Commercial Credit Analyst

Climate First Bank

Credit Analyst analyzing personal and business financials and creating loan packages for Climate First Bank. Collaborating on recommendations and monitoring loan performance.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and loan evaluation, with strong skills in Microsoft Excel and Power BI for reporting. Maintains compliance with banking regulations while effectively communicating recommendations to management and stakeholders.

Highest-signal resume keywords

Financial AnalysisLoan EvaluationMicrosoft ExcelMicrosoft Power BIRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Document AnalysisCredit AnalysisLoan Approval PackagesData MonitoringDue Diligence

Soft Skills

Effective CommunicationAttention to DetailSound JudgmentProfessionalismInterpersonal Skills

Tools & Technologies

Microsoft ExcelPower BILoan-Related Databases

Industry Keywords

BankingLoan Portfolio ManagementPolicy ExceptionsFraud PreventionEnvironmental Justice

About the role

Key responsibilities & impact

Analyze personal and business financials for potential and existing loan customers.
Evaluate financial documents, reports, causalities, and scenarios with strong logic, context, and attention to detail.
Apply sound mathematical, analytical, and big-picture thinking to support lending recommendations.
Create comprehensive loan approval packages that clearly summarize credit analysis and recommendations.
Identify policy exceptions and ensure documentation is accurate, complete, and organized.
Present recommendations to senior management and credit committees with clarity and professionalism.
Perform required monitoring of existing loan portfolio performance.
Assist in the due diligence process for audits and exams.
Handle customer, employee, and management interactions effectively and tactfully.
Maintain various loan-related databases with accuracy and consistency.
Use Microsoft Excel and Power BI to create, update, and analyze loan reports.
Complete assignments with limited oversight while exercising sound judgment on when to ask questions or escalate.
Adopt a commitment to environmental, social, economic, and racial justice.
Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training.
Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

Requirements

What you’ll need

Bachelor’s degree required, preferably in Finance.
Prior banking experience preferred.
Experience analyzing financial documents and reports.
Ability to communicate clearly in writing with the ability to interact effectively across customers, employees, and management.
Experience Microsoft Excel skills required; Microsoft Power BI skills preferred.

Benefits

Comp & perks

100% employer-paid health coverage for employees; employer contribution for dependents
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match — No Vesting Period.
Employee Stock Options
Exclusive Employee Banking Perks
0% Financing for Employee Solar Loans
Employee Only Mortgage Product with exclusive interest rates and terms
0% Financing for Eligible Electric Vehicles (EVs)
Referral Incentives
2–4 Weeks of Vacation based on officer level plus additional tenure-based time
64 Hours of Paid Sick Time for all full-time employees
Company-Paid Life Insurance
Short- & Long-Term Disability Insurance
Voluntary Life, Accident & Critical Illness Coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services