You are a strategic thinker passionate about driving solutions. You have found the right team.

As  an Analyst within our Credit Risk Team , you will spend each day defining, refining and delivering set goals for our firm.

Job Responsibilities

Prepare the analysis of a client prior to underwriting, including pulling client credit, generating a collateral analysis, and preparing for grading and pricing the loan. Review lines of credit on an annual basis and build recommendations for renewal or modification as required. Analyze client data across multiple systems and conduct a preliminary review for credit criteria. Review and prepare loan documentation with high accuracy. Ensure documentation consistency with federal and local regulations. Strive to develop an understanding of the underwriting process over time to grow into a lender role with the authority to review and approve lines of credit.

Required qualifications, capabilities and skills

Strong interpersonal skill, especially with business partners. Excellent communication skills with various levels within the organization.  Ability to review processes and recommend process improvements. Strong understanding of controls and their importance to an error free environment.   Intermediate Microsoft Office skills; particularly Excel, Word and SharePoint. Adobe Acrobat / PDF editor skill set preferred. Ideal candidate will possess a working knowledge of the financial markets and their asset vehicles including but not limited to Mutual Funds, Equities, Fixed Income and Municipals. Ideal candidate will have experience with Underwriting, Credit Risk and/or Collateral Valuation. Bachelor degree required.  A concentration in Finance, Economics or a related field .