Credit Analyst Intake Specialist - Bartow, FL

Credit Analyst Intake Specialist - Bartow, FL

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This position is responsible for, but not limited to, providing Credit Analyst Intake support through the receipt, review and analysis of Financial Statement Spread Requests submitted by Relationship Managers, Loan Assistants, and Portfolio Managers. This position will review the spread requests for accuracy, thorough documentation, and complexity. This position will also pull CLEAR Reports, input Borrowing Base Certificate and Marketable Securities information into nCino.

Additional tasks may be required at the direction of the Director of Commercial Credit Analysts and/or the Director of Credit Services.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as the Administrative processor for financial statement spread requests submitted by the Commercial Lending Team
• Accurate and thorough review and management of Financial Statement Spread Requests submitted to the Credit Analyst Team through nCino and Outlook emails
• Accurate and thorough review and input of Borrowing Base Certificate/Marketable Securities requests submitted to the Credit Analyst Team through nCino and Outlook emails
• Pull and upload CLEAR reports of relationships as submitted to the Credit Analyst Team through nCino and Outlook emails
• Ensure spread requests have been submitted with proper and complete documentation
• Assist in determining the complexity of the spread request at hand based upon review of the documentation provided
• Could occasionally process correspondence, files, records, and perform other specific duties for management and the Credit Services team
• Obtain additional information, as needed, to complete reports or gather information for internal or external audits as determined by management
• Successfully work with teammates to collectively assist the Commercial Credit Analyst team in stated objectives and tasks.
• Work to create a constructive workplace environment that expands positive culture and enhances the Bank’s core values.
• Undertake special projects related to job function as determined by the Commercial Credit Analyst Team Lead or the Director of Commercial Credit Analysts.
• Participate in community related activities.
• Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with.
• Provide aid to other employees by liaising with them through healthy and positive interactions.
• Continuously update skills by participating in professional training and development.
• Seek opportunities to improve skills through cross-training offered by the Bank.
• Perform all other tasks, responsibilities, or duties, as directed by the Commercial Credit Analyst Team Lead or the Director of Commercial Credit Analysts.

• High school diploma or equivalent with knowledge of the commercial lending process and one or two years of secretarial/administrative experience
• Must be able to prepare documents and compose business letters and memorandums
• Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
• Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
• Must have good knowledge of business English, including spelling and punctuation
• Must possess basic English language skills to write and speak clearly, and effectively with coworkers and customers
• Must be well‑organized, accurate, and attentive to detail
• Must be cooperative and willing to assist coworkers and customers on a regular basis
• Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
• Must possess excellent multi‑tasking skills and be able to function well under pressure
• Must be able to remain composed under pressure and respond to…