwriter

Bank of America · Posted Nov 9, 2026

Open

New York, New York, United States +3 more
On-site
Full-time · Mid
$87K–$200K per year

Credit Underwriter II / Sr. Credit Underwriter

Bank of America · Posted Nov 9, 2026

Open

New York, New York, United States +3 more
On-site
Full-time · Mid
$87K–$200K per year

Credit Underwriter I, II or Senior - Sports and Finance Advisory

Bank of America · Posted Oct 8, 2026

Open

Charlotte, North Carolina, United States
On-site
3–10 years

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Credit Underwriter supporting the Sports Finance & Advisory team at Bank of America, managing credit underwriting and monitoring for clients in the sports ecosystem.

Responsibilities

Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate complexity
Independently works with Relationship Management, and Risk teammates to understand structuring needs and requirements
Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure
Has credit approval for certain credit actions

Requirements

BA/BS degree required

Skills

Attention to Detail Credit and Risk Assessment Financial Analysis Underwriting Written Communications Analytical Thinking

Credit UW I-II - Leasing/Global Vendor Finance

Bank of America · Posted Nov 9, 2026

Open

Chicago, Illinois, United States
On-site
$73K–$149K per year
3+ years

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Responsible for the delivery of integrated credit solutions to clients, underwriting and negotiating new transactions, and providing product expertise to deliver effective client solutions.

Compensation

$73,000.00 - $149,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Evaluate new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors
Partner with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Underwrite new transactions, analyze credit risk, negotiate and close transactions, while adhering to internal policy, procedures and regulatory requirements
Structure the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)

Requirements

Bachelor’s degree in Finance/Accounting or equivalent experience

Skills

Analytical Thinking Financial Analysis Financial Forecasting and Modeling

Credit UW I-II - Leasing/Global Vendor Finance

Bank of America · Posted Nov 9, 2026

Open

Chicago, Illinois, United States
On-site
$73K–$149K per year
3+ years

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Responsible for the delivery of integrated credit solutions to clients, underwriting and negotiating new transactions, and providing product expertise to deliver effective client solutions.

Compensation

$73,000.00 - $149,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Evaluate new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors
Partner with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Underwrite new transactions, analyze credit risk, negotiate and close transactions, while adhering to internal policy, procedures and regulatory requirements
Structure the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)

Requirements

Bachelor’s degree in Finance/Accounting or equivalent experience is preferred

Skills

Analytical Thinking Financial Analysis Financial Forecasting and Modeling

Credit Officer I-Global Infrastructure Credit

Bank of America · Posted Nov 6, 2026

Open

New York, New York, United States
On-site
Full-time · Mid
$130K–$201K per year
4+ years

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Responsible for ongoing credit administration, monitoring, review, and analysis for a designated portfolio of tax equity and debt project financings within the Global Infrastructure & Sustainable Finance Group.

Compensation

$130,000.00 - $201,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Performs periodic project performance and financial reviews of transactions.
Prepares and writes periodic status reviews and update risk rating scorecards.
Monitors the credit profile of key transaction counterparties.
Ensures compliance with the terms and reporting requirements of transaction agreements.
Evaluates and processes project related consent requests.

Requirements

Bachelor's Degree in Finance, Accounting or related major.

Skills

Analytical Thinking Credit and Risk Assessment Financial Analysis Research Analysis Underwriting Attention to Detail

Credit Analyst II/Credit Underwriter I-Commercial Real Estate Credit

Bank of America · Posted Nov 4, 2026

Open

San Francisco, California, United States
On-site
Full-time · Associate
$70K–$125K per year
0+ years

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This job is responsible for supporting credit underwriting and monitoring for moderately complex client relationships.

Compensation

$70,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Analyzes client financial information, identification/mitigation of potential risks, compliance with regulatory requirements and evaluation of collateral in determination of credit worthiness
Completes monitoring activities via analysis of clients’ financial performance and collateral evaluation to ensure appropriate requirements are met
Listens in to client meetings to develop a deeper understanding of the client's business, management team, and past and future performance
Reviews completed client requests to ensure compliance with policy and procedures
Understands how credit data is used internally and provided to regulatory partners

Requirements

Bachelor’s degree in finance, accounting, economics or similar
Nice to have: Certificate from accredited real estate educational program
Nice to have: Bank experience
Nice to have: CRE underwriting experience
Nice to have: Commercial Credit Training

Skills

Analytical Thinking

Credit Analyst II/Credit Underwriter I-Commercial Real Estate Credit

Bank of America · Posted Nov 4, 2026

Open

San Francisco, California, United States
Full-time
$70K–$125K per year
0+ years

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Supports credit underwriting and monitoring for moderately complex client relationships in commercial real estate.

Compensation

$70,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Analyzes client financial information, identification/mitigation of potential risks, compliance with regulatory requirements and evaluation of collateral in determination of credit worthiness
Completes monitoring activities via analysis of clients’ financial performance and collateral evaluation to ensure appropriate requirements are met
Listens in to client meetings to develop a deeper understanding of the client's business, management team, and past and future performance
Reviews completed client requests to ensure compliance with policy and procedures
Understands how credit data is used internally and provided to regulatory partners

Requirements

Bachelor’s degree in finance, accounting, economics or similar
Nice to have: Certificate from accredited real estate educational program
Nice to have: Bank experience
Nice to have: CRE underwriting experience
Nice to have: Commercial Credit Training

Skills

Analytical Thinking

Senior Credit Underwriter/Underwriter II-LIHTC

Bank of America · Posted Nov 3, 2026

Open

San Francisco, California, United States +1 more
On-site
Full-time · Senior
$125K–$175K per year
5+ years

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Responsible for supporting credit underwriting and monitoring for new and existing clients in partnership with a credit team.

Locations (2)

San Francisco, California, United States
Los Angeles, California, United States

Compensation

$125,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate complexity
Works independently with Relationship Management, and Risk teammates to understand structuring needs and requirements
Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure
Has credit approval for certain credit actions

Financial Forecasting and Modeling jobs

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