The #1 Site for Finance Jobs - search all Finance jobs.
I2w0r45yq2d1764hhzk

Credit Analyst

Description

Job Description

Credit Analyst / Portfolio Manager

About the Company

Our client is a leading financial services organization looking to hire a Credit Analyst / Portfolio Manager. This position will play a key role in recommending new credit and extensions of credit through research and analysis of financial data to determine credit worthiness of applicants and the degree of risk involved.

The organization offers:

• Family-oriented and fun culture; close knit group
• Great Office/Working Environment; Casual
• Organization is experiencing strong growth and so there is room for internal advancement
• Great Benefits package overall (Quartz Health Insurance, 401K Match, Pension Plan, and 3 Weeks PTO to start)

Specific duties in this Credit Analyst/Portfolio Manager role include:

• Verify, spread and analyze commercial/ag member financials using analytics software for preparation of loan packages and credit presentations.
• Oversee documentation, monitor and review member files and loan performance.
• Complete risk ratings and file review of commercial and ag credits when necessary.
• Have a strong understanding of state and federal Member Business Lending rules and regulations.
• Assist in ensuring compliance of the organizations Member Business Lending Policy.
• Monitor member files for accuracy. Assist officers in obtaining current financial documents pertinent to proper loan documentation.
• Order and review commercial and ag appraisals for completeness and accuracy.
• Assist officers in gathering necessary information for auditors and examiners and work with the audit team as requested. Job Requirements

We are looking for a Credit Analyst/Portfolio Manager who wants to be a part of a thriving organization and to learn and grow long-term. You should be highly organized and detail-oriented and possess the ability to effectively work both independently or in a team setting. It is also important that you display excellent verbal and written communication and interpersonal skills, as well as the ability work well under pressure in a fast-paced environment.

Specific requirements for the Credit Analyst / Portfolio Manager position include:

• Bachelors degree; Accounting, Business; or related field
• 2+ Years of financial analysis or financial services/credit experience
• Ability to establish and maintain effective working relationships by using appropriate communication skills.

Keywords: Accounting, Finance, Credit, Analyst, Credit Analyst, Credit Worthiness, Analysis

Requirements

 

Job Snapshot

Location US-WI-Madison
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Apply

Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-WI-Madison
Snapshot
Creative Financial Staffing
Company:
US-WI-Madison
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Job Description

Credit Analyst / Portfolio Manager

About the Company

Our client is a leading financial services organization looking to hire a Credit Analyst / Portfolio Manager. This position will play a key role in recommending new credit and extensions of credit through research and analysis of financial data to determine credit worthiness of applicants and the degree of risk involved.

The organization offers:

• Family-oriented and fun culture; close knit group
• Great Office/Working Environment; Casual
• Organization is experiencing strong growth and so there is room for internal advancement
• Great Benefits package overall (Quartz Health Insurance, 401K Match, Pension Plan, and 3 Weeks PTO to start)

Specific duties in this Credit Analyst/Portfolio Manager role include:

• Verify, spread and analyze commercial/ag member financials using analytics software for preparation of loan packages and credit presentations.
• Oversee documentation, monitor and review member files and loan performance.
• Complete risk ratings and file review of commercial and ag credits when necessary.
• Have a strong understanding of state and federal Member Business Lending rules and regulations.
• Assist in ensuring compliance of the organizations Member Business Lending Policy.
• Monitor member files for accuracy. Assist officers in obtaining current financial documents pertinent to proper loan documentation.
• Order and review commercial and ag appraisals for completeness and accuracy.
• Assist officers in gathering necessary information for auditors and examiners and work with the audit team as requested. Job Requirements

We are looking for a Credit Analyst/Portfolio Manager who wants to be a part of a thriving organization and to learn and grow long-term. You should be highly organized and detail-oriented and possess the ability to effectively work both independently or in a team setting. It is also important that you display excellent verbal and written communication and interpersonal skills, as well as the ability work well under pressure in a fast-paced environment.

Specific requirements for the Credit Analyst / Portfolio Manager position include:

• Bachelors degree; Accounting, Business; or related field
• 2+ Years of financial analysis or financial services/credit experience
• Ability to establish and maintain effective working relationships by using appropriate communication skills.

Keywords: Accounting, Finance, Credit, Analyst, Credit Analyst, Credit Worthiness, Analysis

Requirements

 
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Credit Analyst Apply now