CareerPlan

Credit Products Specialist I - Equipment Finance

Work From Home United StatesFull-time$82k–$131k2026-08-06 → 2026-11-12

Core

Supports underwriting, structuring, and management of commercial credit relationships across Corporate Banking, Private Banking, and Specialized Industries.

Role type

Junior-to-mid level credit underwriter and portfolio manager

Builds

Commercial loan transactions and credit portfolios

Domain

Banking / Commercial Lending

Required skills

Financial statement analysis, credit risk assessment, loan structuring, financial modeling, covenant monitoring, regulatory compliance

Preferred skills

Excel proficiency (pivot tables, VLOOKUP), credit analysis software familiarity, mentorship of analysts

Technologies

Excel, credit analysis software

Responsibilities

Analyze financial statements to assess borrower creditworthiness; structure new loan transactions; monitor portfolio trends and covenant compliance; resolve credit-related problems; mentor junior analysts

Seniority

Mid-level, hands-on IC