Commercial Analyst
Core
Support sales and credit functions for a bank by managing the lending process, creating pitch materials, and performing due diligence for relationships under $10M.
Role type
Commercial Analyst (Credit & Sales Support)
Builds
Loan documentation, credit approval memos, pitch materials, and portfolio data integrity.
Domain
Banking / Commercial Lending
Required skills
Credit structuring, Financial analysis, Loan underwriting, Due diligence, Pitch material creation, Data integrity management, Workflow management, Risk assessment
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; Review loan requests under $10M to determine required documents; Lead due diligence meetings; Complete data entry in nCino; Prepare preflight memos and ROE analysis; Review final credit approval memos and loan documentation; Manage waiver and extension requests; Perform annual portfolio data integrity reviews; Identify deteriorating credits; Assist in training new analysts.
Seniority
Mid-level, hands-on IC