Financial Research & Modeling Expert

Job Title:

Financial Research&Modeling Expert

Job Type: Full-time

Location:

Remote

Join our customer s team as a Commercial Banking Associate and play a key role in delivering exceptional financial solutions to a diverse client base. This remote position offers the opportunity to collaborate with experienced banking professionals in a dynamic environment, supporting clients at regional or money-center banks.

• Support relationship managers in servicing commercial banking clients through timely and accurate account management.
• Prepare and review loan documentation, financial statements, and credit memos for new and existing clients.
• Analyze client financials and market data to provide actionable insights and recommendations.
• Coordinate loan closings and monitor ongoing portfolio performance to ensure regulatory compliance.
• Foster strong client relationships by responding to inquiries and resolving issues efficiently via written and verbal communication.
• Collaborate with internal teams to streamline processes and support business development initiatives.
• Maintain comprehensive records and uphold data integrity in all banking operations.

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 1-3 years of experience in commercial or corporate banking, preferably with regional or money-center banks.
• Exceptional written and verbal communications skills, with a client-focused approach.
• Strong analytical abilities and attention to detail in reviewing financial and transactional documents.
• Proficiency with banking software, Microsoft Office Suite, and CRM systems.
• Ability to work independently in a remote setting while meeting deadlines and regulatory standards.
• Demonstrated adaptability and problem-solving skills in a fast-paced environment.

• Experience supporting commercial lending teams or managing loan portfolios.
• Knowledge of industry regulations and compliance practices for regional or money-center banks.
• Professional certifications such as CFA, CBA, or similar credentials.