Private Banking Credit Analyst jobs in United States
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MidFirst Bank · 21 hours ago

Private Banking Credit Analyst

MidFirst Bank is seeking a Private Banking Credit Analyst to provide analytical and underwriting support for their Private Banking Team. The role involves financial analysis of borrowers and guarantors, communicating findings, and assisting the team in prioritizing workflow to enhance client experience.

BankingVenture Capital

Responsibilities

Provide analytical and underwriting support for 1st Century Private Banking Team Lead
Conduct 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 and help prioritize workflow for a better internal and external client experience

Qualification

Credit analysisFinancial analysisMortgage underwritingTRID complianceMoody's RiskAnalystMicrosoft OfficeCommunication skills

Required

Bachelor's degree in a business related field
Position requires excellent oral and written communication skills
Strong PC skills including Microsoft Office products is required

Preferred

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
Experience with Moody's RiskAnalyst and Buker Taxanalysis (or comparable analytical software) is preferred

Company

MidFirst Bank

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MidFirst Bank is a privately owned bank in the United States

Funding

Current Stage
Late Stage

Leadership Team

G
Greg Schaefer
Chief Financial Officer
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Company data provided by crunchbase