Commercial Credit Analyst & Market Data Expert

Tristate Capital Holdings, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

TriState Capital Bank seeks a Credit Analyst to support commercial lenders and underwriters by analyzing and entering cash flow statements, rent rolls, collateral and guarantor financials into our commercial database. You will assist in gathering borrower financials and tracking compliance for audits and exams.

You will collaborate with Portfolio Analysts to resolve data discrepancies and ensure accurate market analysis and portfolio reporting, supporting quarterly reviews and covenant

Qualifications

• Bachelor’s Degree in finance, accounting or related field, or equivalent combination of education and experience.
• 2-5 years of relevant direct commercial, cash management or private banking experience.
• General familiarity with CRE and/or C&I underwriting experience.

Responsibilities

• Provide support to market Portfolio Managers and Underwriters as the initial Point-of-Entry for client financial data including financial statements, rent rolls, personal financial statements, and global cash flow.
• Generate various reports to track receipt and progression of financial reporting, covenant compliance, leasing status and quarterly periodic reviews.
• Gather market research by assembling information from various sources including CoStar, REIS and/or other data resources for quarterly market reporting.
• Reviews and analyzes financial statements and interprets findings for the preparation of quarterly periodic reviews (QPRs) ensuring timely compliance with credit policy and procedure.

Skills

Financial analysis

Excel skills

Verbal communication

Written communication

Problem solving

Data interpretation

Credit analysis

Education

Bachelor’s degree in finance or accounting

Education/experience equivalence

Tools

Microsoft Excel

Microsoft Office Suite

Job description

TriState Capital Bank seeks a Credit Analyst to support commercial lenders and underwriters by analyzing and entering cash flow statements, rent rolls, collateral and guarantor financials into our commercial database. You will assist in gathering borrower financials and tracking compliance for audits and exams.

You will collaborate with Portfolio Analysts to resolve data discrepancies and ensure accurate market analysis and portfolio reporting, supporting quarterly reviews and covenant