This role is responsible for managing credit portfolios to meet long-term financial objectives and risk tolerance for commercial banking clients
Job Summary
This role is responsible for managing credit portfolios to meet long-term financial objectives and risk tolerance for commercial banking clients.
The incumbent must perform complex credit investigations on companies and industries while utilizing AI tools for routine tasks like summarizing information.
Candidates are expected to validate information on various Systems of Records and provide training and mentorship to junior team members.
Matching Summary
This role is responsible for managing credit portfolios to meet long-term financial objectives and risk tolerance for commercial banking clients.
Skills & Requirements
Must-have
4+ years financial analysis experience
Credit agreement interpretation skills
Systems of Record validation expertise
MS Excel and macro proficiency
AI literacy and tool application
Nice-to-have
MBA degree preferred
Experience with Risk Regulatory Data Remediation
Strong organizational and multi-tasking skills
Ability to mentor junior team members
Flexibility to work different shifts
Key Requirements
4+ years financial analysis experience
Bachelor's Degree or equivalent
Knowledge of Credit Agreements and Approval Documents
Understanding of Accounting and Finance principles