Credit Analysis Associate — Loans & Data Specialist

Farmers & Merchants Bank of Central California; Lodi (CA); On-site; USD 32,000 - 36,000; Full time

Job summary

Farmers & Merchants Bank of Central California in Lodi is seeking a CAT Specialist to support the Credit Analysis Team with loan processing, data entry, and financial statement spreading.

The role involves tracking requests, packaging presentations for credit administration, and assisting with 3rd party reports. Strong attention to detail and a proactive approach are essential, with relevant banking experience preferred.

Qualifications

• Successful completion of a credit history review is required.
• Minimum of an Associate’s degree in Business, Accounting, Finance, or related field; Bachelor’s degree preferred.
• Minimum of 6 months related experience in a financial function/role; banking environment preferred.
• Experience with Moody’s Risk Analyst or spreading software is advantageous.

Responsibilities

• Track branch loan requests and communicate maturing loans to account officers.
• Package loan presentations for submission to Credit Administration.
• Spread financial statements and compile 3rd party reports for loan setups.
• Log and track incoming work, provide data entry, and support credit analysis workflow.

Skills

Communication skills

Attention to detail

Problem solving

Self-starter

Education

Associate's degree in Business

Bachelor's degree preferred

Tools

Moody’s Risk Analyst

Buker’s Tax Analysis spreading

Banking software

Job description

Farmers & Merchants Bank of Central California in Lodi is seeking a CAT Specialist to support the Credit Analysis Team with loan processing, data entry, and financial statement spreading.

The role involves tracking requests, packaging presentations for credit administration, and assisting with 3rd party reports. Strong attention to detail and a proactive approach are essential, with relevant banking experience preferred.