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Financial Analysis & Monitoring (FAM) Specialist is responsible for monitoring and managing the credit quality and data integrity of assigned GWIM credit relationships to facilitate a sound credit portfolio. Responsibilities include the timely delivery of technically accurate spreads and risk rating scorecards using in-depth analysis of personal financial statements and tax returns to ensure the timely follow-up of loan monitoring activities and annual exposure reviews. Also responsible for preparation of IFARs and FARs as assigned. Provides additional credit support to underwriting teams as requested.
Responsibilities:
Responsibilities include the timely delivery of technically accurate spreads and risk rating scorecards using in-depth analysis of personal financial statements and tax returns to ensure the timely follow-up of loan monitoring activities and annual exposure reviews
Responsible for preparation of IFARs and FARs as assigned. Provides additional credit support to underwriting teams as requested
Provides additional credit support to underwriting teams as requested
Required Qualifications:
2+ years’ experience in the commercial banking, private banking, leasing, or finance industry
Strong Written and Verbal Communication skills
Well organized and able to work independently, manage multiple assignments, and meet deadlines
Strong Leadership and Teamwork and ability to work with others
PC Proficiency including Excel, Word, Outlook and other applications
Desired Qualifications:
2+ years of Commercial or Private Banking Underwriting, credit analysis or equivalent
Bachelor’s Degree in Business Administration, Finance, Accounting, or Economics
Working knowledge of financial balance sheets
Skills:
Attention to Detail
Financial Accounting
Financial Analysis
Oral Communications
Prioritization
Problem Solving
Written Communications
Analytical Thinking
Collaboration
Critical Thinking
Data Management
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