Commercial Analyst
Core
Support sales and credit functions for the bank by managing the lending process for relationships under $10M, creating pitch materials, and ensuring data integrity.
Role type
Commercial Analyst (Middle Market Credit)
Builds
Loan requests, credit approval memos, pitch materials, and portfolio data within Salesforce and nCino.
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Credit structuring, financial analysis, loan documentation review, due diligence, portfolio management, data entry, risk assessment
Preferred skills
Middle market underwriting, formal credit training
Technologies
Salesforce, nCino, Microsoft Excel, PowerPoint, Word
Responsibilities
Create pitch materials for prospects; review loan requests under $10M and collect financial documents; lead due diligence meetings; prepare preflight memos and credit approval memos; manage data entry in nCino; review loan documentation for term consistency; monitor portfolio data integrity; identify deteriorating credits; assist in training new analysts.
Seniority
Mid-level, hands-on IC