Commercial Analyst

1 week ago

Kamloops, British Columbia, Canada Envision Financial Full time

We are seeking a Commercial Analyst to support our commercial sales team at Envision Financial.

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 years in this role and once required skill and experience level is achieved will move into an available commercial sales/lending role.

Key Responsibilities:

  • Financial Analysis: Conducts analysis of financial statements and identifies any potential issues or concerns. Researches industry reports and analyzes market data related to specific credit applications.
  • Loan Review/Security: Reviews offer of credits and loan security generated from the application tool to ensure information is complete and accurate.
  • Loans Origination Process: Completes required paperwork for new credit applications, ensuring all supporting documentation is in place and forwards to commercial expert for review and/or approval.
  • Risk Management: Completes annual reviews on commercial accounts and ensures all terms and conditions are satisfied.
  • Sales and Service: Reviews files to identify cross-selling opportunities and forwards to appropriate commercial banking advisors.

Requirements:

  • College, Trade or Tech School Diploma (2 years) in related field required
  • Bachelor's Degree in related discipline preferred
  • 2 years sales and financial analysis experience or equivalent required
  • Previous knowledge of lending policies, procedures, products, and services preferred
  • Working knowledge of relevant legislation and statutory requirements influencing the granting and collection of commercial credit preferred
  • Proven knowledge and skills in financial statement analysis and credit risk management
  • Proven ability to manage change and identify and act upon continuous improvement opportunities
  • Strong work ethic and demonstrated resourcefulness in execution of daily activities
  • Advanced knowledge in Microsoft Office Applications, specifically MS Excel and Word

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