SFG Credit Analyst

TITLE: SFG Credit Analyst

DEPARTMENT: Specialty Finance Group

JOB SUMMARY:

The SFG Credit Analyst is responsible for providing support to the SFG Credit Manager by performing a variety of administrative, analytical, and reporting tasks related to the management of the SFG credit portfolio.

ESSENTIAL FUNCTIONS:

• Manage the SFG construction draw review process, including reviewing submitted draw requests, packaging approval requests, and working with SFG Admin to process draws and disburse funds.
• Manage the portfolio tracking process, including gathering and entering data in the financial statement, borrowing base, covenant, marketable securities, and guidance line tracking reports; barcoding financial statements and preparing, reviewing, and distributing the monthly tracking report.
• Assist the SFG team with underwriting, including project and financial analysis of new project requests.
• Interact and collaborate with loan administrative staff and/or loan officers to provide timely responses to internal and external customer inquiries and servicing needs.  
• Assist the SFG Credit Manager with projects and analysis relating to the macro SFG portfolio as necessary.
• Support the leadership teams as appropriate.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Foster and preserve a culture of inclusion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values. 

QUALIFICATIONS:

• Bachelor’s degree in accounting, business administration or related field; or equivalent combination of education and experience required.
• Minimum one to two years of analytical experience. 
• Previous banking experience preferred.
• Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner.
• Excellent organizational skills with the ability to organize and manage a variety of projects and tasks.
• Capability to manage sensitive information and uphold confidentiality.
• Demonstrated strong math skills and ability to organize and analyze complex financial information.
• Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. 
• Strong verbal, written and interpersonal communication skills.

WORKING CONDITIONS:

• Duties are performed in a professional office environment.