Credit Analyst
Robert Half Finance & Accounting
Description
The Portfolio Manager (PM) will collaborate with the SVP and the Commercial Lending team to manage a portfolio of commercial loans, primarily focusing on amounts up to $500K, with the capacity to assist with loans up to $1M. This role serves as the primary point of contact for small business lending, requiring regular client meetings and the collection of essential financial documentation for underwriting and review. The PM will also monitor loan performance, track financial statements, ensure compliance with covenants, and facilitate timely loan maturities and renewals, while providing support to other departments as needed. This position offers a clear pathway to becoming a Commercial Lender, emphasizing professional growth in commercial lending.
Requirements
+ Bachelor's degree (B.S. in business, finance, or a related field) strongly preferred.
+ Experience with small business lending will be preferred.
+ Some formal commercial credit training strongly preferred.
+ Familiarity with loan terminology and legal requirements.
+ Demonstrates experience and judgment with credit decisions and analysis.
+ Demonstrated ability to define problems, collect data, establish facts, and draw valid conclusions.
+ Strong analytical, problem-solving, and decision-making skills required.
+ Ability to work independently with limited supervision.
+ Proven ability to review financial statements and tax returns submitted by applicants and assess their ability to repay.
+ Experience interpreting and evaluating consumer credit bureau reports, and public records.
+ Excellent written and verbal communication skills required.
+ Must be a team player, flexible, and willing to support other business line partners to provide excellent customer service.
+ Must be results-oriented and able to prioritize multiple tasks.
+ Must be a person of high integrity who is dependable and professional at all times.
+ Strong desire to progress into a commercial lending role.
+ Bilingual/Spanish speaking strongly preferred.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirm your E-mail: Send Email
All Jobs from Robert Half Finance & Accounting