Credit Analyst-Small Business Administration jobs in United States
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First Citizens Bank · 6 days ago

Credit Analyst-Small Business Administration

First Citizens Bank is seeking a Credit Analyst for Small Business Administration to support bank products and services through daily sales activities. The role involves reviewing financial information, facilitating the sales process, and ensuring client satisfaction by addressing inquiries and support issues.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business
Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms
Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information
Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings

Qualification

SBA SOPsFinancial AnalysisLoan documentation experienceProficient with Microsoft OfficeCommercial underwritingCommercial cashflow experienceDirect Customer/Client interactionSmall Business Administration experienceFinancial accountingProficient with banking systems

Required

Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations

Preferred

Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements
Knowledge of financial accounting theory and logic
Proficient with all Microsoft Office programs - Excel, Word, OneNote, and Outlook
Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems
Loan documentation experience - understanding required documentation depending on program type, loan structure, etc
Direct Customer/Client interaction
Resides in either PST or MST
Small Business Administration experience
Financial Analysis experience
Commercial underwriting
Commercial cashflow experience

Benefits

Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase