Position Details
About this role
Senior Commercial Analyst role focused on managing a portfolio of commercial healthcare accounts and serving as the primary day-to-day voice for customers. The role includes credit quality monitoring, quarterly/annual reviews and renewals, covenant compliance, compliance deliverables, and Watch List/AQR reporting to support profitability and retention.
Key Responsibilities
- Manage and monitor a commercial portfolio as primary voice for client
- Conduct quarterly/annual reviews and renewals with Credit Campus
- Assess risk rating and covenant compliance
- Compile financial statements and required loan documentation
- Prepare and present Watch List/AQR Reports; advocate internally to meet borrower needs and Bank requirements
Technical Overview
This is a finance/credit analytics role involving financial statement analysis, risk identification, covenant compliance review, and generation of Watch List/AQR Reports. It relies on credit and documentation workflows tied to loan agreements and closings rather than a specific software stack.
Ideal Candidate
The ideal candidate is a senior commercial banking analyst who can manage a portfolio of complex commercial healthcare accounts while serving as the internal and external point of contact. They have strong experience with financial statement analysis, risk identification, covenant compliance, and producing Watch List/AQR Reports, along with a track record of partnering across teams to complete reviews, renewals, and documentation for closings.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to prepare and present Watch List/AQR Reports for an assigned book, Must complete all required compliance items for assigned borrowers
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