Commercial Analyst

2 weeks ago

Kamloops, British Columbia, Canada Envision Financial Full time

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

The Commercial Analyst is a trainee role that provides administrative and analytical support to the commercial sales team. Responsibilities include:

  • Providing financial analysis and identifying potential issues or concerns in financial statements.
  • Reviewing loan applications and ensuring all supporting documentation is in place.
  • Completing annual reviews on commercial accounts and ensuring all terms and conditions are satisfied.
  • Establishing and maintaining relationships within the branch network and the business community.

Required skills and experience include:

  • College diploma or equivalent in a related field.
  • 2 years of sales and financial analysis experience or equivalent.
  • Previous knowledge of lending policies, procedures, products, and services.
  • Working knowledge of relevant legislation and statutory requirements influencing the granting and collection of commercial credit.

Advanced knowledge in Microsoft Office Applications, specifically MS Excel and Word, is also required.

The successful candidate will have a strong work ethic, demonstrated resourcefulness, and the ability to manage change and identify continuous improvement opportunities.

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