SFG Credit Analyst jobs in United States
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Cedar Rapids Bank & Trust · 2 days ago

SFG Credit Analyst

Cedar Rapids Bank & Trust is seeking a SFG Credit Analyst to support the SFG Credit Manager by performing various administrative, analytical, and reporting tasks. The role involves managing credit portfolio processes, assisting with underwriting, and collaborating with loan staff to ensure effective customer service.

BankingConsultingFinanceFinancial ServicesWealth Management
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Culture & Values

Responsibilities

Manage the SFG construction draw review process, including reviewing submitted draw requests, packaging approval requests, and working with SFG Admin to process draws and disburse funds
Manage the portfolio tracking process, including gathering and entering data in the financial statement, borrowing base, covenant, marketable securities, and guidance line tracking reports; barcoding financial statements and preparing, reviewing, and distributing the monthly tracking report
Assist the SFG team with underwriting, including project and financial analysis of new project requests
Interact and collaborate with loan administrative staff and/or loan officers to provide timely responses to internal and external customer inquiries and servicing needs
Assist the SFG Credit Manager with projects and analysis relating to the macro SFG portfolio as necessary
Support the leadership teams as appropriate
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Foster and preserve a culture of inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision and values

Qualification

Analytical experienceBanking software proficiencyFinancial analysisOrganizational skillsCommunication skillsConfidentialityCollaborationAttention to detail

Required

Bachelor's degree in accounting, business administration or related field; or equivalent combination of education and experience required
Minimum one to two years of analytical experience
Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner
Excellent organizational skills with the ability to organize and manage a variety of projects and tasks
Capability to manage sensitive information and uphold confidentiality
Demonstrated strong math skills and ability to organize and analyze complex financial information
Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail
Strong verbal, written and interpersonal communication skills

Preferred

Previous banking experience

Company

Cedar Rapids Bank & Trust

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Cedar Rapids Bank & Trust provides a complete range of banking, wealth management, and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Larry J. Helling
Chief Executive Officer
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Ted Kraft
EVP Chief Credit Officer
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Company data provided by crunchbase