Strategic Credit Analysis Manager

Charles Schwab

Westlake (TX)

On-site

USD 90,000 - 150,000

Full time

10 days ago

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Benefits offered by this job

401(k) match

Employee stock purchase plan

Parental leave

Family building benefits

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Westlake, TX is seeking a Manager, Credit Analysis to lead complex credit underwriting for our bank clients. You will apply financial analysis, risk assessment, and mitigation strategies to evaluate lending opportunities and manage portfolio risk in a collaborative, client-first culture.

We value strong communication with stakeholders, regulatory compliance, and process improvements. Schwab offers hybrid work, development opportunities, and a comprehensive benefits package to

Qualifications

3+ years of commercial/private banking underwriting experience.
Bachelor's degree required.
Strong analytical and risk assessment skills.
Experience with underwriting platforms is preferred.
Regulatory and governance exposure is a plus.

Responsibilities

Lead credit risk assessment and underwriting for bank clients.
Perform cash flow and financial statement analysis to support decisions.
Monitor portfolio risk and identify emerging risks across industries.
Ensure AML/KYC and regulatory compliance.
Collaborate with cross-functional teams to drive underwriting decisions.

Skills

Credit underwriting

Financial analysis

Risk management

Stakeholder communication

Education

Bachelor's degree

Tools

Underwriting platforms

Job description

We value strong communication with stakeholders, regulatory compliance, and process improvements. Schwab offers hybrid work, development opportunities, and a comprehensive benefits package to

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