Credit Analyst Intermediate (3-6 years)

Description We are looking for a detail-oriented Credit Analyst Intermediate to join a wealth management credit team in Westerville, Ohio. This Long-term Contract position offers the opportunity to support secured lending activities tied to marketable securities while building practical experience across credit analysis, documentation review, and portfolio oversight. The role works closely with lending partners and key stakeholders to evaluate client information, assess collateral strength, and help move credit requests forward with accuracy and efficiency.

Responsibilities:

• Collaborate with lending teams throughout the credit process, from initial request review through ongoing portfolio support and follow-up activities.

• Compile and evaluate client financial and credit information to assist with pre-underwriting analysis and lending decisions.

• Examine pledged assets and related collateral details to help determine borrowing capacity and overall credit support.

• Contribute data and analysis used in loan grading and pricing preparation for secured credit transactions.

• Conduct periodic reviews of existing credit facilities and prepare recommendations for renewal, adjustment, or continuation.

• Review information across multiple platforms to identify relevant client details and complete preliminary credit assessments.

• Verify loan documents for completeness, consistency, and alignment with required standards before final processing.

• Assist with assembling documentation packages needed to support new credit requests and modifications.

• Help ensure credit files and supporting materials meet applicable regulatory and compliance expectations. Requirements • Bachelor’s degree in finance, accounting, business administration, international business, or a related field is required.

• 3-6 years of relevant experience in credit analysis, banking, finance, or a comparable analytical environment; entry-level candidates with strong internship experience may also be considered.

• Solid analytical ability with the capacity to interpret financial information and support credit-related decision-making.

• Working knowledge of financial markets and investment products, including equities, mutual funds, fixed income, and municipal securities.

• Strong communication and interpersonal skills with the ability to work effectively across teams and with business stakeholders.

• Proven organizational skills with the ability to manage deadlines, maintain quality, and handle multiple priorities in a fast-paced setting.

• Familiarity with loan administration, underwriting support, due diligence, documentation review, or collateral-based lending processes is preferred.

• Securities Industry Essentials (SIE) certification is a plus.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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