Credit Analyst

Title: Credit Analyst
Location: Novato, CA
Full time role
Industry: Financial Services / Banking

Essential Duties:
With guidance/oversight:
Support loan officers with partial preparation of Credit Recommendations.
Review loan project file for missing items; contact borrowers for necessary missing information prior to ordering loan documents.
Prepare orders to draw based on approved Credit Recommendation and loan officer instructions.
Assist Senior Construction Loan Administrator with disbursements and draw requests and other duties as needed.
Independently:
Utilize loan accounting system to research loan activity.
Maintain tickler database and, in coordination with lenders, contact customers requesting necessary financial information etc. prior to due date.
Using analytical abilities and established spreading guidelines, accurately translate basic financial reporting of business and personal entities into bank-standard format for further analysis.
Accurately order and interpret credit background information such as Equifax, Lexis Nexis reports, etc.
Knowledge of Abrigo (Loan Origination System) preferred.

Professional Experience:
Educational/Professional Experience: Bachelor's degree (B.A.) from four-year college or university; two to four years related experience and/or training;
or equivalent combination of education and experience.