Private Banking Credit Analyst

MidFirst BankScottsdale, AZ
11d

About The Position

Private Banking Credit Analyst will provide analytical and underwriting support for 1 st 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.

Requirements

  • 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 RiskAnalyst and Buker Taxanalysis (or comparable analytical software) is preferred

Responsibilities

  • 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
  • Assist in helping the team get quick analysis done to meet fast deadlines
  • Help prioritize workflow for a better internal and external client experience
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