Remote Commercial Credit Analyst

KeyBank

Sacramento (CA)

Remote

USD 71,000 - 125,000

Full time

5 days ago
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Job summary

KeyBank is seeking a Commercial Analyst in California to support sales and credit functioning with relationship managers on deals under $10 million. You will help create pitch materials, manage due diligence, and ensure data integrity across Salesforce, nCino, and related systems.

The role emphasizes accurate loan documentation, timely underwriting, and proactive risk assessment, with opportunities to advance within commercial middle market credit teams.

Qualifications

  • Bachelor's degree in business, finance, or a related field.
  • Minimum 2 years of commercial banking, credit structuring, and financial analysis.
  • Experience managing workflow and complex deals.
  • Ability to meet competing priorities and deadlines.

Responsibilities

  • Collaborate with relationship managers to respond to client needs for sub-$10M credits.
  • Create pitch materials for prospects and clients.
  • Lead due diligence meetings to understand clients' business and industry.
  • Review loan requests under $10M and collect documents in Salesforce.
  • Prepare ROE analyses and preflight memos for deal teams.
  • Enter data in nCino and submit underwriting requests.
  • Review credit memos and ensure terms align with approvals.
  • Assist in training new Commercial Analysts.

Skills

Relationship management
Credit analysis
Deal coordination
Process improvement

Education

Bachelor's Degree in Business, Finance or related field

Tools

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Salesforce
nCino
SharePoint

Job description

KeyBank is seeking a Commercial Analyst in California to support sales and credit functioning with relationship managers on deals under $10 million. You will help create pitch materials, manage due diligence, and ensure data integrity across Salesforce, nCino, and related systems.

The role emphasizes accurate loan documentation, timely underwriting, and proactive risk assessment, with opportunities to advance within commercial middle market credit teams.

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