Raymond James Financial, Inc. logo

Credit Analyst CRE

Raymond James Financial, Inc.

Cleveland, OHJobSeen 4w agoSeen in employer's feed 3 days ago

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At a glance

Compensation
No compensation found
Location
Cleveland, OH
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

The Credit Analyst provides support to portfolio managers and underwriters by collecting and analyzing client financial data, generating reports on cash flow and covenant compliance, gathering market research, and reviewing financial statements to ensure credit policy adherence.

Skills & qualifications

RequiredNice to have

Skills

Financial Document AnalysisWritten and Verbal PresentationProblem Definition and Data CollectionFinancial ModelingAdvanced Microsoft ExcelMicrosoft Office SuiteCoStarREISCommercial Real Estate KnowledgeC&I Underwriting Knowledge

Qualifications

Bachelor's Degree in Finance or Accounting or Related Field2-5 Years of Relevant Direct Commercial Cash Management or Private Banking Experience

Full job description

Primary Functions of the Position:

  • Provide support to market Portfolio Managers and Underwriters as the initial Point-of-Entry for client financial data including financial statements, rent rolls, personal financial statements, and global cash flow.

  • Generate various reports to track receipt and progression of financial reporting, covenant compliance, leasing status and quarterly periodic reviews.

  • Gather market research by assembling information from various sources including CoStar, REIS and/or other data resources for quarterly market reporting

  • Reviews and analyzes financial statements and interprets findings for the preparation of quarterly periodic reviews (QPRs) ensuring timely compliance with credit policy and procedure.

Education and Experience Requirements:

  • Bachelor’s Degree in finance, accounting or related field, or equivalent combination of education and experience.

  • 2-5 years of relevant direct commercial, cash management or private banking experience.

  • General familiarity with CRE and/or C&I underwriting experience.

Essential Skills and Abilities:

  • Ability to read, analyze and interpret complex financial and loan documentation.

  • Demonstrated ability to clearly present analysis in a written and verbal manner.

  • Ability to define problems, collect data, establish facts and draw valid conclusions.

  • Knowledge of and experience using financial modeling for credit analysis.

  • Advanced Microsoft excel skills and general proficiency using Microsoft Office suite.

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