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This position will be responsible for the development, maintenance and review of credit methodology.


  • Provide oversight for process review of existing procedures, credit policy and related criteria.
  • Author new and edit existing procedures based upon external or internal conditions.
  • Provide training/guidance to analytical staff on existing and/or new criteria.
  • Participate in corporate policy committee meetings.
  • Present on criteria related topics at external conferences.
  • Participate in meetings with industry participants (brokers, accounting firms, trade associations, investment bankers, etc.) on credit methodology and related topics.
  • Establish and implement appropriate internal controls and record keeping practices.


  • 5 plus year’s experience with credit and criteria.
  • BA/BS Degree or equivalent required.
  • Master's Degree in Business, Finance, Economics or related field a plus.
  • CFA, CPA, FRM preferred.
  • Supervisory experience.
  • Management of senior staff level experience in the insurance or broader financial services industry.


  • Excellent technical writing proficiency.
  • Strong knowledge base of the insurance industry/financial markets and fundamental credit analysis.
  • Ability to explain complex tasks and processes in a cogent manner.
  • High level of interpersonal skills.
  • Strong time management and project planning abilities.
  • High attention to detail.
  • Public speaking experience.

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