Credit Monitoring Analyst
About the position
Responsibilities
• Provide accurate and consistent loan portfolio management and monitoring of the commercial loan portfolio.
• Complete financial spreads in an accurate and timely manner.
• Analyze Borrowing Base Certificates, accounts receivable aging, inventory listings, liquidity, and collateral positions.
• Review financial reporting to ensure accuracy and maintain internal tracking for all commercial clients.
• Provide additional support to the Credit Administration as it relates to special projects as assigned.
• Comply with all credit administration policies and procedures.
• Prepare ad hoc reports as requested.
• Complete Vendor Reviews for the bank as a whole.
• Complete Moody's Credit Modules, as assigned.
• Maintain the highest level of confidentiality of all information.
• Create and maintain favorable relationships throughout the Bank, as well as with all existing clients, new clients, outside regulatory agencies and other related key resources.
• Interact with internal and external clients while providing extraordinary service.
• Develop and maintain trusted, positive relationships with employees, clients and vendors.
• Represent the Bank and Credit Administration team in a highly professional manner.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Requirements
• Knowledge of financial statements.
• PC experience in a Windows environment, Word, and advanced spreadsheet experience on Excel is required.
• Effective verbal, written & interpersonal communication skills.
• Basic understanding of credit analysis and financial statements.
• Ability to read and comprehend credit write-ups & loan documentation.
• Experience in Salesforce, FIS, and Optimist preferred but not required.
• A four-year degree, preferably in Finance, Accounting or Business or equivalent work experience.
Nice-to-haves
• Experience in Salesforce, FIS, and Optimist preferred but not required.
Benefits
• Health savings account
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Parental leave
• Employee assistance program
• Vision insurance
• 401(k) matching
• Professional development assistance
• Volunteer time off
• Life insurance
• Referral program
• Retirement plan
Apply Now
Apply Now
Responsibilities
• Provide accurate and consistent loan portfolio management and monitoring of the commercial loan portfolio.
• Complete financial spreads in an accurate and timely manner.
• Analyze Borrowing Base Certificates, accounts receivable aging, inventory listings, liquidity, and collateral positions.
• Review financial reporting to ensure accuracy and maintain internal tracking for all commercial clients.
• Provide additional support to the Credit Administration as it relates to special projects as assigned.
• Comply with all credit administration policies and procedures.
• Prepare ad hoc reports as requested.
• Complete Vendor Reviews for the bank as a whole.
• Complete Moody's Credit Modules, as assigned.
• Maintain the highest level of confidentiality of all information.
• Create and maintain favorable relationships throughout the Bank, as well as with all existing clients, new clients, outside regulatory agencies and other related key resources.
• Interact with internal and external clients while providing extraordinary service.
• Develop and maintain trusted, positive relationships with employees, clients and vendors.
• Represent the Bank and Credit Administration team in a highly professional manner.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Requirements
• Knowledge of financial statements.
• PC experience in a Windows environment, Word, and advanced spreadsheet experience on Excel is required.
• Effective verbal, written & interpersonal communication skills.
• Basic understanding of credit analysis and financial statements.
• Ability to read and comprehend credit write-ups & loan documentation.
• Experience in Salesforce, FIS, and Optimist preferred but not required.
• A four-year degree, preferably in Finance, Accounting or Business or equivalent work experience.
Nice-to-haves
• Experience in Salesforce, FIS, and Optimist preferred but not required.
Benefits
• Health savings account
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Parental leave
• Employee assistance program
• Vision insurance
• 401(k) matching
• Professional development assistance
• Volunteer time off
• Life insurance
• Referral program
• Retirement plan
Apply Now
Apply Now