- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …proposals, analyze existing and prospective clients' investment portfolios, complete due diligence questionnaires, facilitate important aspects of mutual ... INVESTMENT ANALYST Dunham & Associates Investment Counsel, Inc. ("Dunham")...prepare response materials; + Complete standard and moderately complex due diligence questionnaires, prospective client proposals, and… more
- Morgan Stanley (New York, NY)
- …and ongoing client service through product marketing and investment and operational due diligence process. - Coordinate closely with sales, marketing, product ... that has been continually refined over the years. The Analyst /Associate role is key central point of support for...both the Fund and the broader market - Develop due diligence materials and responses for … more
- SitusAMC (Los Angeles, CA)
- …in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital ... flows using ARGUS Enterprise(R) and Excel(R) + Performing market, property and sponsor due diligence (KYC) + Writing internal investment summaries and credit… more
- PNC (Farmers Branch, TX)
- …fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw ... best experience for our customers. As a Loan Support Analyst Senior within PNC's Complex Loans - Midland organization,...estate clients. + Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure… more
- City National Bank (Beverly Hills, CA)
- …for potential and existing borrowers. + Provides analytical functions relating to due diligence , document processing, and financial statements analyses related ... **CREDIT ANALYST I** **WHAT IS THE OPPORTUNITY?** The Credit...under direct supervision by providing analytical support relating to due diligence , document processing, and financial/statistical analyses… more
- PNC (Dallas, TX)
- …fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw ... best experience for our customers. As a Loan Support Analyst within PNC's Real Estate Solutions organization, you will...estate clients. + Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure… more
- PNC (Brock, NE)
- …fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw ... contribute to the company's success. As a Loan Support Analyst within PNC's Midland organization, you will be based...requirements. + Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure… more
- PNC (Overland Park, KS)
- …fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw ... commercial real estate clients. + Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to complex… more
- Pioneer Bank (Albany, NY)
- …and evaluation of risk rating grades and credit scores as part of the ongoing due diligence of the commercial portfolio. + Review commercial loan requests for ... TITLE: Commercial Credit Analyst LOCATION: Headquarters REPORTS TO: Commercial Credit Officer...global cash flow of the borrower and guarantors. Analyze collateral and guarantor strength and review loan request conformance… more
- Bank OZK (Little Rock, AR)
- …the credibility of the value opinion in the valuation report. + Conducts appraiser due diligence and presents findings to voting members of the Vender Review ... Valuation Analyst + Job ID: 14042 + Functional Area:...asset management teams have credible valuation reports and reliable collateral values for decision-making purposes. Essential Job Functions: +… more
- JPMorgan Chase (Irvine, CA)
- … in Commercial Banking Risk, you will play a key role in upfront and ongoing due diligence related to secured credit facilities (from less than $1 million to in ... excess of $1.5 billion) by analyzing client/prospect collateral and financial information and are performed on the...+ Obtaining an overview and understanding of the client's collateral and financial performance + Preparing (new credit facility)… more
- City National Bank (Charlotte, NC)
- …to a borrower's financial position. + Provides analytical functions relating to due diligence , document processing, and financial statement analysis related to ... **CREDIT ANALYST SENIOR CAPITAL MAKETS** **WHAT IS THE OPPORTUNITY?**...the company, owners, and/or guarantors, tax returns, cash flow, collateral , covenants, etc. to identify strengths and weaknesses pertaining… more
- First Horizon Bank (Chattanooga, TN)
- …appropriate depth and sources of analysis including conducting additional due diligence when deemed necessary. Credit Analyst will exercise discretion and ... ProCRE loans are generally highly customized and frequently of large dollar amounts, Credit Analyst is expected to adapt or create analytical tools to best suit the… more
- City National Bank (Beverly Hills, CA)
- …for potential and existing borrowers. + Provides analytical functions relating to due diligence , document processing, and financial statements analyses related ... **CREDIT ANALYST II** **WHAT IS THE OPPORTUNITY?** The Credit...financial statements for the company, and/or guarantors, cash flow, collateral , covenants, agings, credit reports, etc. to identify strengths… more
- City National Bank (Charlotte, NC)
- …to a borrower's financial position. + Provides analytical functions relating to due diligence , document processing, and financial statements analyses related to ... **CREDIT ANALYST II - SPECIALTY BANKING - Franchise Finance**...the company, owners, and/or guarantors, tax returns, cash flow, collateral , covenants, etc. to identify strengths and weaknesses pertaining… more
- City National Bank (Charlotte, NC)
- …to a borrower's financial position. + Provides analytical functions relating to due diligence , document processing, and financial statements analyses related to ... **CREDIT ANALYST II CORPORATE BANKING** **WHAT IS THE OPPORTUNITY?**...the company, owners, and/or guarantors, tax returns, cash flow, collateral , covenants, etc. to identify strengths and weaknesses pertaining… more
- FirstBank PR (Miami, FL)
- …during the preparation and/or review of the CAM, its underwriting, credit analysis and due diligence . + May assist Senior Credit Officer with loan policies and ... COMMERCIAL CREDIT ANALYST II - WATERFORD OFFICE Job Summary :...completion of credit approval memorandums (CAM's), including credit analysis, collateral cash flow analysis, debt service coverage ratios, rent… more
- Manulife (Boston, MA)
- …including but not limited to analysis of underwriting requirements, review of lender's due diligence items, review of property and appraisal reports, review of ... real estate mortgage loans on behalf of Manulife. The Post-Closing Analyst works on complex assignments, including multi-faceted requests from borrowers during… more
- WSFS Bank (Philadelphia, PA)
- …related to essential duties and responsibilities. + Perform fraud checks and due diligence while underwriting and assessing new equipment finance requests. ... billion financial organization. NewLane Finance is seeking an experienced Credit Analyst to independently research and assess the credit worthiness of commercial… more
- Northwest Bank (Lake Oswego, OR)
- …collection of past due accounts + Assist with the Know Your Customer (KYC) due diligence and new account onboarding for new clients + Assist with customer ... appraisals / evaluations, environmental, flood, etc.) + Review independent appraisal and collateral exam reports + Develop list of key information necessary to… more