Finance Analyst

About the role

We're seeking a motivated and detail-oriented Finance Analyst to join our team. This role offers an excellent opportunity for an entry-level candidate interested in building a career in commercial lending, credit analysis, or financial services.

Responsibilities

• Learn & Support Credit Decisioning
• Review credit applications, financial data, and credit reports to help assess risk
• Absorb and assist in evaluating transactions using established credit guidelines and scoring tools
• Identify any missing information or exceptions and escalate appropriately
• Prepare clear, concise summaries to support credit decisions
• Process Equipment Finance Applications
• Enter and manage applications in internal systems with a focus on accuracy and completeness
• Serve a high volume of transactions, primarily for financing under $100K
• Follow structured workflows to ensure timely and consistent processing
• Work Cross-Functionally
• Partner with sales teams and vendors to gather information and move deals forward
• Communicate credit decisions, required documentation, and next steps
• Aid in resolving outstanding items (stipulations) so transactions can close efficiently
• Build Efficiency & Strong Work Habits
• Meet performance goals related to turnaround time, quality, and productivity
• Learn and apply standardized processes across a high-volume workflow
• Identify ways to improve efficiency and contribute ideas to streamline processes

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field (or equivalent experience)
• Strong attention to detail and organizational skills
• Interest in credit, underwriting, or commercial lending
• Ability to manage multiple tasks in a fast-paced environment
• Clear communication and willingness to collaborate across teams
• Comfortable working with systems, data, and structured processes