Business Development Analyst

2 weeks ago


Kelowna, British Columbia, Canada Envision Financial Full time

Business Development Analyst Position

We are seeking a full-time Business Development Analyst to join our team at Envision Financial. This role serves as a stepping stone for future commercial sales/lending positions within our organization.

Key Responsibilities:

  • Financial Analysis: Conducts thorough analysis of financial statements and market data to inform business decisions.
  • Loan Review/Security: Ensures accuracy and completeness of credit information and collaborates with credit services to mitigate risk.
  • Loans Origination Process: Prepares necessary paperwork for new credit applications, ensuring compliance with lending policies and procedures.
  • Risk Management: Conducts annual reviews on commercial accounts to ensure ongoing compliance and identifies areas for improvement.
  • Sales and Service: Identifies cross-selling opportunities and addresses client concerns to drive business growth.

Qualifications:

  • College, Trade or Tech School Diploma (2 years) in a related field, such as business administration or finance.
  • Bachelor's Degree in a related discipline, such as business or economics, is preferred.
  • 2 years of sales and financial analysis experience, with a strong understanding of lending policies and procedures.
  • Advanced skills in financial statement analysis and credit risk management.

About Envision Financial:

At Envision Financial, we are dedicated to providing a supportive and rewarding work environment that fosters continuous improvement and professionalism. Our team values collaboration and is committed to delivering exceptional service to our clients.



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