The Commercial Associate supports sales and credit functions by collaborating with relationship managers to create pitch materials and manage the lending process for credit commitments under $10 million
Job Summary
The Commercial Associate supports sales and credit functions by collaborating with relationship managers to create pitch materials and manage the lending process for credit commitments under $10 million.
Responsibilities include client due diligence, managing the credit approval process for timeliness and quality, and performing portfolio data integrity reviews to ensure system accuracy.
This position is eligible for a base salary between $71,000.00 - $125,000.00 annually, with eligibility for incentive compensation and a range of benefits.
Matching Summary
The Commercial Associate supports sales and credit functions by collaborating with relationship managers to create pitch materials and manage the lending process for credit commitments under $10 million.
Salary
Base: $71,000.00 - $125,000.00 annually; Bonus/Equity: Eligibility for incentive compensation; Benefits: Eligible for a list of benefits
Skills & Requirements
Must-have
Relationship team collaboration
Sales and credit functions support
Lending process management
Client due diligence
Credit approval process
Financial statement analysis
Portfolio data integrity reviews
Nice-to-have
Proactive credit concern identification
Assist in training new analysts
Professional and ethical conduct
Teamwork and collaboration
Key Requirements
Minimum 1 year commercial banking experience
Minimum 1 year Credit Structuring & Financial Analysis
Bachelor's Degree in Business, Finance or related field