Private Bank Credit Analyst
1 month ago
**Description**
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We’re looking for talented individuals who recognize the value of delivering a white glove experience to clients that results in long-term client loyalty.
**Primary responsibilities include**
- Providing a white glove service to our clients, which includes timely responses for all client related inquiries and requests.
- Create, maintain and monitor all loan and credit files at the highest quality, which entails testing existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings.
- Ability to interact with private equity clients and understand operating models of client businesses.
- Underwrite credit approval packages for renewals and modifications to existing credit facilities. Assist with approval packages for new credit product originations.
- Work with internal partners to complete enhanced due diligence (KYC) on borrowers, guarantors and authorized signers.
- Researching and analyzing client performance and structure for the purpose of determining the overall risk profile and creditworthiness of the client and communicating such to senior management.
- Reviewing and comprehending both Bank loan documentation and client legal documentation.
- Assist the loan process through all stages (prospecting, underwriting, legal negotiation, closing, post-closing activities).
- Review, understand, and present client financial statements and cash flow models to recommend and present credit solutions.
- Credit Analysts should be strong communicators in nature having to liaise with various internal Bank colleagues, external counsel, and clients.
**Qualifications, Education, Certifications and/or Other Professional Credentials**
- Bachelor’s degree is required
- Equivalent work experience or completion of formal credit training program and up to 2 years of applied financial analysis working with straight forward to moderately complex credits with a focus on Private Equity or Venture Capital is strongly preferred
- 1-3 years of private banking or commercial banking experience is preferred.
- Position requires basic internet search skills, developed knowledge of financial statement spreading and profitability modeling, effective verbal and written communications skills, ability to manage multiple priorities at once
- Proficiency in Microsoft Excel, PowerPoint, and Word
**Equal Employment Opportunity**
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
**Why Work for Us**
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
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