A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more.
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A leading financial services firm located in Greenwich, Connecticut is seeking a Private Banker to provide holistic wealth management solutions. The ideal candidate will have over six years of experience in private banking and a strong network to acquire new clients. Responsibilities include managing client relationships and offering tailored investment advice. Applicants must hold a Bachelor's Degree and relevant licenses, with a focus on a superior client experience.
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$54k-132k yearly est. 4d ago
Credit Analyst II (US)
TDI 4.1
Credit analyst job in Melville, NY
Hours:
40
Pay Details:
$32.00 - $47.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Credit Management
Job Description:
The CreditAnalyst II is responsible for conducting in-depth industry and financial analysis of existing and potential borrowers. This job works cooperatively to support the Lending and Credit functions of the Bank.
Depth & Scope:
Responsible for financial analysis of moderately complex loans/industries/Customers
Works more independently but under the guidance and review of lead staff
Good understanding of loan risk factors
Researches industry specific information from outside sources, which may include conversation with Borrowers, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the Internet
Participates in Customer meetings and make direct inquiry for specific Customer information based on prior research, experience and knowledge (may require travel at times)
Integral part of loan origination process. Responsible for performing underwriting analysis of Borrower's character, credit worthiness and financial condition
Supports the lending function by providing analytical support
Prepares insightful and timely approval memorandums for presentation to appropriate lending and credit authorities
Thoroughly analyzes financial statements, management profiles, business and product cycles, cash flow ability, collateral, agings, etc. of future and existing Customers to identify trends, measure performance, assess financial strength and develop an assessment of credit risk
May prepare complete written analysis with appropriate recommendations for approval, denial and alternative structure when necessary
May maintain credit files, monitor data such as updated financial statements and prepare updated analysis memos
Monitors compliance with regulatory requirements
Provides written analysis that identifies any deviations from the Company Commercial Loan Policy and becomes familiar with alternative structures in order to reduce credit risk
Achieves operational performance standards in quality and timeliness
Education & Experience:
4 year degree or equivalent experience
2+ years related experience required
Developed knowledge of credit and financial analysis techniques.
Exhibits the ability to gather, consolidate, analyze and summarize data to provide well-considered recommendations on an increasingly independent basis.
Strong oral and written communication skills.
Strong analytical and research skills.
Developed PC skills including demonstrated proficiency and capability in word processing and spreadsheet software.
Ability to multi-task and meet deadlines.
Ability to maintain the confidentiality of credit and Customer information.
Good interpersonal skills and a team orientation.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.`
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$32-47.8 hourly Auto-Apply 23d ago
Senior Credit Analyst, Private Placements
Gnw
Credit analyst job in Stamford, CT
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day.
We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.
Our four values guide our strategy, our decisions, and our interactions:
Make it human. We care about the people that make up our customers, colleagues, and communities.
Make it about others. We do what's best for our customers and collaborate to drive progress.
Make it happen. We work with intention toward a common purpose and forge ways forward together.
Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.
POSITION TITLE
Senior CreditAnalyst, Private Placements
POSITION LOCATION
Stamford, CT
YOUR ROLE
The Senior CreditAnalyst will be a key member of the Private Placement team. This role requires utilization of fundamental credit research to evaluate investment opportunities and managing existing investment positions. This position will partner with other analysts covering similar sectors and develop holistic positions and strategies and will report to the Private Placements Team Leader.
What you will be doing
Conduct and support fundamental credit research on primarily investment grade and some high yield corporate bonds as member of the Private Placements team
Prepare timely, comprehensive written analysis and cogently present facts, analysis, conclusions, and recommendations on individual credits as part of the transaction underwriting process. Analysis to include total exposure, maturity, and relative value considerations.
Analyze transaction documents and work with internal and external counsel to evaluate covenants and structure
For existing portfolio credits, document and report on current credit views and recommendations by following and analyzing news, company financial reports and releases, rating agency actions, analyst publications and other industry or company information.
Make recommendations on and timely respond to amendment and waiver requests
Share knowledge - both verbally and in writing -- regarding ongoing individual credit or sector developments with members of Private Placements and Genworth Investments
Interact with rating agencies, sell-side analysts and other independent sources to obtain external views on individual credits or industries
Accountable for adhering to control requirements and addressing audit inquiries in a timely manner
Develop and maintain relationships with Genworth's private placement dealer coverage and issuer management
Actively contribute to department or division-wide projects and process improvement efforts
What you bring
Bachelor's degree
7 - 10 years corporate credit research experience or related experience
Experience and demonstrated ability in analyzing corporate financial statements
Understanding of deal documentation and structure with the ability to incorporate covenants and structure as an integral component of the underwriting process
Strong written and verbal communication skills and the ability to present effectively and influence both Investments leadership and broader groups
Strong functional capability with Microsoft Excel, PowerPoint and Word applications as well as Bloomberg analytics
Understanding of fixed income mathematics
Solid decision-making skills regarding core credit responsibilities, requiring only limited guidance and oversight
Ability to positively influence other members of Private Placement and Investments Leadership
Nice to have
MBA or equivalent degree
Strong knowledge of REITs, real estate and diversified funds
Ability to demonstrate a combination of leadership potential and very strong credit skills
Demonstrated willingness and ability to flex beyond core role to lead projects or process improvements
Employee Benefits & Well-Being
Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives.
Competitive Compensation & Total Rewards Incentives
Comprehensive Healthcare Coverage
Multiple 401(k) Savings Plan Options
Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
Disability, Life, and Long Term Care Insurance
Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
Caregiver and Mental Health Support Services
ADDITIONAL
At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
For the State of New York: The base salary pay range for this role starts at a minimum rate of $112,900 up to the maximum of $214,600. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 60% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.
$112.9k-214.6k yearly Auto-Apply 60d+ ago
Credit Analyst
Verition Group LLC
Credit analyst job in Greenwich, CT
CreditAnalyst Team: Convertibles
Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.
Role Summary:
We are seeking a highly motivated and detail-oriented CreditAnalyst to join a Convertibles team in Greenwich, CT. The ideal candidate will bring 3-10 years of dedicated credit experience, gained at a buy-side credit fund, hedge fund, private credit platform, or an investment bank leveraged finance group. This hire will support the portfolio manager and contribute to sourcing and active management of convertible bond investments. This role is designed for individuals with a strong academic background and a proven track record of excellence.
Key Responsibilities:
Conduct credit analysis for convertible issuers across all sectors and support the integration of credit insights into convertible strategies.
Build and maintain detailed financial models, scenario analyses, capital structure reviews, and covenant analyses.
Evaluate business quality, competitive positioning, management strength, and industry dynamics.
Stay current on market trends, macroeconomic factors, and sector developments impacting the convertibles book.
Track portfolio company performance, liquidity, covenant compliance, and upcoming catalysts.
Monitor portfolio risk exposures and recommend adjustments where appropriate.
Partner with trading, compliance, and operations teams to ensure seamless execution.
Develop and refine an investment framework under the mentorship of the Portfolio Manager.
Qualifications:
3-10 years of dedicated credit experience gained at a buy-side credit fund, hedge fund, private credit platform, or investment bank leveraged finance group.
Strong academic background.
Exceptional written and verbal communication skills.
High level of intellectual curiosity, strong work ethic, and keen attention to detail.
Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.
$59k-95k yearly est. Auto-Apply 8d ago
Credit Analyst
The Bank of Princeton 4.0
Credit analyst job in Fort Lee, NJ
The Bank of Princeton has exciting career opportunities! Our goal to hire and retain talented people with engaging personalities and strong work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. As a Bank, we believe in investing in the right places. Especially when it comes to our employees. Our assets are our people. The Bank of Princeton has programs to help our employees grow in the community we serve. If you are a creative thinker interested in career growth, development and exceeding customer expectations, I am looking for you.
We are always seeking top talent in Credit Administration as a CreditAnalyst/Underwriter.
The ideal candidate should have three or more years of experience in Commercial Lending preparing full and complete underwriting packages for commercial real estate and business loan requests, including but not limited to credit, financial, risk and market analysis.
Must be able to analyze personal financial statement, corporate financial statements, federal tax returns, and other financial reports as required by specific loan request.
Compensation includes a base salary commensurate with experience, excellent benefits including 401K, healthcare and a host of others. The Bank is expanding not only in New Jersey, New York and in Philadelphia and is one of the fastest growing institutions in New Jersey. It is noted as one of the top 50 fastest growing companies in NJ.
The Bank of Princeton is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Disabled/Sexual Orientation.
$58k-83k yearly est. 13d ago
Associate Credit Officer
Mitsubishi HC Capital America Inc.
Credit analyst job in Norwalk, CT
This individual will be responsible for supporting the origination, structuring and execution of transactions, including private credit, project finance and asset-based lending. Assists in the preparation of prescreen and deal approval memos, transaction structuring, due diligence, financial modeling, documentation review, and transaction closing.
Commitment to Internal Control:
The incumbent accepts the responsibility for establishing and maintaining the internal control system associated with the essential duties and responsibilities of the functional areas that the incumbent manages.
Essential Duties and Responsibilities:
(List in order of time spent)
Have a clear understanding of MHCA's credit policies and operational procedures.
Evaluate new business transactions on a timely basis in collaboration with the origination teams.
Specific underwriting focus based on prior experience, preferably in private credit, project finance and/or asset-based lending. The incumbent is expected to become familiar with all three segments over time.
Assist in preparation and preparation of initial prescreen memo, including company overview, financial analysis, valuation work, and diligence items.
Coordinate with sponsor contacts, borrower management team, agent banks, transaction advisors, external counsel, and other third-party resources as part of the diligence and documentation processes.
Contribute to the preparation of a comprehensive underwriting memo, including leading the financial modeling and sensitivity analysis, as well as documentation of compliance with underwriting guidelines and preparation of the obligor rating.
Participate in presentation of the approval memo to delegation holders, including credit committee.
Monitor trends across targeted industry sectors to support deal origination.
Proactively monitor obligor financial performance and identify any adverse trends to senior management.
Work with portfolio manager to onboard new clients for funding procedures and reporting requirements.
Assist portfolio managers in reviewing credit amendment requests for existing clients.
Manage Salesforce records and information files for pipeline transactions.
KPI's (Key Performance Indicators):
Deals evaluated;
Deals completed (Fundings, Assets, and Fee Income);
Credit analysis quality;
Portfolio performance.
Management/Supervisory Responsibilities:
Not applicable
Responsibility and Decision-Making Authority:
Credit assessment, structure, and transaction communication needs to be within company prepared guidelines.
Act independently; Decision-making within Company policy.
Qualifications:
Knowledge, Skills, and Abilities:
Extensive knowledge of credit evaluation, financial, collateral, and cash flow analysis.
Advanced skills in cash flow modeling for either corporate or project finance transactions.
Knowledge of structuring, underwriting, and documentation practices related to asset-based lending, private credit or project finance.
Advanced technical skills (Excel, PowerPoint, Word, etc.)
Excellent verbal and written communication skills.
Understanding of multiple industry dynamics and how economic conditions impact credit quality and structure.
Time Management: ability to organize and manage multiple priorities and complete on a timely and accurate basis.
Competencies:
Thinking Skills
Analytical ability
Ability to synthesize
Problem-solving
Communications
Ability to transmit information
Ability to listen
Interpersonal Relationships
Ability to work in a Team
Technical and Professional
Detail-oriented
Ability to work independently
Personal Qualities
Action-oriented
Resilient
Adaptability
Self-starter
Entrepreneurship
Business Acumen
Client-oriented
Education and Experience:
Bachelor's degree from a four-year college or university
CFA candidate Level II/III or charter holder preferred
Formal credit training, including financial modeling training (corporate finance or project finance)
3+ years of experience in commercial lending.
Licensing and Certification:
Not applicable
Tools and Equipment Used:
Personal computer, copier, phone, and other typical office equipment
Working Hours:
Hours may vary and will require some evening work; frequently requires working 40-45 hours/week depending on business needs
Travel:
Occasional travel related to transactions and attendance at industry seminars.
Physical Demands:
Digital dexterity and hand/eye coordination in operation of office equipment
Light lifting and carrying of supplies, files, etc.
Ability to speak to and hear customers and/or other employees via phone or in person
Body motor skills sufficient to enable incumbent to move from one office location to another
The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.
The position is exempt and the salary will be between $90,000.00 and $160,000.00 with an opportunity to earn a discretionary annual bonus.
The salary range is determined and based on internal equity, market data/ranges, applicant's skills, prior relevant experience and education.
Additional benefits:
- Medical, Dental, and vision plans
- 401(k) and matching
- Paid Time Off
- Company Paid Life Insurance
- Employee Assistance Program
- Training and Development Opportunities
- Employee Discounts
$90k-160k yearly 9d ago
Credit Analyst
Bogota Savings Bank
Credit analyst job in Teaneck, NJ
Full-time Description About Us
Bogota Savings Bank has been a community-anchored financial institution since 1893. Originally established as Bogota Savings and Loan, we converted to a State Mutual Savings Bank in 1996 and later merged with Gibraltar Bank in 2021, expanding our footprint into Essex and Morris counties.
We believe banking should be personal, local, and reliable. Our mission is to provide excellent customer service, affordable and efficient banking solutions, and superior product offerings to our customers across New Jersey. Whether it's through our full-service branches, surcharge-free ATM network, or modern digital banking tools, we serve our communities with integrity, care, and responsiveness.
About the Role
As a CreditAnalyst, you will play a critical role in supporting the Lending team by analyzing financial data, loan documentation, and risk profiles of current and prospective borrowers. Reporting to the Chief Lending Officer, you will ensure that credit decisions are informed, compliant, and aligned with the Bank's standards. This role provides an opportunity to interact with commercial real estate clients as a secondary point of contact, contributing directly to sound lending practices and strong client relationships.
Requirements Key Responsibilities
Gather, analyze, and interpret credit information, leases, real estate appraisals, and investigative reports to assess creditworthiness of borrowers.
Prepare comprehensive credit analysis packages and loan requests for review by the Internal Loan Committee.
Review and monitor Commercial Real Estate Loan documentation at inception and throughout the loan lifecycle, including annual reviews.
Assign and update credit risk ratings, ensuring timely tracking of reports, appraisals, and financial statements.
Draft correspondence with clients to request financial information and support loan processing.
Enter loan details into departmental systems, preparing recommendations for term sheets and loan offerings.
Maintain compliance with all lending policies, regulatory requirements, and the Bank Secrecy Act/CIP procedures.
About the Candidate
You are detail-oriented, analytical, and highly organized. You enjoy working with financial data and take pride in accuracy and thoroughness. You balance technical expertise with strong communication skills, building trust with colleagues and clients alike. You thrive in a structured environment, adhering to regulatory standards while contributing to a client-focused lending process.
Knowledge, Skills and Experience
Associate's degree or equivalent; bachelor's degree in finance, accounting, or related field preferred.
Minimum of 2 years of banking experience with formal credit training.
Strong knowledge of Microsoft Excel and Word; familiarity with lending software systems preferred.
Excellent written and verbal communication skills.
Ability to interpret financial statements, credit reports, and appraisal documentation.
Strong organizational and time management skills with attention to detail.
Core Competencies
Manages Complexity - You make sense of complex and sometimes contradictory information, applying structured analysis to support sound credit decisions.
Financial Acumen - You use financial data and indicators to inform lending recommendations and ensure alignment with business goals.
Customer Focus - You build and maintain strong client relationships while delivering solutions that meet client and organizational needs.
Ensures Accountability - You take ownership of your work, ensuring accuracy, compliance, and timely completion of credit analyses.
Collaborates - You work effectively across teams, supporting colleagues and contributing to shared success.
Salary Description $40,000 - $70,000 Depending On Experience
$40k-70k yearly 60d+ ago
Risk Management - Lead Credit Officer
JPMC
Credit analyst job in Uniondale, NY
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and using your expert judgment to solve real-world challenges that impact our company, customers, and communities.
As a Lead Credit Officer within the Credit Risk team, you will play a critical role in evaluating and identifying risks, as well as interpreting data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests. You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1MM to $25MM+. You will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship.
Job Responsibilities:
Oversee all aspects of credit analysis on commercial real estate/multifamily loans.
Evaluate and manage risks in complex transactions.
Serve as a back-up mentor for more junior CreditAnalysts and Credit Officers
Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal.
Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements.
Apply data analysis techniques to interpret results and provide insights and recommendations to management.
Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools.
Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge.
Required Qualifications, Capabilities, and Skills:
Minimum 7+ years of experience in commercial real estate lending, credit analysis, or loan workouts.
Thorough understanding of multifamily real estate property valuations and cash flow analysis.
Excellent financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements.
Demonstrated success in thriving within a fast-paced, collaborative environment while maintaining a high level of attention to detail.
Excellent verbal/written communication and problem-solving skills.
Ability to prioritize, plan, and manage people and processes to complete credit analysis and other assignments as needed.
Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems.
Preferred Qualifications, Capabilities, and Skills:
Bachelor's degree in accounting, finance, economics, or real estate is preferred.
Familiarity with regional markets and municipal regulations.
Advanced degree in a related field.
Experience with proprietary credit risk management tools.
$132k-201k yearly est. Auto-Apply 60d+ ago
Senior Credit Analyst/Senior Underwriter
Libertas Funding
Credit analyst job in Greenwich, CT
SENIOR UNDERWRITER/SENIOR CREDITANALYST
ABOUT THE COMPANY:
Libertas Funding, LLC, located in Greenwich, CT, is a dynamic fintech specialty finance firm committed to providing small and medium-sized businesses access to essential capital to fund their future. Building on more than 100 years of combined financial industry experience, we keep our clients at the forefront of funding with innovative solutions tailored to their unique circumstances. Invested in relationships, we strive to be a trusted partner that businesses can count on to help them achieve more today and tomorrow. If you aspire to achieve more in your work, then Libertas is the place for you.
ABOUT THE ROLE:
As part of the Credit Team, you will analyze application data including financial statements, bank statements, credit card statements, business/personal credit & due diligence platforms. You will evaluate Business applicants credit worthiness in accordance with company underwriting guidelines, across Libertas portfolio of products, and speak with customers to understand their funding needs. Using background due diligence to evaluate credit risk you will create structured products to tailor needs of the client. Perform accurate analysis of any applicant file with any degree of difficulty and effectively transmit underwriting decision to relationship managers both orally and in writing. You will provide technical and analytical guidance in gathering and analyzing financial information and interface with Senior Management to discuss underwriting and risk decisions and strategies.
The successful candidate will have the following:
3+ years of experience in MCA underwriting OR 2+ years in Commercial Banking Underwriting
Proficient knowledge in underwriting functions, an in-depth understanding of credit reports, income statements, balance sheets and tax returns
Advanced problem-solving skills and excellent communications and interpersonal skills.
Bachelor's degree.
Studies focused in Accounting, Finance, Economics, or a related discipline a plus.
Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, and competitive analysis and projections.
Proficiency with Excel and data interpretation are a must; familiarity with Adobe and CRM platforms would be a plus.
Proficiency in Microsoft Office Suite, especially Excel required.
Our ideal candidate will be someone who:
Has commitment to integrity, excellence, accountability, customer service, and teamwork.
Has a strong work ethic, and an eagerness to learn.
Who has good interpersonal skills, attention to detail and a genuine commitment to the success of the team.
Feels empowered to help solve escalated issues and work towards making a wrong a right.
Has the ability to work in a high frequency environment.
Is technically minded.
Is flexible and adaptable to change.
Has strong communication skills.
Has positive outlook always.
Can multitask at a very high level and maintain multiple deadlines.
Libertas Funding, LLC participates in E-Verify.
Libertas Funding, LLC will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis.
Libertas Funding, LLC provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by the federal, state, or local laws.
$74k-109k yearly est. Auto-Apply 60d+ ago
Commercial Credit Analyst
Simpleciti
Credit analyst job in Garden City, NY
SimpleCITI Companies, Hiring for Commercial CreditAnalyst
SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation.
Our real estate verticals include:
SimpleCITI (Private Equity Real Estate)
SimpleADVISORY (Investment Advisory)
SimpleMANAGE (Property Management)
SimpleBRICKS (Development)
SimpleBROKER (Brokerage & Leasing)
Job Description:
SimpleCREDIT is seeking a detail-oriented and execution-driven Residential CreditAnalyst to join our growing credit team. In this high-impact role, you will evaluate, structure, and manage short-term bridge and construction loans across residential transitional assets including ground-up development, rehab, and multifamily projects.
You'll work directly with the founder and capital partners, applying institutional-level discipline to credit analysis while operating with the speed and flexibility of a boutique lender. This is an opportunity to shape the credit infrastructure of a next-generation private lending platform.
Loan Evaluation & Underwriting
Analyze borrower profiles, market conditions, project budgets, and exit strategies
Underwrite loans for rehab, rental, and ground-up residential projects
Conduct detailed financial modeling, including pro formas, comp analysis, and budget reviews
Evaluate creditworthiness and collateral strength using LTAIV, LTC, LTARV, and other key metrics
Draft concise investment memoranda for internal and capital partner review
Due Diligence & Structuring
Order and review appraisals, title reports, insurance, contractor profiles, and other third-party reports
Recommend loan terms and structures aligned with SimpleCREDIT's risk parameters and credit box
Collaborate with legal counsel to ensure compliance with underwriting standards and documentation
Assist in setting covenants and draw schedules for construction and rehab loans
Closing & Process Execution
Coordinate closing activities with borrowers, legal teams, title companies, and internal stakeholders
Ensure timely, accurate documentation and information flow from term sheet to funding
Maintain loan files, data integrity, and communication logs throughout the loan lifecycle
Platform Development & Internal Ops
Help build and refine underwriting SOPs, loan grading systems, and credit workflows
Identify operational inefficiencies and suggest process improvements
Contribute to the development of reporting templates and risk management tools
Requirements
2-6 years of experience in private lending, real estate credit, or fix-and-flip underwriting
Proficient in Excel with ability to build models from scratch
Deep understanding of credit metrics: LTV, LTC, ARV, DSCR, etc.
Experience reviewing appraisals, title reports, scopes of work, and borrower financials
Strong written communication skills and ability to clearly articulate credit decisions
Highly organized, proactive, and execution-oriented
Bonus: Experience with LendingPad, Liquid Logics, or other LOS/LMS systems
Bonus: Familiarity with NY/NJ/CT/PA markets or licensure as MLO or real estate agent
$62k-91k yearly est. 6d ago
Credit Analyst II (US)
TD Bank 4.5
Credit analyst job in Melville, NY
Hours: 40 Pay Details: $32.00 - $47.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Credit Management
Job Description:
The CreditAnalyst II is responsible for conducting in-depth industry and financial analysis of existing and potential borrowers. This job works cooperatively to support the Lending and Credit functions of the Bank.
Depth & Scope:
* Responsible for financial analysis of moderately complex loans/industries/Customers
* Works more independently but under the guidance and review of lead staff
* Good understanding of loan risk factors
* Researches industry specific information from outside sources, which may include conversation with Borrowers, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the Internet
* Participates in Customer meetings and make direct inquiry for specific Customer information based on prior research, experience and knowledge (may require travel at times)
* Integral part of loan origination process. Responsible for performing underwriting analysis of Borrower's character, credit worthiness and financial condition
* Supports the lending function by providing analytical support
* Prepares insightful and timely approval memorandums for presentation to appropriate lending and credit authorities
* Thoroughly analyzes financial statements, management profiles, business and product cycles, cash flow ability, collateral, agings, etc. of future and existing Customers to identify trends, measure performance, assess financial strength and develop an assessment of credit risk
* May prepare complete written analysis with appropriate recommendations for approval, denial and alternative structure when necessary
* May maintain credit files, monitor data such as updated financial statements and prepare updated analysis memos
* Monitors compliance with regulatory requirements
* Provides written analysis that identifies any deviations from the Company Commercial Loan Policy and becomes familiar with alternative structures in order to reduce credit risk
* Achieves operational performance standards in quality and timeliness
Education & Experience:
* 4 year degree or equivalent experience
* 2+ years related experience required
* Developed knowledge of credit and financial analysis techniques.
* Exhibits the ability to gather, consolidate, analyze and summarize data to provide well-considered recommendations on an increasingly independent basis.
* Strong oral and written communication skills.
* Strong analytical and research skills.
* Developed PC skills including demonstrated proficiency and capability in word processing and spreadsheet software.
* Ability to multi-task and meet deadlines.
* Ability to maintain the confidentiality of credit and Customer information.
* Good interpersonal skills and a team orientation.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.`
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$32-47.8 hourly Auto-Apply 42d ago
Commercial Credit Analyst
Simpleciti Companies
Credit analyst job in Garden City South, NY
SimpleCITI Companies, Hiring for Commercial CreditAnalyst
SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation.
Our real estate verticals include:
SimpleCITI (Private Equity Real Estate)
SimpleADVISORY (Investment Advisory)
SimpleMANAGE (Property Management)
SimpleBRICKS (Development)
SimpleBROKER (Brokerage & Leasing)
Job Description:
SimpleCREDIT is seeking a detail-oriented and execution-driven Residential CreditAnalyst to join our growing credit team. In this high-impact role, you will evaluate, structure, and manage short-term bridge and construction loans across residential transitional assets including ground-up development, rehab, and multifamily projects.
You'll work directly with the founder and capital partners, applying institutional-level discipline to credit analysis while operating with the speed and flexibility of a boutique lender. This is an opportunity to shape the credit infrastructure of a next-generation private lending platform.
Loan Evaluation & Underwriting
Analyze borrower profiles, market conditions, project budgets, and exit strategies
Underwrite loans for rehab, rental, and ground-up residential projects
Conduct detailed financial modeling, including pro formas, comp analysis, and budget reviews
Evaluate creditworthiness and collateral strength using LTAIV, LTC, LTARV, and other key metrics
Draft concise investment memoranda for internal and capital partner review
Due Diligence & Structuring
Order and review appraisals, title reports, insurance, contractor profiles, and other third-party reports
Recommend loan terms and structures aligned with SimpleCREDIT's risk parameters and credit box
Collaborate with legal counsel to ensure compliance with underwriting standards and documentation
Assist in setting covenants and draw schedules for construction and rehab loans
Closing & Process Execution
Coordinate closing activities with borrowers, legal teams, title companies, and internal stakeholders
Ensure timely, accurate documentation and information flow from term sheet to funding
Maintain loan files, data integrity, and communication logs throughout the loan lifecycle
Platform Development & Internal Ops
Help build and refine underwriting SOPs, loan grading systems, and credit workflows
Identify operational inefficiencies and suggest process improvements
Contribute to the development of reporting templates and risk management tools
Requirements
2-6 years of experience in private lending, real estate credit, or fix-and-flip underwriting
Proficient in Excel with ability to build models from scratch
Deep understanding of credit metrics: LTV, LTC, ARV, DSCR, etc.
Experience reviewing appraisals, title reports, scopes of work, and borrower financials
Strong written communication skills and ability to clearly articulate credit decisions
Highly organized, proactive, and execution-oriented
Bonus: Experience with LendingPad, Liquid Logics, or other LOS/LMS systems
Bonus: Familiarity with NY/NJ/CT/PA markets or licensure as MLO or real estate agent
$62k-91k yearly est. Auto-Apply 60d+ ago
Credit & Collections Analyst
Creative Financial Staffing 4.6
Credit analyst job in Shelton, CT
Credit & Collections Analyst - Manufacturing | Shelton, CT | Onsite
Join a stable and growing manufacturing company with a strong reputation for quality, innovation, and employee satisfaction. We're looking for a detail-oriented and collaborative Credit & Collections Analyst to join the finance team and play a key role in maintaining the company's financial health.
Starting pay rate: $27/hour
What You'll Do:
Manage credit risk by analyzing customer creditworthiness and setting appropriate credit limits
Monitor aging reports and proactively follow up on outstanding receivables
Partner with internal teams (sales, customer service, finance) to resolve billing issues and ensure timely collections
Review and release sales orders based on credit policies
Maintain and update customer records and documentation
Support month-end close and reporting activities related to AR and collections
What We're Looking For:
2+ years of experience in credit and collections, preferably within a manufacturing or B2B environment
Strong analytical and communication skills
Ability to work both independently and cross-functionally in a fast-paced environment
Proficiency in Excel and ERP systems (SAP, Oracle, or similar a plus)
High attention to detail with a customer-focused mindset
Why Apply?
Work for a well-established, privately held company with long-term career potential
Be part of a collaborative, team-oriented culture
Competitive compensation and comprehensive benefits package
A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career.
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$54k-132k yearly est. 3d ago
Senior Private Banker & Wealth Advisor
U.S. Bankruptcy Court-District of Ct
Credit analyst job in Danbury, CT
A leading financial institution is seeking a Private Banker in Connecticut to manage client relationships and advise on wealth management strategies. Responsibilities include advising on investment management, financial planning, and generating new business. Required qualifications include a Bachelor's Degree and licenses (Series 7, 66). This role offers a competitive compensation package including health benefits and opportunities for professional development.
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As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real‐world challenges that impact our company, customers and communities.
As a Credit Officer in Portfolio Management, you should be proficient with commercial real estate finance concepts/principles and their application to various property types. Incumbents will complete reviews on properties and borrowers to derive appropriate risk ratings and evaluate expected future performance.
Job responsibilities
Complete annual reviews on properties and borrowers to derive at appropriate risk ratings.
Review annual property operating statements, rent rolls, and local market conditions to determine overall property performance and identify potential risk of default.
Document and support concluded risk ratings.
Interact with Borrowers, Credit Executives, and other parties to obtain applicable data to perform a complete analysis.
Excel in teamwork, which may include training of incoming Credit Officers.
Required qualifications, capabilities, and skills
Bachelor's Degree or equivalent experience.
At least 2 years of experience with credit analysis and review of commercial real estate loans.
Previous experience in portfolio management, loan risk grading/ risk assessment.
Strong organizational and time‐management skills ‐ ability to multitask, prioritize, and work with others in an integrated way to achieve individual objectives and team results.
Excellent written and verbal communication skills.
Proficiency in Microsoft desktop tools including Word, Excel, Power Point and able to quickly acclimate to proprietary systems.
$132k-201k yearly est. Auto-Apply 60d+ ago
Sr. Credit Analyst
Mitsubishi HC Capital America Inc.
Credit analyst job in Norwalk, CT
is located in Flower Mound, TX, Itasca, IL or Norwalk, CT.
The Senior CreditAnalyst - Inventory Finance, is a commercial credit (dealer floorplan) underwriting role that contributes to underwriting of all transaction sizes, has a critically important function to review and process transactions within their earned credit authority and present transactions for total exposures exceeding earned credit authority to senior management across all verticals. Candidate should have broad commercial lending experience in a variety of asset classes with demonstrated success in working in a fast paced, high growth environment
Commitment to Internal Control:
The incumbent accepts the responsibility for establishing and maintaining the internal control system associated with the essential duties and responsibilities of the functional areas that the incumbent manages.
Essential Duties and Responsibilities:
Underwrite, prepare detailed, thorough credit memos presenting the credit request with appropriate risks and mitigants and decision transactions within earned credit authority Present transactions that exceed earned credit authority to senior management.
Review and spread financials/tax returns to provide formative analysis regarding performance and trends. Familiarity with Moody's Financial/Risk Analysis or a comparable financial spreading tool is important to assist with underwriting analysis.
Provide articulate, thoughtful, and effective communication when discussing transactions with Sales, Dealers, as well as with internal clients such as the Operations department.
Obtain & analyze public and private information such as Dun & Bradstreet reports, Paynet reports, Secretary of State corporate name verifications, Credit Bureau reports etc.
Knowledge of UCC perfection process, reviewing UCC searches to determine priority, understanding and ability to negotiate intercreditor agreements and other legal documentation.
Research industries, markets, and equipment as necessary.
Ability to work independently to complete assigned new business requests, increases and/or annual reviews.
Performs other related duties as assigned by management.
KPI's (Key Performance Indicators):
Underwrite and decision transactions.
Obtain and analyze public and private information.
Provide best in class service to internal and external customers
Responsibility and Decision-Making Authority:
Act independently; Decision-making within Company policy.
Management/Supervisory Responsibilities:
N/A
Qualifications:
Minimum 4 years of commercial underwriting experience (not consumer or mortgage) with a bank or other financial institution.
Experience in underwriting commercial dealer floorplan requests across number of industries within transportation, equipment finance, construction, other assets classes
Competencies:
Adapts to changes in the work environment.
Collects and researches data.
Excellent written and verbal communication skills.
Education and Experience:
4 - year bachelor's degree required with a major in finance or management preferred.
Licensing and Certification:
N/A
Tools and Equipment Used:
Personal computer, copier, phone, and other typical office equipment
Working Hours:
Hours may vary and may require some evening work; frequently requires working 40-45 hours/week depending on business needs.
Travel:
Occasional travel related to attendance at industry seminars or to visit with dealers or equipment manufacturers.
Physical Demands:
Digital dexterity and hand/eye coordination in operation of office equipment
Light lifting and carrying of supplies, files, etc.
Ability to speak to and hear customers and/or other employees via phone or in person.
Body motor skills sufficient to enable incumbent to move from one office location to another.
This role is considered exempt, and the salary will range between $76,600 - $89,757 with an opportunity to earn a discretionary annual bonus.
The salary range is determined and based on internal equity, market data/ranges, applicant's skills, prior relevant experience, and education.
Additional Benefits:
Medical, Dental and Vision Plans
401(k) and matching
Generous Paid Time Off
Company paid Life Insurance
Employee assistance program
Training and Development Opportunities
Employee discounts
The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.
$76.6k-89.8k yearly 8d ago
AR Analyst
Creative Financial Staffing 4.6
Credit analyst job in Mount Vernon, NY
Accounts Receivable (AR) Analyst
About Us: Join a fast-growing Consumer Packaged Goods (CPG) company dedicated to delivering quality products to our customers. We pride ourselves on a collaborative, team-oriented culture where every employee can make an impact.
Role Overview:
We are seeking a detail-oriented Accounts Receivable Analyst to manage customer accounts, streamline billing processes, and support collections. This role is critical to maintaining accurate financial records and ensuring timely cash flow.
Key Responsibilities:
Prepare and send accurate invoices to customers on a timely basis.
Monitor accounts receivable aging and follow up on overdue balances.
Reconcile AR subledger to the general ledger and assist with month-end close activities.
Resolve billing discrepancies and respond to customer inquiries professionally.
Generate AR reports and provide insights to management.
Collaborate with sales and operations teams to improve billing and collections processes.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field preferred.
2+ years of AR experience, preferably in a CPG, wholesale, or distribution environment.
Proficiency in accounting software (NetSuite, QuickBooks, Sage Intacct, or similar) and Microsoft Excel.
Strong attention to detail, organizational skills, and ability to meet deadlines.
Excellent communication and problem-solving abilities.
Why You'll Love Working Here:
Hybrid work flexibility
Health, dental, and retirement benefits
Opportunity for growth in a dynamic CPG environment
Collaborative and supportive team culture
$42k-56k yearly est. 2d ago
Risk Management - Lead Credit Officer - Vice President
Jpmorgan Chase 4.8
Credit analyst job in Uniondale, NY
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and using your expert judgment to solve real-world challenges that impact our company, customers, and communities.
As a Lead Credit Officer within the Credit Risk team, you will play a critical role in evaluating and identifying risks, as well as interpreting data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests. You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1MM to $25MM+. Additionally, you will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship.
**Job Responsibilities:**
+ Oversee all aspects of credit analysis on commercial real estate/multifamily loans.
+ Evaluate and manage risks in complex transactions.
+ Serve as a back-up mentor for more junior CreditAnalysts and Credit Officers
+ Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal.
+ Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements.
+ Apply data analysis techniques to interpret results and provide insights and recommendations to management.
+ Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools.
+ Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge.
**Required Qualifications, Capabilities, and Skills:**
+ Minimum 7 years of experience in commercial real estate lending, credit analysis, or loan workouts.
+ Thorough understanding of multifamily real estate property valuations and cash flow analysis.
+ Excellent financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements.
+ Demonstrated success in thriving within a fast-paced, collaborative environment while maintaining a high level of attention to detail.
+ Excellent verbal/written communication and problem-solving skills.
+ Ability to prioritize, plan, and manage people and processes to complete credit analysis and other assignments as needed.
+ Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems.
**Preferred Qualifications, Capabilities, and Skills:**
+ Bachelor's degree in accounting, finance, economics, or real estate is preferred.
+ Advanced degree in a related field.
+ Experience with proprietary credit risk management tools.
+ Familiarity with regional markets and municipal regulations.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Uniondale,NY $133,000.00 - $240,000.00 / year; New York,NY $133,000.00 - $240,000.00 / year
How much does a credit analyst earn in Stamford, CT?
The average credit analyst in Stamford, CT earns between $47,000 and $118,000 annually. This compares to the national average credit analyst range of $40,000 to $93,000.
Average credit analyst salary in Stamford, CT
$75,000
What are the biggest employers of Credit Analysts in Stamford, CT?
The biggest employers of Credit Analysts in Stamford, CT are: