About this role

Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements
Create pitch materials for all prospects and/or clients
Lead and/or participate in due diligence meetings for in-depth understanding of clients’ business
Review loan requests under $10 million in credit commitments
Complete related lending tasks such as requesting and reviewing financial statement spreads
Prepare preflight memo for discussion with deal team
Complete data entry in nCino for new loan requests/renewals/modifications
Review final credit approval memos for accuracy
Ensure all waiver, amendment, and extension requests are properly approved

Bachelor's Degree in Business, Finance or a related field (required)
2 years of commercial banking experience (e.g., credit structuring & analysis, sales functions)
2 years working in Credit Structuring & Financial Analysis (required)
Ability to manage workflow and complex commercial banking deals (required)
2 years working in Commercial Middle Market Credit Structuring & Financial Analysis (preferred)

Commercial Analyst

Key skills