Commercial Analyst
Island Savings, a division of First West Credit Union
Position Description
The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two (2) years in this role and once required skill and experience level is achieved will move into an available commercial sales/lending role. Responsibilities include providing administrative and analytical support to the commercial sales team; performing a variety of tasks that support the underwriting process for new credit applications; conducting annual reviews on commercial accounts, analyzing financial statements, and completing analysis of industry and market data, as required. The incumbent will deal directly with commercial members once a sufficient level of skill and experience are achieved.
Accountabilities
- Financial Analysis: Completes analysis of financial statements and identifies any potential issues or concerns. Researches industry reports and analyzes market data related to specific credit applications, as required.
- Loan Review/Security: Reviews
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