Credit Analyst: Lender Trainee & Financial Analysis

Make Choteau Home; Kalispell (MT); On-site; USD 55,000 - 85,000; Full time

Job summary

Stockman Bank in Montana seeks a Credit Analyst to spread and analyze customer financial statements, and prepare forecasts with bankers to assess borrower capacity. The role supports lenders in soliciting and developing profitable relationships to grow market share in the region.

The position requires a 4-year degree in business or related field, excellent customer service, and strong communication with ability to work independently and manage multiple tasks.

Qualifications

• 4-year college course in Business Administration or related field or equivalent experience.
• Excellent customer service skills.
• Strong communication and organizational skills.
• Ability to work independently and prioritize multiple tasks.

Responsibilities

• Assist Lenders by spreading financial statements and analyzing them.
• Prepare financial forecasts with bankers to assess borrower capacity.
• Support bankers in soliciting, developing and maintaining profitable relationships.
• Act as a lender trainee as needed.
• Analyze existing and new customer credit requests with Lenders and Loan Processor coordination.
• Coordinate timely spreading of financial statements with Credit Analysis.
• Review file documentation for completeness and accuracy per policy.
• Monitor annual credit reviews and collateral review as applicable.

Skills

Customer service

Communication

Organization

Independent work

Prioritization

Credit analysis

Financial statement analysis

GAAP knowledge

UCC knowledge

Lending software

Loan processing experience

Attention to detail

Professionalism

Team player

Written communication

Verbal communication

Education

Bachelor's degree in Business Administration

Job description

Stockman Bank in Montana seeks a Credit Analyst to spread and analyze customer financial statements, and prepare forecasts with bankers to assess borrower capacity. The role supports lenders in soliciting and developing profitable relationships to grow market share in the region.

The position requires a 4-year degree in business or related field, excellent customer service, and strong communication with ability to work independently and manage multiple tasks.