Commercial Analyst
Core
Support sales and credit functions by managing the lending process for relationships under $10M, creating pitch materials, and ensuring data integrity across loan documentation and portfolio reviews.
Role type
Commercial Analyst (Middle Market Credit)
Builds
Loan requests, credit approval memos, pitch materials, and portfolio data for commercial banking clients.
Domain
Commercial Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Credit structuring, financial analysis, loan underwriting, due diligence, risk assessment, data integrity management, workflow management
Preferred skills
Commercial middle market credit structuring, commercial middle market underwriting, formal credit training
Technologies
Salesforce, nCino, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Hogan, LIQ
Responsibilities
Create pitch materials for prospects; lead due diligence meetings for client business and management teams; review loan requests under $10M to determine required documents; complete data entry in nCino for new loan requests/renewals; prepare preflight memos and ROE analyses; review final credit approval memos and loan documentation for accuracy; manage waiver, amendment, and extension requests; perform annual portfolio data integrity reviews; identify deteriorating credits and communicate concerns to risk partners; assist in training new Commercial Analysts.
Seniority
Mid-level, hands-on IC