Hybrid Commercial Lending & Credit Portfolio Specialist

National Bank; Kelowna; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

A leading financial institution seeks an experienced individual to analyze and underwrite credit applications for commercial clients. This role involves evaluating financial statements and partnering with sales teams to offer tailored financial solutions. The candidate should hold a bachelor's degree and have a minimum of 2 years of experience in commercial lending. The position provides flexibility with a hybrid work environment, competitive benefits, and opportunities for professional growth.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Qualifications

• At least 2 years of relevant experience in commercial lending or credit analysis.
• Proficiency in financial statement analysis and credit risk knowledge.
• Strong organizational skills with ability to manage competing priorities.

Responsibilities

• Analyze and underwrite credit applications for commercial clients.
• Evaluate financial statements to support lending decisions.
• Act as the main point of contact for clients.

Skills

Analytical thinking

Clear communication

Strong interpersonal skills

Attention to detail

Education

Bachelor's degree in business administration or related field

Tools

Moody’s Financial Analyst

Job description

A leading financial institution seeks an experienced individual to analyze and underwrite credit applications for commercial clients. This role involves evaluating financial statements and partnering with sales teams to offer tailored financial solutions. The candidate should hold a bachelor's degree and have a minimum of 2 years of experience in commercial lending. The position provides flexibility with a hybrid work environment, competitive benefits, and opportunities for professional growth.