Commercial Banking Analyst: Credit & Deal Support

KeyBank; Renton (WA); Vor Ort; USD 71.000 - 125.000; Vollzeit

Zusammenfassung

KeyBank in Seattle is seeking a Commercial Analyst to support sales and credit functions within relationship teams. You will work with relationship managers to prepare pitch materials and manage lending processes for credits under $10 million.

Responsibilities include due diligence, data integrity in Salesforce and nCino, preparing ROE analyses, and ensuring loan documentation aligns with credit approvals. 2+ years in commercial banking preferred; Bachelor's in Business or Finance required.

Qualifikationen

• Bachelor's Degree in Business, Finance or a related field is required.
• 2 years of commercial banking experience (e.g., credit structuring & analysis, sales functions, risk assessment, knowledge of commercial banking products, services & technology) is required.
• 2 years working in Credit Structuring & Financial Analysis (required).
• Ability to manage workflow and complex commercial banking deals (required).
• Ability to manage stress and competing priorities (required).

Aufgaben

• Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements for credit commitments under $10 million.
• Create pitch materials for all prospects and/or clients, regardless of credit commitment amount.
• Lead and/or participate in due diligence meetings for understanding clients' business and industry.
• Review loan requests under $10 million to determine required documents and financial statements for loan approval; collect and upload items to Salesforce/nCino as appropriate.
• Prepare preflight memo for discussion with deal team, ensuring accuracy of loan details.
• Complete data entry in nCino for new loan requests/renewals/modifications and submit underwriting requests.
• Review final credit approval memos for accuracy and engage in loan documentation preparation and alignment with approvals.
• Assist in training and developing new Commercial Analysts.
• Complies with all KeyBank policies and procedures and acts with integrity.

Kenntnisse

Credit analysis

Financial analysis

Deal teamwork

Attention to detail

Communication

Ausbildung

Bachelor's Degree in Business/Finance or related field

Tools

Salesforce

nCino

SharePoint

Hogan

LIQ

Jobbeschreibung

KeyBank in Seattle is seeking a Commercial Analyst to support sales and credit functions within relationship teams. You will work with relationship managers to prepare pitch materials and manage lending processes for credits under $10 million.

Responsibilities include due diligence, data integrity in Salesforce and nCino, preparing ROE analyses, and ensuring loan documentation aligns with credit approvals. 2+ years in commercial banking preferred; Bachelor's in Business or Finance required.