Financial Analyst responsible for providing day-to-day support to a designated team, ensuring customers are effectively serviced and operational situations are resolved promptly and efficiently.
Requirements
- Assist in the underwriting of loans
- Ensure all information is received to prepare Annual Reviews and complete Action Plans
- Complete the annual/quarterly financial review of loans according to banks policies and procedures
- Test compliance with Financial Tracking Requirements
- Test compliance with Covenant Requirements
- Evaluate Borrower's historical financials
- Perform pro-forma cash flow projections
- Analysis of Historical Tax Returns or Income & Expense Statements
- Review of Commercial Leases
- Perform Tax searches online
- Perform a Global DSC Analysis
- Review of the Principal's/Guarantor's Financials
- Provide timely responses to questions or request for information by the Commercial Loan Review Team
- Periodically review existing documentation in files for accuracy and consistency
- Determination of adequate risk rating for each loan annually
- Ensure databases are accurate and up to date for customer information
Benefits
- Generous Paid Time Off
- 401k Matching
- Tuition Reimbursement
