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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, loan structuring, and business banking operations, with a strong focus on collaboration and attention to detail in managing client and deal information.
Highest-signal resume keywords
Financial Statement AnalysisBusiness Banking ExperienceLoan Structuring SupportRisk MonitoringCollaboration with Relationship Managers
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCovenant TrackingCredit FundamentalsUnderwriting AnalysisLending Analysis
Soft Skills
Attention to DetailAbility to Manage Multiple PrioritiesEffective Collaboration
Tools & Technologies
Bank Systems
Industry Keywords
Business BankingCommercial CreditDeal QualificationPipeline ManagementLoan Renewals
About the role
Key responsibilities & impact- Assist with client discovery, deal qualification, and loan structuring support.
- Support financial analysis, pricing requests, and pipeline management.
- Coordinate deal activities to ensure timely progression of opportunities.
- Gather and review required documentation.
- Assist with deal summaries, product solutions, and execution activities.
- Coordinate appraisal, documentation, and onboarding processes.
- Support portfolio monitoring, loan renewals, and pricing updates.
- Perform financial analysis, covenant tracking, and risk monitoring.
- Maintain accurate client and deal information in bank systems.
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Five to eight years of Business Banking experience
- Experience supporting business or commercial credit, underwriting, or lending analysis in a banking environment.
- Strong understanding of financial statement analysis, cash flow, and core credit fundamentals.
- Comfortable supporting Relationship Managers rather than owning a client portfolio.
- Strong attention to detail with the ability to manage multiple priorities and deadlines.
- Ability to collaborate effectively with credit, risk, and relationship management partners.
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
