The role involves actively monitoring financial and collateral trends while managing a portfolio of asset-based structured loans across various industries
Job Summary
The role involves actively monitoring financial and collateral trends while managing a portfolio of asset-based structured loans across various industries.
Candidates must accurately spread complex financial information including personal tax returns, brokerage statements, and business financials for high-net-worth clients.
The position requires applying regulatory definitions and risk rating scorecards to support underwriting new credit requests and renewals.
Matching Summary
The role involves actively monitoring financial and collateral trends while managing a portfolio of asset-based structured loans across various industries.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
3-5 years credit analysis experience
Commercial loan document interpretation
Financial statement spreading expertise
Risk rating scorecard application
Excel and Loan IQ proficiency
Nice-to-have
Strong client relationship building
Process improvement capabilities
GMS/Tableau reporting exposure
Independent project coordination
High-net-worth client focus
Key Requirements
3-5 years in credit analysis or related role
2+ years with commercial credit policies
Bachelor's degree in Accounting or Finance (Desired)
Working proficiency with GUS, Loan IQ, EDR systems