Associate/Senior Associate, Underwriting, Healthcare Finance

Forbright Bank

Analyze loan origination and participation opportunities for healthcare finance at Forbright Bank. Involves financial modeling, due diligence, and collaboration with various stakeholders.

Posted 6/29/2026full-timeChevy Chase • Maryland • 🇺🇸 United StatesSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis capabilities, including financial statement analysis and modeling financial projections. Proficient in loan underwriting and due diligence processes within the healthcare sector, with effective communication and organizational skills.

Highest-signal resume keywords

Financial Statement AnalysisLoan UnderwritingHealthcare ExperienceCPA or CFA CertificationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ProjectionsSensitivity AnalysisFinancial Due DiligenceLoan Investment ScreeningLoan Investment ApprovalPortfolio ManagementPerformance Monitoring

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsProblem-Solving SkillsTime Management SkillsAdaptability

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

CPACFA

Industry Keywords

Healthcare FinanceLoan OriginationM&A Transaction ServicesHUD Underwriting

About the role

Key responsibilities & impact

Analyze potential direct loan origination opportunities and loan participation opportunities to providers of healthcare services and owners of healthcare real estate
Model financial projections and run sensitivity analyses to assess a firm’s potential to repay its loan under various economic scenarios
Perform financial due diligence on target companies
Prepare and present loan investment screening memos to Healthcare Finance leadership
Actively engage with various transaction parties (e.g., borrower, broker, etc.) during such diligence
Prepare loan investment approval write-ups to present to the Bank’s credit committee
Coordinate loan closings with the Portfolio Management and Operations team
Work with portfolio management team to monitor and track the financial performance of companies in the loan portfolio and prepare performance update memorandums
Assist in ad hoc/special projects and other duties on an as needed basis
Perform other duties as assigned

Requirements

What you’ll need

High School diploma required; Bachelor's Degree preferred
Minimum 4 years of experience in audit, credit analysis, investment banking, M&A transaction services, financial rotational programs, loan underwriting or HUD underwriting role required
CPA or CFA is a plus
Healthcare experience is a plus
Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)
Excellent verbal, written, and interpersonal communication skills
Strong organizational skills and attention to detail
Outstanding problem-solving and time management skills
Self-motivated, self-directed, and results-oriented
Adaptable and able to multitask in a fast-paced environment
Can work independently and within a team; solution-oriented with a collaborative approach
Strong financial statement analysis skills with a firm grasp of accounting and finance matters

Benefits

Comp & perks

Comprehensive health, dental, and vision plans
4 weeks PTO
401k + company match
Metro SmartTrip benefits ($50/mo)
Remote or hybrid (4 days per week in-office) work schedules for most positions
Incentives for purchasing solar panels, electric vehicles, biking to work, etc.
Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!
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