Hybrid Commercial Analyst: Lending & Deal Support

KeyBank; Cleveland (OH); On-site; USD 71,000 - 125,000; Full time

Job summary

KeyBank in Cleveland seeks a Commercial Analyst to support relationship managers and the credit process for deals under $10 million. You will help prepare pitch materials, manage due diligence, and ensure accuracy of loan documentation and data in systems.

The role emphasizes timely credit approvals, data integrity, and collaboration with risk partners, lenders, and examiners in a fast-paced banking environment.

Qualifications

• Bachelor's degree in Business, Finance or related field required.
• 2 years of commercial banking experience (credit structuring & analysis, sales, risk assessment).
• Proficiency in MS Word, Excel, PowerPoint and banking software.

Responsibilities

• Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements as a member of the deal team for credit commitments less than $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, management teams and industry sector.
• Review loan requests under $10 million to determine required documents and financial statements for loan approval; upload items to Salesforce.

Skills

Analytical Thinking

Risk Management

Oral & Written Communication

Business Acumen

Technical Literacy

Team Collaboration

Customer Focus

Problem Solving

Adaptability

Decision Making

Education

Bachelor's Degree in Business, Finance or related field

Tools

Salesforce

Excel

Word

PowerPoint

nCino

SharePoint

Job description

KeyBank in Cleveland seeks a Commercial Analyst to support relationship managers and the credit process for deals under $10 million. You will help prepare pitch materials, manage due diligence, and ensure accuracy of loan documentation and data in systems.

The role emphasizes timely credit approvals, data integrity, and collaboration with risk partners, lenders, and examiners in a fast-paced banking environment.