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 documentation, credit approval memos, and pitch materials for prospects.
Domain
Banking / Commercial Lending
Required skills
Credit structuring, Financial analysis, Risk assessment, Commercial banking products knowledge, Workflow management
Preferred skills
Middle market underwriting, Formal credit training
Technologies
Salesforce, nCino, Microsoft Excel, PowerPoint, Word
Responsibilities
Create pitch materials for prospects, lead due diligence meetings, review loan requests under $10M, prepare preflight memos, complete data entry in nCino, review final credit approval memos, ensure loan documentation consistency, manage portfolio data integrity, identify deteriorating credits, assist in training new analysts.
Seniority
Mid-level, hands-on IC