CRE Credit Analyst: Data-Driven Underwriting Support

331 TriState Capital Bank; Pittsburgh (Allegheny County); On-site; USD 60,000 - 106,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Credit Analyst in Pittsburgh to support commercial lenders by analyzing cash flow statements, rent rolls, collateral, and guarantor financials. You will enter data into a commercial database and generate reports to monitor covenant compliance and portfolio progress.

The role requires a Bachelor’s degree in finance/accounting or related field and 2–5 years of relevant experience, with strong Excel and Office skills.

Qualifications

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

Responsibilities

• Assist market Portfolio Managers and Underwriters as entry point for client financial data.
• Generate reports to track receipt and progression of financial reporting and covenant compliance.
• Review financial statements and prepare quarterly reviews (QPRs).
• Ensure data accuracy for market analysis and portfolio reporting.

Skills

Financial analysis

Credit analysis

Excel

Data interpretation

Education

Bachelor’s in Finance

Bachelor’s in Accounting

Bachelor’s in Business Administration

Tools

CoStar

REIS

Job description

Raymond James is seeking a Credit Analyst in Pittsburgh to support commercial lenders by analyzing cash flow statements, rent rolls, collateral, and guarantor financials. You will enter data into a commercial database and generate reports to monitor covenant compliance and portfolio progress.

The role requires a Bachelor’s degree in finance/accounting or related field and 2–5 years of relevant experience, with strong Excel and Office skills.