Origination Analyst

Essential Functions

• Aid the Loan Officer in evaluating and presenting commercial loan opportunities.
• Draft commercial loan proposals and communicate with the borrower and Bank staff throughout the loan process.
• Collaborate with the loan closing team and Bank’s attorney to close the loan.
• Maintain accurate document management records and manage the process to request, collect, and store client documents.
• Update relevant reports within Salesforce.
• Review completed Loan Presentations and process advance requests.
• Monitor and track borrower performance for identified relationships.
• Conduct market, industry, and economic analyses to identify trends and variances.
• Collaborate with a team of commercial loan analysts to ensure accurate analysis of new and existing loan data.
• Maintain accurate department records and perform other duties as assigned by the supervisor.
• Assist in various special projects as assigned.

JOB QUALIFICATIONS

• 2+ years of experience underwriting commercial loans preferred.
• Bachelor’s degree in business, finance, or accounting preferred.
• Strong analytical, technical, and statistical skills.
• Ability to multitask, prioritize, and manage time efficiently.
• Good communication and organizational skills.
• Ability to work independently as well as in collaboration with a team.
• Sound knowledge of credit risk, accounting principles, financial statements, and tax returns.
• Understanding of the banking industry and the regulatory requirements associated with it.
• Proficient in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.

Pay

The annual salary range for the Origination Analyst is $80,000 - $85,000 per year.