Warehouse Lending Analyst

About the role

Responsible for supporting the Warehouse Lending team, and ensuring the smooth operations of the Warehouse Lending Department. Performs a variety of clerical and administrative accounting duties as assigned.

Responsibilities

• Process and manage new client applications based on the stacking sheet requirement; create condition lists, run due diligence reports and follow up
• Review client audited/interim financial statements and prepare a year-to-year comparison financial analysis according to Warehouse Lending financial requirements
• Write up credit administration memorandum and address Credit Administrator questions and inquiries
• Process client annual renewals
• Prepare and update contracts based on approved credit administration memorandum and preliminary variable term letter
• Track quarterly compliance documents; responsible for reviewing monthly seller certification and calculation of financial covenants
• Perform SOX controls validations against client trial balance report and nCino application
• Prepare and manage various quarterly reports which includes; nCino financial covenant and tickler reports
• Assist with internal and external auditors’ requests
• Assists SVP Directors of Operations, Business Development Team during quarter end and year end reporting; assumes responsibility and gathers data for special projects
• Ensures excellent internal and external communication with clients and coworkers
• Follow all established policies and procedures
• Perform other duties and projects as assigned

Requirements

• Bachelor’s degree in Accounting or a related discipline from an accredited college or University
• Minimum 1-2 years of experience working and/or training in a related field; or the equivalent combination of education and experience
• Work related experience should consist of an in-depth background in accounting and regulatory reporting skills
• Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the accounting discipline
• Banking industry experience preferred
• CPA firm experience preferred
• High School diploma or equivalent required