Credit Analyst I
Core
Structuring credit and assessing credit worthiness/risk for Ultra High Net Worth and High Net Worth individuals, families, and business leaders to support Private Banking clients.
Role type
Credit Analyst I (Financial Services)
Builds
Custom loan structures and credit facilities for private banking clients
Domain
Banking / Wealth Management / Credit Risk
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Credit structuring, credit risk assessment, financial analysis, regulatory compliance, customer service, stakeholder engagement, market analysis, policy interpretation, cross-selling, relationship management
Preferred skills
Complex credit experience
Technologies
Sales platform, internal credit systems
Responsibilities
Support Private Bankers in booking new business by structuring and submitting credit requests; Assess credit risk in compliance with internal and external requirements; Continually deliver exceptional customer service; Utilize sales platform to build understanding of customer needs; Build knowledge of market, customers, and economic factors; Identify and respond to changes in the business environment; Assist in cross-selling products to maximize revenue; Recommend and refer appropriate Wealth and Business Partners; Manage relationships across business lines to ensure alignment with enterprise requirements; Act as a subject matter expert for the team.
Seniority
Junior to Mid-level, hands-on IC