Unclassified - Houston, TX

posted 5 months ago

Full-time - Mid Level
Houston, TX

About the position

The Senior Credit Analyst position at Stellar Bank is a pivotal role responsible for gathering and analyzing credit information on both current and potential borrowers. This role involves determining the advisability of granting credit for a diverse range of loans, assisting loan officers in writing loan requests, and promoting business for the bank by maintaining strong customer relations. The Senior Credit Analyst ensures compliance with all bank policies and procedures, as well as applicable state and federal banking regulations, thereby playing a crucial part in the bank's operational integrity. In this role, the Senior Credit Analyst will assist loan officers in performing pre-qualification assessments and analyzing the financial condition and risk of financing requests. This includes gathering data from customers and various sources, preparing spreadsheets, and analyzing financial information such as financial statements and tax returns. The analyst will compile data from credit bureaus, conduct industry peer comparisons, and perform cash flow analyses to provide comprehensive insights into the creditworthiness of borrowers. The position also requires writing financial reviews and reports, making recommendations on loan structures and terms, and coordinating the processing of approved loans. The Senior Credit Analyst will ensure that loans are processed according to agreements and customer needs while conforming to bank lending policies. Additionally, the analyst will track and monitor credit exceptions, prepare write-ups for committee loan packages, and perform loan pricing analysis. This role is essential in reinforcing superior customer service and supporting the bank's goals and values through various community and civic functions.

Responsibilities

  • Assists loan officers in performing pre-qualification assessment and analysis of financial condition and risk of financing requests.
  • Gathers data from customers, internal and outside sources; prepares spreadsheets and analyzes financial information including financial statements and tax returns.
  • Compiles data from credit bureaus, conducts industry peer comparisons, and performs cash flow analyses.
  • Writes financial reviews and reports; makes recommendations on loan structures and terms to loan officers.
  • Coordinates processing of approved loans; ensures loans are processed according to agreement and customer needs.
  • Informs loan officers when up-to-date financial statements are needed for commercial accounts.
  • Assists loan officers in the review and renewal of credit facilities; provides back-up support.
  • Checks pledged assets as requested by loan officers.
  • Assists with ongoing computerization of the loan review function.
  • Assists loan officers in verification of funds with mortgage companies and contractors.
  • Develops knowledge of financial industry, economy, market conditions, rates, vendors, and competition.
  • Represents the Bank in various community, civic, and community reinvestment functions.
  • Reinforces the application of superior customer service through personal example and follow-through.
  • Assists in providing deposit and loan account ratings for loan officers.
  • Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs.
  • Makes loan presentations when needed and joint calls with lenders on customers and prospects.
  • Tracks and monitors credit exceptions.
  • Prepares write-ups for committee loan packages.
  • Performs loan pricing analysis.
  • Monitors and tracks financial reporting and other loan covenants.
  • Analyzes accounts receivable/inventory and borrowing bases for compliance.
  • Performs tax to cash analysis by reviewing personal and partnership tax returns.
  • Operates personal computer to obtain and process data.
  • Answers telephones, answers questions, and directs callers to proper Bank personnel.
  • Treats people with respect; keeps commitments; inspires trust; works ethically and with integrity.
  • Demonstrates knowledge of and adherence to EEO policy; promotes a diverse workforce.

Requirements

  • BBA in Finance or Accounting with formal bank training.
  • 12 hours of accounting required.
  • Basic experience, knowledge, and training in financial statement and tax return analysis.
  • Basic knowledge of commercial, construction, real estate, and consumer loan processing.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, and technical procedures.
  • Basic knowledge of related state and federal loan regulations and other Bank lending policies.
  • Ability to effectively present information and respond to questions from groups of managers, customers, and the general public.
  • Proficient in Microsoft Word and Excel.
  • Basic typing skills to meet production needs of the position.
  • Basic math skills; ability to calculate interest, commissions, proportions, and percentages.
  • Excellent oral, written, and interpersonal communication skills.
  • Ability to deal with normal problems involving multiple facets and variables in non-standardized situations.
  • Excellent organizational and time management skills.
  • Ability to work with minimal supervision while performing duties.

Nice-to-haves

  • Experience in community banking or relationship-based banking environments.
  • Familiarity with advanced financial modeling techniques.
  • Knowledge of risk management practices in lending.

Benefits

  • Health Care Coverage, no waiting period
  • Dental/Vision
  • STD/LTD
  • Annual Performance Bonus Eligible
  • 401K with company match
  • Paid Vacation
  • Volunteer days
  • Tuition Assistance
  • Travel Stipend
  • And More
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service