Private Banking Credit Analyst
Listed on 2026-01-14
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Finance & Banking
Financial Analyst, Risk Manager/Analyst
Private Banking Credit Analyst will provide analytical and underwriting support for 1st Century Private Banking Team Lead. Credit analysis encompasses the following: financial analysis of the borrowers and guarantors including personal and business tax returns, financial statements and other documents; communicate findings to the head of Private Banking Team Lead, Private Banking and underwriting teams; review and provide insight on in process work.
The position will assist in helping the team get quick analysis done to meet fast deadlines and help prioritize workflow for a better internal and external client experience.
- Bachelor's degree in a business related field
- 3+ years of experience in private bank, commercial credit analysis, financial analysis or similar related functions preferred
- Experience in mortgage underwriting, strong background in TRID and mortgage compliance
- Position requires excellent oral and written communication skills
- Strong PC skills including Microsoft Office products is required
- Experience with Moody's Risk Analyst and Buker Tax analysis (or comparable analytical software) is preferred
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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