Credit Analyst

3 days ago


Santa Ana, United States Wingspire Equipment Finance LLC Full time

Overview:

We are seeking a Credit Analyst with growth potential to join our team. You will be responsible for underwriting equipment finance transactions, preparing Credit Memoranda, and supporting our Portfolio Management team. This role involves conducting financial analyses, monitoring credit risks, and aiding responsible portfolio growth.


Responsibilities:

  • Collect borrowers’ financial statements, spread and analyze the financial performance, identify, escalate, and address defaults or other credit issues, ensure appropriate risk ratings and recommend changes as needed.
  • Assist underwriters and business development officers in obtaining information needed to underwrite credit requests.
  • Conduct financial analysis and due diligence on investment opportunities.
  • Prepare and present Credit Approval Memos (CAM) for renewals, modifications, or changes in borrowers' credit facilities.
  • Assist in the preparation of any reports required by the line of business.
  • Deliver exceptional customer service.


Qualifications:

  • Bachelor's degree with emphasis Finance, Accounting, or a related field.
  • 1+ years of credit analysis experience.
  • Basic knowledge of financial and spread analysis and credit/lending procedures for less complex loans. Knowledge of equipment leasing is a plus.
  • Detail-oriented with strong analytical, organizational, and communication skills.
  • Self-starter; ability to prioritize and multi-task effectively.
  • Ability to work well in a collaborative team environment with a positive outlook.
  • Experience working with Moody’s Risk Analyst, Excel, PowerPoint, and other Microsoft applications.


If you are a motivated individual with a passion for financial analysis and underwriting, we encourage you to apply for this exciting opportunity. We offer a competitive salary and benefits package, as well as the opportunity to work with a dynamic and collaborative team.


  • Credit Analyst

    4 days ago


    Santa Ana, United States Wingspire Equipment Finance LLC Full time

    Overview:We are seeking a Credit Analyst with growth potential to join our team. You will be responsible for underwriting equipment finance transactions, preparing Credit Memoranda, and supporting our Portfolio Management team. This role involves conducting financial analyses, monitoring credit risks, and aiding responsible portfolio...

  • Credit Analyst

    4 days ago


    santa ana, United States Wingspire Equipment Finance LLC Full time

    Overview:We are seeking a Credit Analyst with growth potential to join our team. You will be responsible for underwriting equipment finance transactions, preparing Credit Memoranda, and supporting our Portfolio Management team. This role involves conducting financial analyses, monitoring credit risks, and aiding responsible portfolio...

  • Credit Risk Analyst

    3 weeks ago


    Santa Ana, California, United States Sysco - Newport Meat Southern California Full time

    About the RoleSysco - Newport Meat Southern California is seeking a skilled Credit Risk Analyst to join our team. As a key member of our Credit Department, you will play a crucial role in reviewing and analyzing customer credit applications, managing credit hold policies, and providing exceptional customer service.Key ResponsibilitiesCustomer Credit...


  • Santa Ana, California, United States Sysco - Newport Meat Southern California Full time

    Job Summary:Under the direction of the Credit Manager, the Credit Analyst will review new and existing accounts for credit worthiness. The Credit Analyst will assist Credit Associates with third-party and bad debt accounts while building working relationships with internal and external customers. The Credit Analyst will also prepare reports relevant to...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Job OverviewCompany: Orange County's Credit UnionPosition: Compensation and Benefits AnalystHybrid work arrangement available post-training and performance evaluation.Commitment to Workplace Excellence. Orange County's Credit Union has been recognized with the Peter Barron Stark Award for outstanding associate satisfaction. With over 85 years of experience...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Job Title: Benefits & Compensation AnalystWe are seeking a highly skilled Benefits & Compensation Analyst to join our team at Orange County's Credit Union. As a key member of our HR department, you will play a crucial role in shaping our benefits and compensation strategies.Key Responsibilities:Analyze HR metrics and data to inform benefits and compensation...


  • Santa Ana, CA, United States VirtualVocations Full time

    A company is looking for an Analyst, Credit Analytics for a remote hybrid position. Key Responsibilities: Model new assets in loan performance templates Review loan covenants, spread financial statements, and perform financial tests Gather market data, process draw requests, prepare reports, and support asset management Required Qualifications: ...


  • Santa Ana, United States Orange County's Credit Union Full time $26 - $32

    Job DescriptionJob DescriptionJoin Our Team as a Benefits & Compensation Analyst!Are you passionate about data analysis and making a meaningful impact in the human resources field? At Orange County’s Credit Union, we value excellence, innovation, and the voices of our associates. We’re proud to be recognized with the Peter Barron Stark Award for the...


  • Santa Ana, California, United States Sysco - Newport Meat Southern California Full time

    Job SummaryWe are seeking a highly skilled Credit and Collections Analyst to join our team at Sysco - Newport Meat Southern California. As a key member of our Credit Department, you will be responsible for reviewing new and existing accounts for credit worthiness, analyzing customer credit applications, and managing credit hold policy.Key...


  • Santa Clara, United States First Citizens Bancshares, Inc. Full time

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. This role is with the Credit Portfolio Analytics team, which is part of the Credit Administration and Infrastructure Organ Risk, Risk Analyst, Analyst, Credit, Benefits, Analytics, Accounting, Banking


  • Santa Clara, California, United States First Citizens Bancshares, Inc. Full time

    About the RoleThis is a hybrid position within the Credit Portfolio Analytics team, part of the Credit Administration and Infrastructure Organ Risk, Risk Analyst, Analyst, Credit, Benefits, Analytics, Accounting, Banking department at First Citizens Bancshares, Inc.Key ResponsibilitiesConduct in-depth analysis of credit portfolio data to identify trends and...


  • Santa Ana, United States Orange County's Credit Union Full time $27 - $34

    Job DescriptionJob DescriptionExciting Opportunity at Orange County's Credit UnionSanta Ana, CACREDIT UNION’S PURPOSE: Simple Banking. For People, Not Profit.CREDIT UNION’S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and FunWorkplace Excellence. Through our associates' opinions...

  • Credit Risk Analyst

    2 weeks ago


    Santa Clara, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Credit Risk Analyst to join our team at First Citizens Bank. As a key member of our Credit Portfolio Analytics team, you will play a critical role in identifying, evaluating, and measuring credit risk in our loan portfolio.Key ResponsibilitiesDevelop and implement complex methods of credit risk evaluation, including...


  • Santa Monica, California, United States Guggenheim Partners Full time

    Position OverviewGuggenheim Partners is seeking a skilled Structured Credit Investment Analyst with expertise in Commercial Mortgage-Backed Securities (CMBS) and Asset-Backed Securities (ABS). The Analyst will play a pivotal role in assessing securities, formulating credit insights, and sharing investment strategies with the team. This position entails the...


  • Santa Clara, United States First Citizens Bancshares, Inc. Full time

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. This position provides risk analytics and expert support at the highest level of operational complexity to business units. Risk Analyst, Risk, Analyst, Credit, Senior, Benefits, Technology, Banking


  • Santa Monica, California, United States Guggenheim Partners Full time

    Job SummaryGuggenheim Investments is seeking an experienced Structured Credit Analyst to join our team. As a key member of our credit sector, you will be responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments.Key ResponsibilitiesLead the evaluation of complex investments,...


  • Santa Clara, California, United States First Citizens Bancshares, Inc. Full time

    About the Role:This is a hybrid position within the Credit Portfolio Analytics team, part of the Credit Administration and Infrastructure Organ Risk, Risk Analyst, Analyst, Credit, Benefits, Analytics, Accounting, Banking department at First Citizens Bancshares, Inc.Key Responsibilities:Conduct in-depth analysis of credit portfolio data to identify trends...


  • Santa Monica, California, United States Guggenheim Partners Full time

    Position OverviewGuggenheim Partners is seeking a knowledgeable Structured Credit Investment Analyst specializing in Commercial Mortgage-Backed Securities (CMBS) and Asset Backed Securities (ABS). The Analyst will play a crucial role in evaluating securities, formulating credit perspectives, and sharing investment strategies with the team. This position...

  • Credit Risk Analyst

    4 weeks ago


    Santa Monica, California, United States Guggenheim Partners Full time

    Position OverviewGuggenheim Partners is seeking a skilled Structured Credit Analyst specializing in Commercial Mortgage-Backed Securities (CMBS) and Asset Backed Securities (ABS). The Analyst will play a pivotal role in evaluating securities, formulating credit assessments, and sharing investment strategies with the team. This position entails the...


  • Santa Monica, California, United States Guggenheim Partners Full time

    Job SummaryGuggenheim Investments is seeking an experienced Structured Credit Analyst to join our team. The successful candidate will be responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments.Key ResponsibilitiesLead evaluation of complex investments utilizing all available...