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Metro location, well-known advisory brand, and generalist finance role create moderate applicant competition.
Credit-review and banking underwriting skills are domain-specific, reducing cross-industry transferability.
Explicit one-year requirement and domain-specific credit-review skills lead to moderate screening strictness.
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Review commercial credit files for compliance with financial institution policies and regulatory requirements.
Perform testing, maintain documentation, and prepare workpapers for consulting, compliance, and internal audit engagements.
Support engagement execution including identifying exceptions, documenting findings, and contributing to client reports under supervision.
Bachelor's degree required.
Minimum 1 year experience in commercial credit, lending operations, banking, or financial services.
Basic knowledge of credit analysis and underwriting principles with exposure to commercial loan products such as C&I, CRE, Construction, Agriculture, or SBA loans preferred.
Proficiency with Microsoft Office applications; familiarity with Moody's or similar financial analysis tools preferred.
Experience working in banking or credit union environments with focus on credit or loan operations, internal audit, risk, compliance, or consulting engagements.
Ability to perform financial statement reviews, basic cash flow and credit analysis under guidance.
Comfortable managing multiple assignments and meeting deadlines while maintaining high-quality client service.