Underwriting & Portfolio Manager, Project Manager

Capital One
Bethesda, Maryland
Jul 02, 2022
Jul 31, 2022
Full Time
Bethesda Metro Center (17049), United States of America, Bethesda, Maryland

Underwriting & Portfolio Manager, Project Manager

Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make Capital One a great company - and a great place to work.

The Project Manager for the Healthcare Cash Flow & TMT segments within Specialty Lending will manage various reporting, analytical, project and audit related responsibilities. This professional will support a senior Underwriting & Portfolio Management (UW&PM) leader by assisting the coordination, delivery and timeliness of the responsibilities below.

Candidate will work with: Credit Review, regulatory relation teams, M&A, Policy, Credit Solutions, Credit Analytics, TOH team, SIG, UW&PM TLs & associates, originations, Credit R isk O fficers/CR&A


General 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; participate in improvement projects
  • Assist with team building initiatives and ambassador feedback coordination.
  • Coordinate with team/partners on quarterly portfolio reviews, annual segment reviews, new product launches where necessary.
  • Help prepare content for periodic team meetings.
  • Monitor and track adherence to training requirements.
  • Serve as advisor / contact person for HCTMT on policy revisions to ensure message is being communicated prior to roll out
  • Serve as advisor / contact person for HCTMT on processes to be rolled out to the LOB (work with Credit Solutions to identify any issues before rolling out)
  • Data requests (organize for the LOB as much as possible, serve as mediator); coordinate timely delivery
  • Lead clarifications and change requests (i.e. over hold approval s, exceptions framework questions, etc. )
  • Send reminders/reports to TLs with important messaging/reminders for the LOB with consistent messaging
  • Create content/slides for SLT reports as necessary (seg auth example )

Basic Qualifications:
  • Bachelor's Degree or Military Experience
  • At least 5 years of project management experience or at least 5 years of consulting experience
  • At least 5 years of underwriting or portfolio management experience

Preferred Qualifications:
  • Experience leading cross-functional teams.
  • Experience in preparing financial information, interpreting financial performance and assessing risk exposure.
  • Experience in underwriting and portfolio management processes and routines
  • Experience with bank regulatory matter and audit processes/requirements

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.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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