Credit analyst jobs in District of Columbia - 26 jobs
Senior Private Banker & Wealth Strategy MD
Jpmorgan Chase & Co 4.8
Credit analyst job in Washington, DC
A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position.
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$49k-116k yearly est. 5d ago
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Senior Credit Risk Analyst Consultant, USG
Dexis 4.0
Credit analyst job in Washington, DC
Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world. At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded.
About the Position
Dexis Consulting Group (Dexis) requires the support of a Senior Credit Risk Analyst to engage in complex credit risk assessment and transaction structuring for US government projects.
A Senior Credit Risk Analyst will support Dexis' projects with the US Government agencies, mobilizing and facilitating American private capital and skills in the economic and social development of emerging market economies.
Assignments will be across various sectors, including energy, healthcare, critical infrastructure, and technology, while also providing financing to create jobs in emerging international markets.
Responsibilities
Gather and review due diligence documents from clients, providing feedback to origination officers.
Conduct credit and borrower analysis to prepare credit paper drafts.
Collaborate with government Investment Officers to prepare credit policy for submission to the credit committee.
Defend prepared policy at the credit committee meeting, investment committee, and board meeting if applicable.
Assist or lead in the preparation of financing approval papers, ensuring proper formatting of data.
Travel to support transactions as necessary.
Conduct country and sector-specific research.
Research and summarize the economic and political environment in foreign countries where proposed projects are located.
Research and summarize the industrial sector relevant to the proposed projects.
Conduct research and writing of Market Assessments.
Prepare Country Due Diligence briefing materials for the project team's overseas trips.
Qualifications
A Bachelor's degree in a related field with a minimum of 3-6 years of experience performing comparable duties
Ability to obtain a Public Trust Clearance.
The Senior Credit Risk Analyst shall engage in complex credit risk assessment and transaction structuring, requiring a high level of expertise and judgment.
Experience conducting credit review, analysis, and processing.
Experience in structuring guarantees and transactions aligned with strategic development priorities.
Experience assessing credit risk and other facets of risk for transactions, deploying partial credit guarantees and other tools in various sectors
Experience evaluating financial markets and private business development, and identifying business opportunities in targeted regions
Experience preparing and presenting screening memos, credit papers, and investment proposals to relevant committees.
Proven expertise in providing training to Investment Officers on credit risk, credit methods, and templates.
Anticipated Deliverables:
Credit Papers,
Number Spreads
Financial Models
Market Analyses
Credit Risk Assessment
Compensation for this Role: $70/hr
Dexis is on a mission to help solve today's most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is “find a way or make a way” - that's how Dexis goes “all in.” How will you?
If you are passionate about this opportunity, apply now!
Only those applicants who meet the above criteria will be contacted for interview.
Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law.
As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.
$70 hourly Auto-Apply 46d ago
Credit Analyst - Infrastructure Finance
Farmer Mac 3.9
Credit analyst job in Washington, DC
Farmer Mac is looking to hire a driven, analytical, industry-focused and personable individual for a CreditAnalyst position on its renewable energy infrastructure portfolio management team. The position will support Farmer Mac's Infrastructure Finance team.
Team Summary
Farmer Mac's Infrastructure Finance team is a fast-paced, knowledgeable, mission-oriented team lending to organizations that finance renewable energy project finance transactions, power and utility entities and broadband companies, in addition to providing wholesale lending to a select group of financial institutions. Infrastructure Finance has delivered significant growth and is a crucial business in the execution of Farmer Mac's strategic plan. The segment's focus is on deepening existing client relationships, developing new customer relationships, and diversifying the products offered to clients.
Position Summary
The CreditAnalyst role will be responsible for supporting Farmer Mac's existing portfolio of complex renewable energy project finance loans to finance independent power projects, including loans to projects that are under construction or those that are operational, and construction bridge loans that monetize tax credits. CreditAnalyst will interact and coordinate closely with other members of the Infrastructure Finance team, which includes Credit Underwriting teams, Relationship Managers, and Portfolio Strategy & Analytics within our Renewable Energy, Broadband Infrastructure, and Power & Utilities business segments. Responsibilities include, but are not limited to, preparing and managing loan modification/consents/amendment requests, performing ongoing risk rating assessments and required reviews, loan refinancing transactions, legal document review, coordinating with loan operations on reviewing and processing borrowing and disbursement requests, interfacing with internal stakeholders, including Underwriting, Credit, Capital Markets, and Loan Operations. Additionally, this role will support underwriting of new loans, preparation of credit memos, performing and managing due diligence activities, industry and market analysis, preparing and/or reviewing complex cash flow project finance models, closing activities, and assist in the execution of loan purchases.
This role is expected to immediately contribute towards accelerating growth within Farmer Mac's Infrastructure Finance business and significantly contribute to Farmer Mac's strategic objectives and initiatives. Suitable candidates must be proactive self-starters, have the ability to work and complete various deals at multiple stages of development, work with minimal supervision and be active and efficient communicators, both written and oral.
Who You Will Work With
The Infrastructure Finance CreditAnalyst will be an integral part of the Infrastructure Finance team, reporting directly to the Portfolio Management Specialist - Infrastructure Finance and will have regular ongoing interactions with the Underwriters, Managing Directors within Infrastructure Finance, Capital Markets, Transaction Management, and internal and external advisors and legal counsel.
Where You Wil Work
The position can be based in Farmer Mac's Washington, DC or Johnston, IA, locations or remote. Farmer Mac embraces a Presence with Purpose work environment, which allows for flexibility of work location while providing the opportunity for teams to come together in the office with purpose. Work outside of core hours may be required for planned and unplanned activities to complete time sensitive projects or to attend off-site meetings or events.
Primary Responsibilities and Duties
Support Infrastructure Finance loan performances and collaborate with key internal stakeholders, including Credit, Underwriters, and Relationship Managers.
Collaborate with the Portfolio Strategy & Analytics and the Credit team to support strategic credit assessments of the portfolio, ensuring alignment with business strategies and performance goals as outlined in Farmer Mac's business plan.
Work closely with Portfolio Strategy & Analytics to:
Prepare and manage loan modification/consents/waivers/amendment requests, term conversion, legal document reviews,
Coordinate with Loan Operations on reviewing and processing of borrowing and disbursement requests,
Gather appropriate project information and documents for due diligence and provide support to credit underwriters, as necessary,
Assist in creating management reports that include quarterly monitoring of portfolio deals as well as portfolio trends and statistics.
Gather and assess industry information to understand macro impacts on the portfolio and individual transactions.
Interact closely with Underwriting to support loan acquisitions in alignment with Farmer Mac policy and standards.
Support risk rating assessment and ongoing management of loan portfolio and required reviews.
Assist in underwriting analysis and credit approval memos when necessary.
Work closely with the Managing Director of Renewable Energy in the development of policies and procedures that drive efficiencies across the business.
Assist and support the ongoing development of loan administrative, operations and closing functions, and the implementation of infrastructure projects.
Represent Farm Mac at industry conferences and individual lender visits.
Support organization wide initiatives and processes to improve efficiency, productivity, sourcing and credit quality.
Professional Experience/Qualifications
Bachelor's degree in accounting, finance, business administration, economics, engineering or related field.
Fundamental understanding of finance and accounting, particularly energy finance, public accounting, banking, or related experience.
Self-starter mentality with high intellectual curiosity.
Our compensation philosophy is targeted pay positioning relative to peers, our industry, and external markets. Farmer Mac is committed to a compensation program that will enable the organization to attract, motivate, reward, and retain highly skilled and creative talent to maintain sustained long-term performance and achieve the organization's strategic business objectives. Salary is competitive. The typical starting salary range for this position is between $60,000-$90,000, although wages can vary based on experience and geography, plus performance-based bonus and equity-based awards. Individual compensation will be commensurate with the candidate's experience.
$60k-90k yearly Auto-Apply 27d ago
Credit Analyst
National Community Reinvestment Coalition Inc.
Credit analyst job in Washington, DC
About
NCRC
$60k-98k yearly est. Auto-Apply 60d+ ago
Credit Analyst - Energy Project Finance
RER Solutions, Inc.
Credit analyst job in Washington, DC
Job DescriptionDescription:
Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.
RER Solutions, Inc. is accepting resumes for a CreditAnalyst - Energy Project Finance to join our exceptional workforce in Washington, DC. The CreditAnalyst - Energy Project Finance will conduct comprehensive credit analyses for new loans and loan guarantee applications, and participate in ongoing portfolio management activities onsite within the Department of Energy's Loan Programs Office (LPO). LPO has $200+ billion to make loans to innovative energy projects that will revolutionize the US energy industry. LPO's available capital makes it the largest energy lending organization in the world.
RESPONSIBILITIES
Conduct thorough due diligence and detailed credit analysis of potential large, complex, innovative projects
Conduct thorough due diligence, detailed credit analysis, and financial modeling, as well as executing credit risk rating assessments, and supporting loan restructuring and monitoring efforts
Perform independent credit analysis for new loans and loan guarantee applications
Develop or review complex financial models to assess project viability and risk
Execute comprehensive credit risk rating assessments
Assist in the negotiation of term sheets for new applications
Review marketing reports and presentation slides related to loan applications
Coordinate tasks and information flow among various team members involved in the application process and portfolio management
Support the team leader in adhering to all underwriting guidelines and procedures
Collaborate closely with the risk group to address all identified issues and outstanding concerns from due diligence
Conduct a thorough and complete analysis before presenting findings to approval authorities within the LPO and the Department of Energy (DOE)
Prepare all necessary documentation for ultimate approval by internal approval committees and boards
Participate in the monitoring of existing loan guarantees, including assessing ongoing financial performance and compliance
Contribute to loan restructuring efforts, including analysis of proposed modifications and their impact on credit risk
Support the team leader in following all procedures and assessments related to underwriting guidelines following Title XVII, ATVM, TELGP, and CIFIA
Requirements:
Experience working as a financial analyst in private equity or investment banking
Experience working in investment banking or participating in a large bank credit training program
Knowledge of the private sector credit market or federal credit, investment analysis, and loan administration practices and agreements with lending institutions
Knowledge of financing concepts, principles, techniques, and practices, and investment and commercial banking, especially as they relate to project financing
Knowledge in credit analysis, financial modeling, credit risk rating assessments, term sheet negotiation, reviewing marketing reports, and creation of presentation slides
Ability to lead financial projects, coordinate the work of other professional employees, and team coordination
Minimum of US Citizenship required to obtain client-issued Public Trust
Excellent written and oral communication skills
Excellent attention to detail and an understanding of fundamental business writing
Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook)
EDUCATION: Bachelor's Degree
COMPENSATION: Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits.
This position is not available for Corp-to-Corp or 3rd party sourcing.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$60k-98k yearly est. 4d ago
Credit Analyst - Energy Project Finance
RER Solutions
Credit analyst job in Washington, DC
Full-time Description
Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.
RER Solutions, Inc. is accepting resumes for a CreditAnalyst - Energy Project Finance to join our exceptional workforce in Washington, DC. The CreditAnalyst - Energy Project Finance will conduct comprehensive credit analyses for new loans and loan guarantee applications, and participate in ongoing portfolio management activities onsite within the Department of Energy's Loan Programs Office (LPO). LPO has $200+ billion to make loans to innovative energy projects that will revolutionize the US energy industry. LPO's available capital makes it the largest energy lending organization in the world.
RESPONSIBILITIES
Conduct thorough due diligence and detailed credit analysis of potential large, complex, innovative projects
Conduct thorough due diligence, detailed credit analysis, and financial modeling, as well as executing credit risk rating assessments, and supporting loan restructuring and monitoring efforts
Perform independent credit analysis for new loans and loan guarantee applications
Develop or review complex financial models to assess project viability and risk
Execute comprehensive credit risk rating assessments
Assist in the negotiation of term sheets for new applications
Review marketing reports and presentation slides related to loan applications
Coordinate tasks and information flow among various team members involved in the application process and portfolio management
Support the team leader in adhering to all underwriting guidelines and procedures
Collaborate closely with the risk group to address all identified issues and outstanding concerns from due diligence
Conduct a thorough and complete analysis before presenting findings to approval authorities within the LPO and the Department of Energy (DOE)
Prepare all necessary documentation for ultimate approval by internal approval committees and boards
Participate in the monitoring of existing loan guarantees, including assessing ongoing financial performance and compliance
Contribute to loan restructuring efforts, including analysis of proposed modifications and their impact on credit risk
Support the team leader in following all procedures and assessments related to underwriting guidelines following Title XVII, ATVM, TELGP, and CIFIA
Requirements
Experience working as a financial analyst in private equity or investment banking
Experience working in investment banking or participating in a large bank credit training program
Knowledge of the private sector credit market or federal credit, investment analysis, and loan administration practices and agreements with lending institutions
Knowledge of financing concepts, principles, techniques, and practices, and investment and commercial banking, especially as they relate to project financing
Knowledge in credit analysis, financial modeling, credit risk rating assessments, term sheet negotiation, reviewing marketing reports, and creation of presentation slides
Ability to lead financial projects, coordinate the work of other professional employees, and team coordination
Minimum of US Citizenship required to obtain client-issued Public Trust
Excellent written and oral communication skills
Excellent attention to detail and an understanding of fundamental business writing
Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook)
EDUCATION: Bachelor's Degree
COMPENSATION: Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits.
This position is not available for Corp-to-Corp or 3rd party sourcing.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$60k-98k yearly est. 33d ago
Commercial Credit Analyst II
City First Bank of Dc 3.7
Credit analyst job in Washington, DC
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The role will directly report to and support the Senior Credit Officer in management of the Bank's loan portfolio. This role will also assume responsibility for the more complex lending relationships in the portfolio, including occasional underwriting, and serves as a senior subject matter expert internally and externally. The Commercial CreditAnalyst II would handle all aspects of the relationships in the assigned portfolio including approvals, annual reviews, monitoring and watch reporting. The position will not have business development responsibilities; however, the individual must be able to recognize such opportunities and refer these to the appropriate area of the bank.
In addition to individual portfolio assignments, the position will assist the Senior Credit Officer in measurement and tracking of portfolio metrics. The individual will need to have a broad working knowledge of a credit portfolio including loan loss reserves, risk rating assignments, general loan accounting, and risk management. Attention to detail and ability to research and resolve issues as they arise is critical to the position as the individual will also work closely with the Senior Credit Officer and play a primary role in the bank's CECL methodology selection, development, and implementation process.
The position requires a demonstrated ability to work across multiple areas of the financial institution while providing competent, courteous, and professional customer service to external and internal customers. The successful individual in this position is one that thrives on high quality service, strong initiative using their accumulated knowledge and experience, problem solving, and an eagerness to adapt and develop new banking skills, e.g. CECL model development.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Portfolio Management - 40%
Portfolio Management duties will include monitoring a portfolio of commercial loans risk rated of all ratings, perform analysis to determine the financial viability of the customer, develop and implement a strategy and plan for the collection of the loans. Coordinate with the relationship management team, attorneys, accountants and third-party guarantors during the monitoring/renewal or collection process.
Assists with the identification of potential problem loans, recommends risk rating changes, and assumes responsibility for loans newly identified as criticized and classified problems loans with the goal to upgrade the risk rating of the loan to performing.
Portfolio Manager must possess the ability to recognize revenue opportunities in the portfolio and to follow through on routine requests for credit or other bank services. There are no incremental sales targets; however, must ensure retention of existing clients and that credit needs are met to the extent the bank is comfortable.
Credit Support and Underwriting - 60%
Credit Support duties will include analyzing and spreading the customer's financial information, assessing the collateral, performing a delinquency review, performing industry comparisons, assessing the risk rating, and preparing the business, personal and global debt service coverage ability. In addition, written presentations will be prepared that detail the findings of the analysis.
Assists the DCCO with monthly management and Board reporting activities including research of items that present anomalies to the portfolio. Ability to manage time accordingly to produce necessary and accurate reporting is a priority.
Work with the DCCO on the ongoing CECL implementation process and to assist in the management of the ALLL during the transition and required parallel tracking period. Individual will be responsible for the data integrity management portion of the CECL adoption and implementation.
Leadership and Supervision
Creates an atmosphere within the organization that attains and maintains a high level of morale and embraces our Vision, Values, Mission, and Team Expectations while providing “best in class” customer service to internal and external clients.
Contributes to the development and implementation of annual department goals and individual.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
HS Diploma or equivalent
Bachelor's Degree in Business Administration, Finance, Accounting, or related field required; 3 additional years of commercial credit underwriting and analysis experience may be substituted for bachelor's degree.
4+ years of commercial credit, financial statement analysis, portfolio management and customer service experience required
Completion of formal or in-house credit training required
Preferred Education/Experience:
Experience structuring and pricing loan transactions to achieve organizational goals preferred.
CERTIFICATIONS
None required
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Knowledge of Microsoft Office suite and other (credit analysis) systems and a hands-on working knowledge of a bank core system, e.g. FIS, FiServ, etc. Strong ability to manage multiple projects simultaneously.
Strong supervisory experience.
Uncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.
Experience with commercial, construction, and real estate loan underwriting, and broad understanding of the bank's balance sheet, e.g. ALLL.
Solid knowledge of and skills in personal computer operation, word processing and spreadsheet software.
Knowledge of related state and federal lending and compliance regulations and other bank lending policies.
Preferred Knowledge & Skills:
Strong supervisory experience.
Uncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.
Organized, detail oriented, ability to articulate matters over the phone or in person, capable of working independently, can plan, set priorities, meet deadlines and work with little supervision while performing most duties
Strong ability to interact pro-actively with all levels of the organization.
Salary Description $115,000 - $120,000 annually
$115k-120k yearly 20d ago
Healthcare Credit Analyst (Multiple Levels)
U.S. Bank 4.6
Credit analyst job in Washington, DC
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The successful candidate should have prior experience in originating or monitoring a commercial loan portfolio consisting of borrowers in healthcare related industries - including spreading, financial analysis, etc.
Responsible for approving the extension of credit and/or making recommendations to the person(s) making the final lending decisions on new, renewal and extension loans to approve or deny the extension of credit. Prior to making the credit decision or advising the person(s) making the final credit decision, the CreditAnalyst conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers. Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the company. May use technological tools, including computer software, to assist in the credit analysis process by helping evaluate a particular credit or a portfolio. The CreditAnalyst will use such tools to compare and evaluate possible courses of action and will make recommendations and/or decisions after various possibilities are considered.
This active posting is for a Healthcare CreditAnalyst role: Healthcare CreditAnalyst 4, Healthcare CreditAnalyst 5, Healthcare CreditAnalyst 6. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.
**Healthcare CreditAnalyst 4**
**Basic Qualifications**
- Bachelor's degree, or equivalent underwriting experience
- Typically one or more years of underwriting experience
**Preferred Skills/Experience**
- Underwriting experience focused on credit analysis and analytical skills working with complex healthcare credits
- Thorough knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Excellent verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages including EXCEL and nCino
**Healthcare CreditAnalyst 5**
**Basic Qualifications**
- Bachelor's degree, or equivalent underwriting experience
- Typically three or more years of underwriting experience
**Preferred Skills/Experience**
- Strong underwriting, credit analysis and analytical skills working with complex healthcare credits
- In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Strong verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages - including nCino
- Advanced background in MS Office suite of products and skillset with MS Excel
**Healthcare CreditAnalyst 6**
**Basic Qualifications**
- Bachelor's degree, or equivalent underwriting experience
- Typically five or more years of underwriting experience
**Preferred Skills/Experience**
- Three or more years of advanced underwriting credit analysis and analytical skills working specifically with complex healthcare credits
- In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Strong verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages - including nCino and Credit Lens
- Advanced background in MS Office suite of products and skillset with MS Excel
This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$86.4k-101.6k yearly 60d+ ago
Credit Analyst
NCRC 4.2
Credit analyst job in Washington, DC
The National Community Reinvestment Coalition is a network of organizations and individuals dedicated to creating a nation that not only promises but delivers opportunities for all Americans to build wealth and live well. We work with community leaders, policymakers and institutions to advance solutions and build the will to solve America's persistent racial and socio-economic wealth, income and opportunity divides, and to make a Just Economy a national priority and a local reality. This vision is the foundation of the Just Economy Pledge.
NCRC's unique mix of research, investigations, investments, media, grant-making, training, advocacy, litigation, lending, convening and facilitation strengthens communities of historic disinvestment, expands economic mobility, holds public and private institutions accountable for their impacts, and informs local and national leaders, policymakers and the private sector.
Established in 2007 and certified by the U.S. Treasury as a Community Development Financial Institution (CDFI) in 2012, NCRC Community Development Fund (NCRC CDF) is a 501(c)3 whose mission is to help bridge the racial wealth divide in America's underserved communities. NCRC CDF is a subsidiary of the National Community Reinvestment Coalition (NCRC).
NCRC CDF invests in affordable housing development and provides access to capital and business support services nationwide. We leverage our cultural competencies in support of small business sustainability and access to affordable housing across the country with an emphasis on Black, Latino, and low-income communities.
Position Overview
NCRC CDF is seeking an exceptional and detail-oriented CreditAnalyst Specialist to manage and oversee a high volume of small business and affordable housing loans. The ideal candidate will be an adept multi-tasker, goal-driven, and highly focused on ensuring loans are serviced accurately and timely. This role requires close collaboration with financial professionals and clients to maintain the integrity of loan servicing, payment processing, and account updates.
The CreditAnalyst Specialist will also be responsible for analyzing loans, preparing credit analysis for the loan committee, and conducting annual credit reviews. They will write credit memos and summaries with recommendations for loan officers. Additionally, the manager will track, analyze, and manage non-performing, underperforming, and delinquent loans, ensuring delinquency rates stay within policy standards.
Location
This position is based in Washington, DC near McPherson Square Metro as part of a hybrid environment with Tuesdays, Thursdays, and sometimes Wednesdays in the office.
Responsibilities
* Loan Management: Set up and maintain files for small business and affordable housing loans
* Payment Processing: Ensure timely and accurate processing of loan payments
* Account Monitoring: Update insurance coverage, and account statuses, and track loan performance
* Customer Service: Address borrower inquiries, resolve servicing issues, and provide account-related information
* Credit Analysis & Reporting: Perform loan analysis, prepare credit reports, and present findings to the loan committee
* Annual Loan Reviews: Conduct annual credit reviews and prepare memos with recommendations for loan officers
* Client Relationship Management & Customer Service: Maintain strong client relationships by providing exceptional customer service throughout the loan process.
* Financial Analysis & Loan Structuring: Spread financial information, calculate and analyze financial ratios, assist in loan structuring, and contribute to loan approval, renewal, and annual review documentation
* Credit Risk Assessment & Compliance: Research and assess credit risk by evaluating credit history, analyzing credit data, recommending loan ratings, approving or denying loan modification requests, and ensuring adherence to loan policies
* Collateral Inspections & Appraisals: Conduct collateral inspections, evaluations, and reviews of appraisals to ensure compliance with required standards
* Tracking & Documentation: Oversee the tracking and timely request of necessary customer financial reporting documents to ensure ongoing loan monitoring
* Reporting & Compliance Monitoring: Prepare and submit monthly/quarterly reports and monitor compliance with loan covenants, identifying non-compliance and recommending corrective actions as needed
* Credit Analysis & Risk Rating Recommendations: Perform detailed analyses of new credit requests, credit change requests, renewals, and annual relationship reviews. Recommend risk rating adjustments based on thorough credit assessments
* Credit Analysis & Service Delivery: Provide comprehensive and actionable credit analysis, ensuring efficient and timely service to loan officers and stakeholders
* Risk Identification & Reporting: Report to the Risk Manager any findings that may adversely affect loan collateral or a borrower's ability to repay the loan, submitting required reports as necessary
* Policy Adherence & Exception Reporting: Maintain up-to-date knowledge of lending policies and procedures, identifying and reporting any exceptions to policy
* File Review & Quality Control: Ensure all credit files are complete, identify any documentation deficiencies, and collaborate with loan officers and credit administration to resolve issues promptly
Qualifications
* 3-5 years of loan servicing and portfolio management experience
* Experience with financial spreading tools
Knowledge, Skills, and Attributes
* Strong ability to understand and analyze financial data, including Balance Sheets, Income Statements, Cash Flow Statements, Financial Ratios, etc., and apply these skills effectively within the loan underwriting process
* Highly organized, efficient, and capable of working independently with attention to detail to generate accurate reports
* Applied knowledge of loan servicing and portfolio management, including an understanding of industry best practices and fundamentals
* Strong grasp of basic financial principles and processes
* Knowledge of federal, state, and local regulatory requirements governing loan servicing and underwriting
* Ability to handle confidential information with integrity and professionalism
* Exceptional analytical skills with a keen eye for detail
* Excellent communication, negotiation, and interpersonal skills, with the ability to interact effectively with internal and external stakeholders
* Capacity to multitask and perform under pressure to meet tight deadlines
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) with advanced expertise, and familiarity with additional software tools
How to Apply
Interested applicants may submit their cover letter and resume online at ************************** No phone calls/emails, please.
NCRC IS AN EQUAL-OPPORTUNITY EMPLOYER.
EEO/AA
M/F/D/V
$51k-74k yearly est. 60d+ ago
Credit Assistant
Ropes & Gray LLP 4.9
Credit analyst job in Washington, DC
About Ropes & Gray
Ropes & Gray is a preeminent global law firm. The firm has been ranked in the top three on
The American Lawyer's
prestigious A-List for eight consecutive years and #1 on
Law.com's
UK A-List twice in the past three years - rankings that honor the "best of the best" law firms.
The firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.
The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring.
Ropes & Gray is an equal opportunity employer.
Overview
Reporting to a Credit Control Team Lead, the Credit Assistant is a critical role in the revenue cycle of the Firm by helping the Collections Team. This position requires strong attention to detail, decision-making skills, strong communication skills, and systems aptitude.
Responsibilities
Support administrative needs of Credit Control team - updating Ebilling statuses, prepare accrual reports, pulling invoice copies, and assist with other tasks as needed.
Facilitate requests received through the department mailboxes (Statement of Account and Short Payments).
Complete special projects as assigned, including interfacing with clients, revenue team members, and BRLs to coordinate unallocated payments and identify correct billing addresses.
Maintain various aspects of 3E to ensure accuracy within the statement and collection items' function.
Daily update of matter payment terms.
Prepare, monitor, and manage short payments report and processes.
Complete special projects as assigned, including interfacing with clients, revenue team members, and BRLs to coordinate unallocated payments and identify correct billing addresses.
Handle small general collection inquiries with clients.
Perform other assigned duties and tasks necessary to support the Revenue Department.
Qualifications
Associate degree, or equivalent work experience required.
1-3 years of professional work experience.
Understanding of financial transactions and processes.
Demonstrated proficiency with MS Excel spreadsheets and ability to analyze and format large quantities of data.
Ability to facilitate and navigate multiple tasks and systems in a fast paced, detail/deadline-oriented environment.
Must be a team player with strong interpersonal, organizational, and communication skills.
Superior client service skills.
Self directed with a strong work ethic and high level of client service.
Ability to prioritize, organize, and manage assigned workload.
Flexible and capable of responding quickly and positively to shifting demands and opportunities.
Proven analytical and problem-solving skills with ability to actively identify and isolate issues.
Ability to learn and use a variety of internal and external software applications.
Ability to work additional hours as required by workload, particularly at year-end.
Compensation and Total Rewards Package
Ropes & Gray is proud to offer a comprehensive Total Rewards package to our business support team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the starting salary range at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including qualifications and experience, geographic location, education, external market data and consideration of internal equity.
Boston, Chicago, Los Angeles, Washington, DC: $52,600 - $76,300
New York: $57,400 - $83,200
San Francisco: $59,800 - $86,750
Working Conditions
This position requires hybrid on-site presence as an essential function of the role. Consistent and predictable on-site presence is required for ongoing business continuity, professional development and effective collaboration with colleagues and management.
$59.8k-86.8k yearly Auto-Apply 4d ago
Specialized Tax Services - Energy Incentives & Credits Manager
PwC 4.8
Credit analyst job in Washington, DC
**Specialty/Competency:** General Tax Consulting **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
In specialised tax services at PwC, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation. This includes areas such as accounting methods, fixed-assets and research and development tax credits.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Corporate Tax - Specialised Tax Services team you provide exceptional technical knowledge and specialization and industry insights. As a Manager you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining elevated standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. This role involves working closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.
Responsibilities
- Manage client accounts with a strategic planning approach
- Coach and mentor junior team members for skill development
- Uphold rigorous standards to confirm successful project outcomes
- Motivate and inspire the team to deliver exceptional work
- Enhance team strengths to meet client requirements
- Identify and act on opportunities to advance the firm's goals
- Integrate technology and innovation into service delivery
- Collaborate with clients on advanced technologies and platforms
What You Must Have
- Bachelor's Degree in Taxation,Accounting,Engineering,Sustainable Resource Management,Environmental Health/Engineering,Computer and Information Science
- 4 years of experience
What Sets You Apart
- Basic accounting knowledge
- Understanding of Inflation Reduction Act and CHIPs Act of 2022
- Knowledge of fixed asset tax depreciation methods
- Experience with cost segregation studies
- Project management skills
- Experience identifying and addressing client needs
- Knowledge of automation & digitization in professional services
- Supervising teams to create an atmosphere of trust
- One of the following: CPA, Member of State Bar, Enrolled Agent, Master's - Engineering, Professional Engineer
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
$86k-124k yearly est. 11d ago
Credit Manager II (Covered)
Bank of America 4.7
Credit analyst job in Washington, DC
Charlotte, North Carolina;Washington, District of Columbia; Atlanta, Georgia; Baltimore, Maryland; Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Commercial Credit Manager (CCM) functions as the credit underwriting team leader for one or more markets, providing market leadership in partnership with the Market Executive (ME) and Treasury Solutions Manager (TSM). The CCM focuses on product and policy expertise while managing a credit underwriting team responsible for expanding and retaining both a Business Banking and Middle Market portfolio, generating revenue, driving profitability and delivering solutions that will lead to client satisfaction and loyalty. The CCM also oversees appropriate execution of credit solutions while optimizing risk and return, managing asset quality, and ensuring high quality underwriting that aligns with policy and procedures.
The CCM continually enhances team performance, develops future leaders and preserves the talent depth of the team by selecting new members, arranging appropriate training and development, coaching, managing performance, removing obstacles to ensure the team's success, and when appropriate, exporting talent. The CCM is responsible for establishing a diverse and inclusive workplace and focusing on employee and client satisfaction.
The CCM is accountable for leading and coaching his/her team to design and deliver integrated solutions, underwriting, structuring, and negotiating those solutions at the market level. CCM's partner closely with relationship management teammates in Global Commercial Banking and Business Banking to consult on sales opportunities and provide the product expertise necessary to deliver the best solution to the client. When required, the CCM participates in or leads enterprise projects and initiatives.
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
+ Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
+ Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
+ Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
+ People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
+ Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
+ Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
+ Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
**Skills:**
+ Coaching
+ Decision Making
+ Hiring and Onboarding
+ Loan Structuring
+ Underwriting
+ Credit Documentation Requirements
+ Oral Communications
+ Prioritization
+ Risk Management
+ Written Communications
+ Analytical Thinking
+ Business Acumen
+ Client Solutions Advisory
+ Collaboration
+ Executive Presence
**Required Skills:**
General Qualifications:
12+ years of Commercial Banking Credit Experience
3+ years' experience managing a credit team
Strong communication and negotiation skills
Ability to handle change and drive results
Executive Presence required
**Minimum Education Requirement:**
Bachelor's Degree required with Advanced Degree preferred
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$95k-130k yearly est. 60d+ ago
Facility Condition Collection Analyst
CBRE 4.5
Credit analyst job in Washington, DC
Job ID 251332 Posted 13-Jan-2026 Service line PJM Segment Role type Full-time Areas of Interest Building Surveying/Consultancy, Construction, Consulting The purpose of this position is to directly manage asset data collection projects and clients, as well as manage, and lead staff who are responsible for Asset Data Collection and consulting services with direct accountability for project delivery.
Please note we are looking for individuals within the Property or Facility Condition Assessment field.
Our team members travel up to 75% nationwide in order to technically assess commercial building mechanical, electrical, and plumbing (MEP) systems and deliver Property Condition Assessment, Asset Data Collection, and Energy Assessment services to clients. Our projects revolve around delivering considered data to demanding clients in a timely manner via effective project management which includes self-scheduling, coordinating, executing site visits, progress tracking, and final reporting. The site survey work is delivered via app based tools which not only collect equipment model and serial number, but drills down into ratings of equipment condition, criticality, and categorization into a naming hierarchy. Each team member is expected to manage multiple projects simultaneously (ideally 2-3 at a time) and communicate proactively with leadership.
This position will require frequent day and overnight travel - up to 75% and can be remote.
**What you will do**
+ Conducts walk-through surveys (from 8 hours to multiple days) to assess condition of mechanical, electrical and plumbing systems, structure and foundations, interiors, common areas, exterior walls, windows, roofs, and site work improvements. (This may require climbing two-story ladders or going up in a lift, lift operating certification is a plus)
+ Interviews property owners, occupants, key site personnel and local government officials to obtain information concerning the subject property's condition.
+ Reviews repair/improvement cost information, certificate(s) of occupancy, maintenance reports and logs, Building and Fire Department inspection reports, and similar information to determine the condition of the building
+ Documents the condition and physical deficiencies of a property by taking representative and detailed photographs of a properties' site and building systems
+ Prepares estimated costs to remedy building deficiencies in an immediate time period and capital reserve time period (5 to 50 years)
+ May act as a subject manager expert in an area of expertise which may include Seismic, ADA, MEP, or other specialties (BOMA, Insurance Replacement, Thermal Scanning, Etc).
+ Provides formal technical guidance in area of expertise.
+ Is able to communicate effectively with others to achieve client goals.
+ Other duties as assigned.
**What you must have**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
+ Bachelor's degree (BA/BS) in architecture, engineering, or construction management or equivalent combination of education and experience.
+ 5-7 years commercial building evaluation or commercial design experience with a general understanding of all building systems: site work, structural, building envelope, and MEP.
+ 3-5 years building evaluation experience with experience writing Property Condition Assessment / Facility Condition Assessment Reports.
+ Certification as either a Professional Engineer or Registered Architect strongly preferred.
+ Microsoft Office Suite Products (Teams, Excel, Word, Power Point, Outlook, etc.) Specific advanced proficiency in Excel is strongly preferred.
+ Ability to travel up to 75% of the time.
**Experience desired**
+ Registered Architect or Licensed Engineer (US and/or Canada)/ Industry Roofing Certification strongly preferred.Requires knowledge of financial terms and principles.
+ Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
+ Ability to effectively present technical information to non-technical clients.Ability to provide efficient, timely, reliable and courteous service to clients.Strong organizational and analytical skills.
+ Excellent written and verbal communication skills.
Turner & Townsend carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $85,000 annually and the maximum salary for this position is $105,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on Turner & Townsend's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$85k-105k yearly 5d ago
Collections Analyst
Meltwater 4.3
Credit analyst job in Washington, DC
Meltwater is seeking a Collections Analyst who will be focused on working with our clients in the US market. The Collections Analyst will be responsible for maintaining effective ledgers with new and existing customers and partnering with other company departments. This is a key role in helping to fuel our expansion activities. We encourage proactive, positive and respectful outreach to clients and regular contact, to ensure a healthy portfolio of clients who trust us as a partner.
What You'll Do:
Reach out to customers to ensure timely payment for services, and shorten the collections cycle on all payments
Increase revenue by acting as financial liaison for clients over the service life-cycle and negotiating and settling on any disputes as they arise
Ensure efficient cash reconciliations and reporting
Meet and exceed collections goals with both individual and team targets
Represent Meltwater (the people and products) with professionalism and integrity, ensuring a positive customer experience.
What You'll Bring
Excellent communication skills, verbal and written
Strong attention to detail, confidence with business to business (B2B) cold-calling and building relationships on the phone
Proficient with Excel
Analytical Skills
Ability to work with a large and diverse team
What We Offer:
Enjoy flexible paid time off that allows you to have an enhanced work-life balance.
Excellent medical, dental, and vision options
401(k) matching, life insurance, commuter benefits, and parental leave plans
Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
Energetic work environment with a hybrid work style, providing the balance you need.
Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.
Base Salary of $52,000 - $61,000 USD per year + discretionary annual bonus subject to the terms of the applicable bonus plan. Total compensation range for this position: $52,000 - $67,100 USD per year.
Our Story
At Meltwater, we believe that when you have the right people in the right environment, great things happen.
Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers.
Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along the way.
We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers.
We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career.
We are Meltwater. Inspired by innovation, powered by people.
Equal Employment Opportunity Statement
Meltwater is an Equal Opportunity Employer and
Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment.
All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations.
Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
$52k-67.1k yearly Auto-Apply 60d+ ago
Senior Credit Risk Analyst Consultant, USG
Dexis 4.0
Credit analyst job in Washington, DC
Job Description
Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world. At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded.
About the Position
Dexis Consulting Group (Dexis) requires the support of a Senior Credit Risk Analyst to engage in complex credit risk assessment and transaction structuring for US government projects.
A Senior Credit Risk Analyst will support Dexis' projects with the US Government agencies, mobilizing and facilitating American private capital and skills in the economic and social development of emerging market economies.
Assignments will be across various sectors, including energy, healthcare, critical infrastructure, and technology, while also providing financing to create jobs in emerging international markets.
Responsibilities
Gather and review due diligence documents from clients, providing feedback to origination officers.
Conduct credit and borrower analysis to prepare credit paper drafts.
Collaborate with government Investment Officers to prepare credit policy for submission to the credit committee.
Defend prepared policy at the credit committee meeting, investment committee, and board meeting if applicable.
Assist or lead in the preparation of financing approval papers, ensuring proper formatting of data.
Travel to support transactions as necessary.
Conduct country and sector-specific research.
Research and summarize the economic and political environment in foreign countries where proposed projects are located.
Research and summarize the industrial sector relevant to the proposed projects.
Conduct research and writing of Market Assessments.
Prepare Country Due Diligence briefing materials for the project team's overseas trips.
Qualifications
A Bachelor's degree in a related field with a minimum of 3-6 years of experience performing comparable duties
Ability to obtain a Public Trust Clearance.
The Senior Credit Risk Analyst shall engage in complex credit risk assessment and transaction structuring, requiring a high level of expertise and judgment.
Experience conducting credit review, analysis, and processing.
Experience in structuring guarantees and transactions aligned with strategic development priorities.
Experience assessing credit risk and other facets of risk for transactions, deploying partial credit guarantees and other tools in various sectors
Experience evaluating financial markets and private business development, and identifying business opportunities in targeted regions
Experience preparing and presenting screening memos, credit papers, and investment proposals to relevant committees.
Proven expertise in providing training to Investment Officers on credit risk, credit methods, and templates.
Anticipated Deliverables:
Credit Papers,
Number Spreads
Financial Models
Market Analyses
Credit Risk Assessment
Compensation for this Role: $70/hr
Dexis is on a mission to help solve today's most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is "find a way or make a way" - that's how Dexis goes "all in." How will you?
If you are passionate about this opportunity, apply now!
Only those applicants who meet the above criteria will be contacted for interview.
Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law.
As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.
$70 hourly 18d ago
Credit Analyst - Infrastructure Finance
Federal Agricultural Mortgage Corporation 3.9
Credit analyst job in Washington, DC
Farmer Mac is looking to hire a driven, analytical, industry-focused and personable individual for a CreditAnalyst position on its renewable energy infrastructure portfolio management team. The position will support Farmer Mac's Infrastructure Finance team.
Team Summary
Farmer Mac's Infrastructure Finance team is a fast-paced, knowledgeable, mission-oriented team lending to organizations that finance renewable energy project finance transactions, power and utility entities and broadband companies, in addition to providing wholesale lending to a select group of financial institutions. Infrastructure Finance has delivered significant growth and is a crucial business in the execution of Farmer Mac's strategic plan. The segment's focus is on deepening existing client relationships, developing new customer relationships, and diversifying the products offered to clients.
Position Summary
The CreditAnalyst role will be responsible for supporting Farmer Mac's existing portfolio of complex renewable energy project finance loans to finance independent power projects, including loans to projects that are under construction or those that are operational, and construction bridge loans that monetize tax credits. CreditAnalyst will interact and coordinate closely with other members of the Infrastructure Finance team, which includes Credit Underwriting teams, Relationship Managers, and Portfolio Strategy & Analytics within our Renewable Energy, Broadband Infrastructure, and Power & Utilities business segments. Responsibilities include, but are not limited to, preparing and managing loan modification/consents/amendment requests, performing ongoing risk rating assessments and required reviews, loan refinancing transactions, legal document review, coordinating with loan operations on reviewing and processing borrowing and disbursement requests, interfacing with internal stakeholders, including Underwriting, Credit, Capital Markets, and Loan Operations. Additionally, this role will support underwriting of new loans, preparation of credit memos, performing and managing due diligence activities, industry and market analysis, preparing and/or reviewing complex cash flow project finance models, closing activities, and assist in the execution of loan purchases.
This role is expected to immediately contribute towards accelerating growth within Farmer Mac's Infrastructure Finance business and significantly contribute to Farmer Mac's strategic objectives and initiatives. Suitable candidates must be proactive self-starters, have the ability to work and complete various deals at multiple stages of development, work with minimal supervision and be active and efficient communicators, both written and oral.
Who You Will Work With
The Infrastructure Finance CreditAnalyst will be an integral part of the Infrastructure Finance team, reporting directly to the Portfolio Management Specialist - Infrastructure Finance and will have regular ongoing interactions with the Underwriters, Managing Directors within Infrastructure Finance, Capital Markets, Transaction Management, and internal and external advisors and legal counsel.
Where You Wil Work
The position can be based in Farmer Mac's Washington, DC or Johnston, IA, locations or remote. Farmer Mac embraces a Presence with Purpose work environment, which allows for flexibility of work location while providing the opportunity for teams to come together in the office with purpose. Work outside of core hours may be required for planned and unplanned activities to complete time sensitive projects or to attend off-site meetings or events.
Primary Responsibilities and Duties
* Support Infrastructure Finance loan performances and collaborate with key internal stakeholders, including Credit, Underwriters, and Relationship Managers.
* Collaborate with the Portfolio Strategy & Analytics and the Credit team to support strategic credit assessments of the portfolio, ensuring alignment with business strategies and performance goals as outlined in Farmer Mac's business plan.
* Work closely with Portfolio Strategy & Analytics to:
* Prepare and manage loan modification/consents/waivers/amendment requests, term conversion, legal document reviews,
* Coordinate with Loan Operations on reviewing and processing of borrowing and disbursement requests,
* Gather appropriate project information and documents for due diligence and provide support to credit underwriters, as necessary,
* Assist in creating management reports that include quarterly monitoring of portfolio deals as well as portfolio trends and statistics.
* Gather and assess industry information to understand macro impacts on the portfolio and individual transactions.
* Interact closely with Underwriting to support loan acquisitions in alignment with Farmer Mac policy and standards.
* Support risk rating assessment and ongoing management of loan portfolio and required reviews.
* Assist in underwriting analysis and credit approval memos when necessary.
* Work closely with the Managing Director of Renewable Energy in the development of policies and procedures that drive efficiencies across the business.
* Assist and support the ongoing development of loan administrative, operations and closing functions, and the implementation of infrastructure projects.
* Represent Farm Mac at industry conferences and individual lender visits.
* Support organization wide initiatives and processes to improve efficiency, productivity, sourcing and credit quality.
Professional Experience/Qualifications
* Bachelor's degree in accounting, finance, business administration, economics, engineering or related field.
* Fundamental understanding of finance and accounting, particularly energy finance, public accounting, banking, or related experience.
* Self-starter mentality with high intellectual curiosity.
Our compensation philosophy is targeted pay positioning relative to peers, our industry, and external markets. Farmer Mac is committed to a compensation program that will enable the organization to attract, motivate, reward, and retain highly skilled and creative talent to maintain sustained long-term performance and achieve the organization's strategic business objectives. Salary is competitive. The typical starting salary range for this position is between $60,000-$90,000, although wages can vary based on experience and geography, plus performance-based bonus and equity-based awards. Individual compensation will be commensurate with the candidate's experience.
$60k-90k yearly 29d ago
Credit Analyst
National Community Reinvestment Coalition Inc.
Credit analyst job in Washington, DC
About NCRC
The National Community Reinvestment Coalition is a network of organizations and individuals dedicated to creating a nation that not only promises but delivers opportunities for all Americans to build wealth and live well. We work with community leaders, policymakers and institutions to advance solutions and build the will to solve America's persistent racial and socio-economic wealth, income and opportunity divides, and to make a Just Economy a national priority and a local reality. This vision is the foundation of the Just Economy Pledge.
NCRC's unique mix of research, investigations, investments, media, grant-making, training, advocacy, litigation, lending, convening and facilitation strengthens communities of historic disinvestment, expands economic mobility, holds public and private institutions accountable for their impacts, and informs local and national leaders, policymakers and the private sector.
Established in 2007 and certified by the U.S. Treasury as a Community Development Financial Institution (CDFI) in 2012, NCRC Community Development Fund (NCRC CDF) is a 501(c)3 whose mission is to help bridge the racial wealth divide in America's underserved communities. NCRC CDF is a subsidiary of the National Community Reinvestment Coalition (NCRC).
NCRC CDF invests in affordable housing development and provides access to capital and business support services nationwide. We leverage our cultural competencies in support of small business sustainability and access to affordable housing across the country with an emphasis on Black, Latino, and low-income communities.
Position Overview
NCRC CDF is seeking an exceptional and detail-oriented CreditAnalyst Specialist to manage and oversee a high volume of small business and affordable housing loans. The ideal candidate will be an adept multi-tasker, goal-driven, and highly focused on ensuring loans are serviced accurately and timely. This role requires close collaboration with financial professionals and clients to maintain the integrity of loan servicing, payment processing, and account updates.
The CreditAnalyst Specialist will also be responsible for analyzing loans, preparing credit analysis for the loan committee, and conducting annual credit reviews. They will write credit memos and summaries with recommendations for loan officers. Additionally, the manager will track, analyze, and manage non-performing, underperforming, and delinquent loans, ensuring delinquency rates stay within policy standards.
Location
This position is based in Washington, DC near McPherson Square Metro as part of a hybrid environment with Tuesdays, Thursdays, and sometimes Wednesdays in the office.
Responsibilities
Loan Management: Set up and maintain files for small business and affordable housing loans
Payment Processing: Ensure timely and accurate processing of loan payments
Account Monitoring: Update insurance coverage, and account statuses, and track loan performance
Customer Service: Address borrower inquiries, resolve servicing issues, and provide account-related information
Credit Analysis & Reporting: Perform loan analysis, prepare credit reports, and present findings to the loan committee
Annual Loan Reviews: Conduct annual credit reviews and prepare memos with recommendations for loan officers
Client Relationship Management & Customer Service: Maintain strong client relationships by providing exceptional customer service throughout the loan process.
Financial Analysis & Loan Structuring: Spread financial information, calculate and analyze financial ratios, assist in loan structuring, and contribute to loan approval, renewal, and annual review documentation
Credit Risk Assessment & Compliance: Research and assess credit risk by evaluating credit history, analyzing credit data, recommending loan ratings, approving or denying loan modification requests, and ensuring adherence to loan policies
Collateral Inspections & Appraisals: Conduct collateral inspections, evaluations, and reviews of appraisals to ensure compliance with required standards
Tracking & Documentation: Oversee the tracking and timely request of necessary customer financial reporting documents to ensure ongoing loan monitoring
Reporting & Compliance Monitoring: Prepare and submit monthly/quarterly reports and monitor compliance with loan covenants, identifying non-compliance and recommending corrective actions as needed
Credit Analysis & Risk Rating Recommendations: Perform detailed analyses of new credit requests, credit change requests, renewals, and annual relationship reviews. Recommend risk rating adjustments based on thorough credit assessments
Credit Analysis & Service Delivery: Provide comprehensive and actionable credit analysis, ensuring efficient and timely service to loan officers and stakeholders
Risk Identification & Reporting: Report to the Risk Manager any findings that may adversely affect loan collateral or a borrower's ability to repay the loan, submitting required reports as necessary
Policy Adherence & Exception Reporting: Maintain up-to-date knowledge of lending policies and procedures, identifying and reporting any exceptions to policy
File Review & Quality Control: Ensure all credit files are complete, identify any documentation deficiencies, and collaborate with loan officers and credit administration to resolve issues promptly
Qualifications
3-5 years of loan servicing and portfolio management experience
Experience with financial spreading tools
Knowledge, Skills, and Attributes
Strong ability to understand and analyze financial data, including Balance Sheets, Income Statements, Cash Flow Statements, Financial Ratios, etc., and apply these skills effectively within the loan underwriting process
Highly organized, efficient, and capable of working independently with attention to detail to generate accurate reports
Applied knowledge of loan servicing and portfolio management, including an understanding of industry best practices and fundamentals
Strong grasp of basic financial principles and processes
Knowledge of federal, state, and local regulatory requirements governing loan servicing and underwriting
Ability to handle confidential information with integrity and professionalism
Exceptional analytical skills with a keen eye for detail
Excellent communication, negotiation, and interpersonal skills, with the ability to interact effectively with internal and external stakeholders
Capacity to multitask and perform under pressure to meet tight deadlines
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) with advanced expertise, and familiarity with additional software tools
How to Apply
Interested applicants may submit their cover letter and resume online at ************************** No phone calls/emails, please.
NCRC IS AN EQUAL-OPPORTUNITY EMPLOYER.
EEO/AA
M/F/D/V
$60k-98k yearly est. Auto-Apply 60d+ ago
Commercial Credit Analyst II
City First Bank 4.4
Credit analyst job in Washington, DC
WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The role will directly report to and support the Senior Credit Officer in management of the Bank's loan portfolio. This role will also assume responsibility for the more complex lending relationships in the portfolio, including occasional underwriting, and serves as a senior subject matter expert internally and externally. The Commercial CreditAnalyst II would handle all aspects of the relationships in the assigned portfolio including approvals, annual reviews, monitoring and watch reporting. The position will not have business development responsibilities; however, the individual must be able to recognize such opportunities and refer these to the appropriate area of the bank.
In addition to individual portfolio assignments, the position will assist the Senior Credit Officer in measurement and tracking of portfolio metrics. The individual will need to have a broad working knowledge of a credit portfolio including loan loss reserves, risk rating assignments, general loan accounting, and risk management. Attention to detail and ability to research and resolve issues as they arise is critical to the position as the individual will also work closely with the Senior Credit Officer and play a primary role in the bank's CECL methodology selection, development, and implementation process.
The position requires a demonstrated ability to work across multiple areas of the financial institution while providing competent, courteous, and professional customer service to external and internal customers. The successful individual in this position is one that thrives on high quality service, strong initiative using their accumulated knowledge and experience, problem solving, and an eagerness to adapt and develop new banking skills, e.g. CECL model development.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Portfolio Management - 40%
* Portfolio Management duties will include monitoring a portfolio of commercial loans risk rated of all ratings, perform analysis to determine the financial viability of the customer, develop and implement a strategy and plan for the collection of the loans. Coordinate with the relationship management team, attorneys, accountants and third-party guarantors during the monitoring/renewal or collection process.
* Assists with the identification of potential problem loans, recommends risk rating changes, and assumes responsibility for loans newly identified as criticized and classified problems loans with the goal to upgrade the risk rating of the loan to performing.
* Portfolio Manager must possess the ability to recognize revenue opportunities in the portfolio and to follow through on routine requests for credit or other bank services. There are no incremental sales targets; however, must ensure retention of existing clients and that credit needs are met to the extent the bank is comfortable.
Credit Support and Underwriting - 60%
* Credit Support duties will include analyzing and spreading the customer's financial information, assessing the collateral, performing a delinquency review, performing industry comparisons, assessing the risk rating, and preparing the business, personal and global debt service coverage ability. In addition, written presentations will be prepared that detail the findings of the analysis.
* Assists the DCCO with monthly management and Board reporting activities including research of items that present anomalies to the portfolio. Ability to manage time accordingly to produce necessary and accurate reporting is a priority.
* Work with the DCCO on the ongoing CECL implementation process and to assist in the management of the ALLL during the transition and required parallel tracking period. Individual will be responsible for the data integrity management portion of the CECL adoption and implementation.
Leadership and Supervision
* Creates an atmosphere within the organization that attains and maintains a high level of morale and embraces our Vision, Values, Mission, and Team Expectations while providing "best in class" customer service to internal and external clients.
* Contributes to the development and implementation of annual department goals and individual.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
* HS Diploma or equivalent
* Bachelor's Degree in Business Administration, Finance, Accounting, or related field required; 3 additional years of commercial credit underwriting and analysis experience may be substituted for bachelor's degree.
* 4+ years of commercial credit, financial statement analysis, portfolio management and customer service experience required
* Completion of formal or in-house credit training required
Preferred Education/Experience:
* Experience structuring and pricing loan transactions to achieve organizational goals preferred.
CERTIFICATIONS
* None required
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
* Knowledge of Microsoft Office suite and other (credit analysis) systems and a hands-on working knowledge of a bank core system, e.g. FIS, FiServ, etc. Strong ability to manage multiple projects simultaneously.
* Strong supervisory experience.
* Uncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.
* Experience with commercial, construction, and real estate loan underwriting, and broad understanding of the bank's balance sheet, e.g. ALLL.
* Solid knowledge of and skills in personal computer operation, word processing and spreadsheet software.
* Knowledge of related state and federal lending and compliance regulations and other bank lending policies.
Preferred Knowledge & Skills:
* Strong supervisory experience.
* Uncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.
* Organized, detail oriented, ability to articulate matters over the phone or in person, capable of working independently, can plan, set priorities, meet deadlines and work with little supervision while performing most duties
* Strong ability to interact pro-actively with all levels of the organization.
$54k-69k yearly est. 21d ago
Credit Manager II (Covered)
Bank of America Corporation 4.7
Credit analyst job in Washington, DC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Commercial Credit Manager (CCM) functions as the credit underwriting team leader for one or more markets, providing market leadership in partnership with the Market Executive (ME) and Treasury Solutions Manager (TSM). The CCM focuses on product and policy expertise while managing a credit underwriting team responsible for expanding and retaining both a Business Banking and Middle Market portfolio, generating revenue, driving profitability and delivering solutions that will lead to client satisfaction and loyalty. The CCM also oversees appropriate execution of credit solutions while optimizing risk and return, managing asset quality, and ensuring high quality underwriting that aligns with policy and procedures.
The CCM continually enhances team performance, develops future leaders and preserves the talent depth of the team by selecting new members, arranging appropriate training and development, coaching, managing performance, removing obstacles to ensure the team's success, and when appropriate, exporting talent. The CCM is responsible for establishing a diverse and inclusive workplace and focusing on employee and client satisfaction.
The CCM is accountable for leading and coaching his/her team to design and deliver integrated solutions, underwriting, structuring, and negotiating those solutions at the market level. CCM's partner closely with relationship management teammates in Global Commercial Banking and Business Banking to consult on sales opportunities and provide the product expertise necessary to deliver the best solution to the client. When required, the CCM participates in or leads enterprise projects and initiatives.
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
* Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
* Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
* Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
* People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
* Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
* Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
* Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
Skills:
* Coaching
* Decision Making
* Hiring and Onboarding
* Loan Structuring
* Underwriting
* Credit Documentation Requirements
* Oral Communications
* Prioritization
* Risk Management
* Written Communications
* Analytical Thinking
* Business Acumen
* Client Solutions Advisory
* Collaboration
* Executive Presence
Required Skills:
General Qualifications:
12+ years of Commercial Banking Credit Experience
3+ years' experience managing a credit team
Strong communication and negotiation skills
Ability to handle change and drive results
Executive Presence required
Minimum Education Requirement:
Bachelor's Degree required with Advanced Degree preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40