Lending Analyst Resume Samples

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MH
M Halvorson
Makenna
Halvorson
33831 Jakayla Branch
Chicago
IL
+1 (555) 818 7236
33831 Jakayla Branch
Chicago
IL
Phone
p +1 (555) 818 7236
Experience Experience
Detroit, MI
Direct Lending Analyst
Detroit, MI
Baumbach, Huel and Murphy
Detroit, MI
Direct Lending Analyst
  • Involvement in providing portfolio reports and analytics for internal and external use
  • Interact with management teams, industry sources, and other investment professionals
  • Presents Portfolio Manager and Investment Committee with a clear and consistent approach to mitigate credit, legal, industry and other relevant risks
  • Help identify and manage operational risks
  • Negotiation and review of transaction legal documentation and liaising with internal and external legal advisers
  • Supporting the due diligence process
  • Supporting the business in the execution of structured transactions
Philadelphia, PA
Specialized Lending Analyst
Philadelphia, PA
Pacocha LLC
Philadelphia, PA
Specialized Lending Analyst
  • Facilitating all aspects of issuance and ongoing activity related to third party issued LCs
  • Negotiations – discussions with RM, borrower/client, beneficiary, attorneys and third party issuers as necessary
  • Ensure proper booking and recordkeeping
  • Processing of ongoing maintenance related to subsequent amendments/renewals
  • Assist with maintaining processes and procedures to ensure compliance to Loan Policy and established guidelines
  • Review monthly reports to ensure our loans system reconciles with the third party issued LCs ensure discrepancy are addressed in a timely manner
  • Escalation of issues to Specialized Lending Manager as necessary
present
New York, NY
Asset Based Lending Analyst
New York, NY
Davis Inc
present
New York, NY
Asset Based Lending Analyst
present
  • This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring
  • Calculate ineligible figure utilizing aging information from customer
  • Review loan closing documentation
  • Perform timely and accurate credit investigations using Dunn & Bradstreet, bank inquiries, and/or customer credit records
  • Identify suspected deficiencies in field examinations, reporting deficiencies to management
  • Analyze and review client's financial statements, reporting discrepancies
  • Non monetary maintenance including client/loan limit changes, interest rate updates, maturity rate and advance rate changes
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Northeastern University
Bachelor’s Degree in Business
Skills Skills
  • Excellent verbal & written communication and interpersonal skills; comfortable interacting with various partners within the bank. French would be an asset
  • Excellent time management skills and the ability to work under tight deadlines
  • Proficiency with Microsoft Office Suite including: Word, Excel, PowerPoint and Outlook or comparable software application
  • Knowledge of business documentation including but not limited to sole proprietorships, S-corps, C-corps, partnerships and limited liability corporations
  • Extremely proficient with Excel, Acess and database programmin languages a plua
  • Knowledge of all Corporate Finance products, operational processes and supporting applications
  • Ability of self-reliance and prioritize work flow in heavy volume environment
  • Ability to analyze variances and trends to determine changes in key business metrics vs. expectations and review with leadership team
  • Knowledge and understanding of business customer sales and service
  • Excellent communication skills in both oral and written across for multi-functional groups
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15 Lending Analyst resume templates

1

Lending Analyst Resume Examples & Samples

  • Act as primary contact for clients in the acquisition and follow-up of loan and collateral information to ensure adherence to loan policies and procedures
  • Identify and document exceptions on accounts, and provide recommendations for actions to Senior
  • Influence (Working)
  • Knowledge of all Corporate Finance products, operational processes and supporting applications
  • Understanding of Commercial Lending Process and supporting policies
  • Understanding of Commercial loan documentation
  • Knowledge and understanding of business customer sales and service
2

Lending Analyst Resume Examples & Samples

  • Bachelor’s degree in business, finance or related field or relevant business experience
  • Minimum 2 years of related business experience in consumer mortgage and loan transactions
  • Thorough knowledge of the Bank’s products, processes, and services, including a thorough understanding of the competitive environment and industry standards
  • Proficient in MS Office, specifically Excel
  • Excellent verbal & written communication and interpersonal skills; comfortable interacting with various partners within the bank. French would be an asset
  • Well developed team skills and strong team orientation
  • Excellent time management skills and the ability to work under tight deadlines
  • Results-oriented and self-motivated with a commitment to excellence
  • Extremely proficient with Excel, Acess and database programmin languages a plua
  • Eperience sourcing and manipulating data from various sources
3

Lending Analyst Resume Examples & Samples

  • Fundamental company and industry research. This usually includes speaking with management teams, industry experts and in-house Macquarie resources
  • Legal analysis of credit agreements and debt indentures to optimize our point of investment in the capital structure
  • Contributing to investment decisions with our senior team
4

Asset Based Lending Analyst D Oc Resume Examples & Samples

  • Bachelor’s degree or in lieu of a bachelor’s degree, four years equivalent in work experience
  • Working knowledge of Windows and PC software programs
  • Strong analytical ability and creative problem solving skills
  • Preferred major/significant course work in accounting /finance
  • Independent/ creative thinker
  • Problem solver
  • Ability to persevere/ deal with adversity
  • Detail oriented and strong organization skills
  • Professional work experience a plus
  • Experienced in making presentations
5

Securitized Products Group European Dlg-cre Lending Analyst Resume Examples & Samples

  • Underwriting & Execution: Modelling cash flows, conducting site visits, liaising with valuation, legal and other professional firms and directing negotiations with the sponsor on loan documentation
  • Origination: Build relationships with key sponsors & negotiating term sheets for new deals
  • Internal Communication: Communication with internal stakeholders. Confidence in presenting information in person, and ability to tailor to audience
  • Underwriting deals
  • Managing the deal internally and creating the Credit Committee Paper
  • Executing deals
  • Building relationships with sponsors and representing the business unit with external counterparties
  • Negotiating commercial terms with clients
6

Securities Lending Analyst Resume Examples & Samples

  • Monitor, communicate, and agree all client daily activity in over 30 International markets for multiple Morgan Stanley entities
  • Agree and exchange collateral with lenders for securities lending movements
  • Ensure settlement of all trades and proactively chase failing and failed trades via liaising with the Securities Lending desk, external clients, and internal operations teams
  • Assist with and initiate projects to make current processes more effective and efficient
  • Serve as key point of contact for external lender population
  • Provide various types of regulatory reporting
7

Fair Lending Analyst Senior Resume Examples & Samples

  • Designs and completes statistical regression and analyses to monitor risk in pricing, redlining, underwriting, and other areas in compliance with the Bank’s Fair Lending Policy and fair lending laws and regulations
  • Provides analytical support for joint initiatives between the business and fair lending compliance
  • Prepares and presents statistical results and data sets for analysis in support of regulatory requests and examinations
  • 20150831
8

Asset Based Lending Analyst Resume Examples & Samples

  • Analyze, review and evaluate monthly customer accounts receivable agings to ascertain validity
  • Calculate ineligible figure utilizing aging information from customer
  • Work directly with customer to resolve discrepancies
  • Analyze and review credit information and report status to management
  • Perform timely and accurate credit investigations using Dunn & Bradstreet, bank inquiries, and/or customer credit records
  • Analyze and review client's financial statements, reporting discrepancies
  • Assist Account Representatives in line of credit renewal process
  • Work directly with Loan Examiners and Loan Administration Department
  • Identify suspected deficiencies in field examinations, reporting deficiencies to management
  • Coordinate the transfer of formula based loans from officers' loan portfolios to Asset Based Lending portfolio to include weekly review of loan committee schedules to detail approval, determine controls, formulas, etc.; work with Account Representatives to finalize reporting sequence
  • Maintain database of various management reports (financial statements, agings, borrower's certificates, credit investigations, etc.), interpreting data and distributing reports to appropriate personnel
  • A minimum of three (3) years of accounting, or related, experience
  • Ability to perform intensive, independent work under time constraints
  • Ability to interact with all levels of personnel
  • Bachelor's degree in Business Administration, Accounting or Finance, is preferred
  • A minimum of three (3) years of accounting experience preferred
  • Working knowledge of Hogan, AFS and Datalink
9

Direct Lending Analyst Resume Examples & Samples

  • Conduct independent fundamental credit analysis, due diligence and approval of new investments
  • Calibrate financing needs and structures for prospective borrowers
  • Financial modelling of investment opportunities
  • Interact with management teams, industry sources, and other investment professionals
  • Seek solution to deal structures and issues within the boundaries of fund parameters in co-ordination with the originator and external participants
  • Full involvement in the investment evaluation process including attendance at management presentations, review of due diligence reports, and preparation of internal investment proposals in conjunction with originators
  • Presents Portfolio Manager and Investment Committee with a clear and consistent approach to mitigate credit, legal, industry and other relevant risks
  • Champion selected investment opportunities (in coordination with Origination) through the investment process until completion
  • Provides input on terms and conditions for transactions and works with originator and legal to ensure appropriate documentation
  • Negotiation and review of transaction legal documentation and liaising with internal and external legal advisers
  • Ongoing monitoring of portfolio assets including incl waivers & amendments, contributing to the quarterly fund valuation process and reporting to investors
  • Involvement in providing portfolio reports and analytics for internal and external use
  • Adhere to investment process and operational standards
  • Help identify and manage operational risks
  • Excellent credit skills demonstrated through prior relevant experience underwriting, structuring and executing direct lending/private debt and/or leveraged finance transactions
  • Ability to direct the structuring of a transaction and working with originators to complete investment opportunities
  • Strong financial modelling and legal documentation skills
  • Motivated team player and flexible in approach with ability to work independently
  • Flexible, responsive with keen attention to detail
  • Open-minded thought process and intellectual honesty with an ability to dynamically adapt to coverage of different products
  • Excellent written and verbal communication skills – presents ideas in a clear, concise and constructive manner
  • Must be fluent in English
  • Fluency in German or Italian also strongly preferred
10

Direct Lending Analyst Resume Examples & Samples

  • Supporting the business in the execution of structured transactions
  • Supporting the due diligence process
  • Structuring bespoke financing solutions
  • Monitoring the risk of existing desk positions
  • Screening new trade ideas and researching potential deal opportunities
  • Conducting credit analysis, financial modelling, scenario analysis and credit write-ups
  • Working with internal groups throughout the Bank, including Traders, Structures, Credit Functions, Sales and Banking Coverage and working with Clients and Rating agencies directly
  • Strong financial modelling skills and analytical ability
  • Highly motivated with a strong willingness to learn and take on new challenges
  • Able to work independently and under pressure, prioritising tasks and taking the lead and initiative in moving transactions forward
  • Excellent communication skills (written and oral) and strong interpersonal skills
  • Proficient in Microsoft Word, Excel and PowerPoint
11

Securities Lending Analyst Resume Examples & Samples

  • You communicate effectively with colleagues and business partners through written and verbal correspondence
  • You apply your advanced Excel skills in our day to day operations as well as developing solutions for complex projects
  • You manage a rigorous daily workflow while finding time to meet demanding deadlines on team projects
  • You solve complex problems by applying deliberate, calculated analytics
  • You are constantly pursuing a deeper and expanded knowledge of the business and industry
  • You are challenging the status quo by constantly reassessing current processes in search of improving risk attributes and gaining efficiencies
  • You have an eagerness to participate in the agility of the group through training and supporting the larger team
  • You find an opportunity in high leverage situations to take control and solution efficiently and effectively
12

Lending Analyst, Asset Based Lending Resume Examples & Samples

  • Process, analyze and evaluate loan related transactions and collateral to ensure all activities are in compliance with credit agreement and are completed in accordance with bank policies and procedures. Assess ongoing operations identifying trends, highlighting to the Senior Manager operations to inform ongoing decisions
  • Identify and document exceptions on accounts, and provide recommendations for actions to Senior Manager, Operations for review and escalation to the Senior Portfolio Manager for appropriate action
  • Analyze/review reports and processes to determine adherence to bank risk and operational guidelines, escalating issues and concerns as appropriate
  • Monitor and update the financial compliance-reporting list for the portfolio, including pricing, and fees ensuring proper pricing is in place in accordance with negotiated terms and conditions and within approved guidelines
  • Business Numeracy ( In-depth)
  • Sales and Service (Working)
  • Accounting (In-depth)
13

Caf-lending Analyst Resume Examples & Samples

  • Financial analysis to understand projected performance and valuations under a range of scenarios
  • Liaising with financial and legal advisors in structuring deals
  • And most importantly, contributing to investment decisions with our senior team
14

CRA & Fair Lending Analyst Resume Examples & Samples

  • Imports CRA and HMDA data into CRAWiz and maintains the accuracy of data recorded on the Bank’s CRA Loan Register and HMDA Loan/Application Register
  • Develops and conducts data-focused monitoring for CRA, HMDA, and Community Development (Lending, Investments and Grants, and Service)
  • Analyzes performance results and develops and maintains CRA and Fair Lending metrics, key performance indicators, and key risk indicators
  • Assists with execution of CRA Peer Analysis, Fair Lending Peer Analysis, and the CRA Self-Assessment
  • Generates CRA reporting for line of business management and relevant committees
  • Performs root cause analysis on CRA and fair lending complaints and documents disposition of complaints
  • Maintains the Bank’s CRA Public File
  • Organizes CRA Committee Meetings, including preparing minutes, invitations, materials, etc
  • Supports CRA & Fair Lending Officer with execution of CRA and Fair Lending Programs
  • Performs ad hoc projects, as assigned
  • Maintains current working knowledge of relevant legal and regulatory requirements, including banking, consumer/commercial credit regulations
  • College degree required, preferably in Accounting, Finance, MIS, or similar field
  • 3-5 years regulatory compliance, risk analytics, or CRA/fair lending experience
  • Expert knowledge of Microsoft Excel preferred, with competency in Microsoft Word and PowerPoint
  • Proficient in use of CRAWiz, Fair Lending Wiz, and SharePoint
15

Lending Analyst Resume Examples & Samples

  • Utilize working knowledge of Business Accounting/Financial Statement concepts, procedures and processes typically used in automotive and financial services industries
  • Ability of self-reliance and prioritize work flow in heavy volume environment
  • Knowledge of business documentation including but not limited to sole proprietorships, S-corps, C-corps, partnerships and limited liability corporations
  • Ability to research and analyze UCC filings in the U.S. and Hypothec filings in Canada to determine collateral positioning of all filers and its effect on account risk
  • Developing and promoting programs and practices to support internal efficiency
  • Ability to analyze variances and trends to determine changes in key business metrics vs. expectations and review with leadership team
  • Proficiency with Microsoft Office Suite including: Word, Excel, PowerPoint and Outlook or comparable software application
  • Excellent communication skills in both oral and written across for multi-functional groups
  • Bachelor’s degree in Business with Concentration in Finance, Economics or Accounting preferred but not required
  • Working knowledge in various inventory finance software programs
  • Prior work experience in Auto or Financial service industry is preferred but not required
16

Lending Analyst Resume Examples & Samples

  • Ability to provide exceptional service delivery to both external and internal clients in an efficient and professional manner
  • Strategic thinking skills
  • High level written and verbal communication skills
  • Strong commercial thinking skills balanced with risk management to ensure delivery of client/business outcomes within a regulatory framework
  • Understanding of credit, risk & compliance principles
  • Strong analytical skills, credit awareness & quality risk assessment
  • Self Leadership - Manage performance, growth and development
  • 5+ years exposure to banking, lending or credit environment
  • Knowledge and application of risk grading principals
  • Experience working with complex financial structures
  • Background in financial statement analysis (cash flow analysis is desirable)
  • Exposure to wealth, insurance and equities products is desirable but not essential
  • Qualifications and Training
  • Relevant tertiary qualification (Finance, economics, accounting, etc) is desirable
17

Fair Lending Analyst Resume Examples & Samples

  • Regulatory Knowledge of Fair Lending Laws – Researches, reviews, interprets and applies state and federal laws and regulations applicable to the area of specialty, moving toward becoming an expert in the assigned area. Assists in the identification and application of regulatory requirements pertinent to the department’s oversight. Reviews data and applies departmental-approved standards for testing and follow-up. Advises other departments of regulatory requirements as needed
  • Ability to Perform Risk Assessments – Assessments include Redlining, Pricing, Underwriting, Steering, and Overt Indicators
  • Policies & Procedures –Stays current on all relevant changes within the corporation, department and emerging areas of risk. Reviews and applies bank and/or departmental policies & procedures for testing, exception reports and follow-up. Recommends changes in policy and procedures if necessary to improve areas of identified risk
  • Products & Systems – Has a working knowledge of systems and products applicable to the department’s responsibility, including CRA/Fair Lending WIZ
  • Administration – Adheres to and supports department policies and procedures. Provides assistance and support to management and other departments
  • Performs other duties and responsibilities as assigned
  • Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
  • Extensive personal contact with others and can be of a sensitive and confidential nature
  • Requires the interpretation of specific policies, laws and theories
  • 2-4years’ experience in retail or lending with exposure to applicable regulations
  • Excellent MS Office programs
18

Credit Risk Lending Analyst Resume Examples & Samples

  • Analysts employ the skills fundamental to credit research, including
  • Track and monitor counterparty compliance in accordance with contractual terms and Firm limits
  • Monitor public ratings of counterparties, and keep current on industry trends and rating agency criteria
  • Superior written and verbal communication skills; quantitative orientation and critical thinking skills; and ability to manage dynamic priorities
19

Asset Based Lending Analyst Resume Examples & Samples

  • Non monetary maintenance including client/loan limit changes, interest rate updates, maturity rate and advance rate changes
  • Libor rollovers
  • Payoff quotes
  • FX hedges/confirmations
  • Research business line inquires
  • Review loan closing documentation
20

Consumer Lending Analyst Resume Examples & Samples

  • Participates in portfolio reviews and attends various meetings and lead various projects
  • Handles quality assurance and creation of consumer lending reports and presentations
  • Projects volume and balances
  • Understands portfolio dynamics
  • Researches competitive information, formulates strategies, determines cause and effect of portfolio strategies to identify business opportunity
  • Has project management duties
21

Senior Fair Lending Analyst Resume Examples & Samples

  • Designing and employing quantitative models to assist the Fair Lending team and relevant business units in examining and assessment fair lending risks in compliance with applicable laws and regulations
  • Applying statistical techniques to streamline data collection from multiple datasets and data validation procedures
  • Independently performing quantitative ad hoc analyses on fair lending issues, as well as accessing loan-level data from multiple data sources using SAS or SQL in an Oracle environment
  • Preparing and presenting statistical results and data sets for analysis in support of regulatory requests and examinations – working with examiners and business units to resolve any questions related to analytical methodology or data integrity
  • Interpreting and presenting statistical results in a clear and concise manner to senior management
  • Collaborating with Compliance teammates and business partners in proactively identifying fair lending risks, determining root causes, and advising on potential remedial action plans
  • Staying current of the regulatory environment and expectations through discussions with peers, seminars, webinars, roundtables presented by regulatory agencies, law firms, bankers associations, etc
  • Enhancing existing in-house fair lending models or techniques used to identify fair lending risks through the entire credit lifecycle, including marketing, underwriting, pricing, and loss mitigation
  • Supporting processes and documentation in support of independent validation and ongoing performance monitoring for fair lending models assessed by internal model governance teams – periodically revalidating processes to ensure validity, efficiency, and accuracy
  • Continuously evaluating internal and external practices, including regulatory and peer institution practices, to ensure use of "best in class" statistical and analytical methods, while adhering to regulatory requirements
  • Such other duties as may be assigned
  • Five or more years of experience in applied statistics, economics or other quantitative area, preferably in financial services or regulatory industry with proficiency in risk or fair lending modeling, credit scoring, or impact analysis
  • Demonstrated expertise in SAS (EG) programming
  • Strong, effective interpersonal and communication skills (written, verbal and listening that accurately and clearly summarizes issues and present solutions in an understandable and logical manner)
  • Proven ability to independently coordinate and complete projects, along with a demonstrated inclination to address difficult topics with unique problem solving capabilities
  • Critical thinking and the ability to “connect the dots” of multiple data points across multiple business units to develop a comprehensive assessment of compliance risk
  • A team player who can manage to time-sensitive deliverables
22

Specialized Lending Analyst Resume Examples & Samples

  • Facilitating all aspects of issuance and ongoing activity related to third party issued LCs
  • Negotiations – discussions with RM, borrower/client, beneficiary, attorneys and third party issuers as necessary
  • Collection, payment and reimbursement to third party of applicable fees
  • Ensure proper booking and recordkeeping
  • Processing of ongoing maintenance related to subsequent amendments/renewals
  • Assist with maintaining processes and procedures to ensure compliance to Loan Policy and established guidelines
  • Review monthly reports to ensure our loans system reconciles with the third party issued LCs ensure discrepancy are addressed in a timely manner
  • Escalation of issues to Specialized Lending Manager as necessary
  • Handling LC activity for agented/non-agented deals which are managed by Specialized Lending which can include both domestic and international LCs
  • Act as liaison with borrower/Lead Bank for all LC related activity
  • Prepare all manual billings for initial and recurring LC fees and ensure such fees are collected and posted accordingly to Jack Henry
  • Ensure proper booking, recordkeeping and ongoing maintenance
  • Prepare notices of LC related activity and payment of fees for participant banks
  • Manage the Trade Support Houston mailbox which we are not currently using but would be able to incorporate once we have a dedicated individual assigned to this responsibility
  • Follow up with Relationship Managers (RMs) once notified of an upcoming new deal or amendment via an Agent Bank’s document sharing platform, i. e. Intralinks, SyndTrak, etc
  • Update Syndications/Participations Pipeline with activity
  • Confirm Agent Bank is an IBERIABANK approved Shared National Credit Bank and obtain proper authorization if needed
  • Confirm bank screenings are conducted for new participant banks or non-approved Agent Banks
  • Complete and send Administrative Questionnaire forms and W-9 tax forms to partner banks in addition to arrangement of receiving such forms for IBERIABANK led deals
  • Review loan package according to federal requirements and ensure compliance with Loan Policy with special emphasis on the Syndications page in addition to verifying lending limits of Lending Officers and confirm proper authorization of loans and waiver of exceptions are provided adequately and efficiently
  • Review loan documents according to Commercial Loan Application to guarantee completeness of information, fees and additionally required due diligence documentation are obtained and proper legal compliance requirements have been followed to secure the bank’s interest
  • Confirm all required coding and risk management is present and arrange, as needed set up of new coding on Loan Source System such as RSSD identifiers for new partners banks in addition to new Master Rate Numbers
  • Work with RM, attorneys, Borrower , Title Company and partner banks, when applicable, to coordinate closings
  • Manually prepare invoices for closing related fees (i.e. – upfront fees, waiver fees, appraisal fees, flood fees etc.), monitor the collection of the fees and ensure they are posted to the Loan Source System or appropriate general ledger account accordingly for proper reporting of bank income or expense reimbursement
  • Analyze pricing of initial requests of optionally priced loans against the terms of the credit agreement to ensure compliance
  • Coordinate initial funding with partner banks to ensure funding occurs as agreed. Create accurate notices and fund the initial loan advance in accordance with terms of credit agreement. Ensure funding entries are balanced, authorized and input to the Loan Source System accordingly
  • Confirm fee allocations between IBERIABANK and bank group on syndicated/participated deals with Syndications Team to ensure proper income reporting for each market
  • Arrange for set up/maintenance of loans representing the global amount and each loan representing each participants portion of the global amount ensuring all loans are tied together properly to ensure proper flow of monetary transactions in addition to support accurate reporting for syndication/participation transactions
  • Evaluate and coordinate the setting of priority of loan packages to be reviewed, closed, funded and booked within the required deadline and providing pertinent loan agreement information to Specialized Lending Processing Team Lead to ensure accurate and timely ongoing servicing of loans
  • Coordinate any additional advance/payment activity occurring between closing and when the loan is booked on the Loan Source System
  • Field ongoing inquiries post-closing bank group related to documentation, system set up, and due diligence items
  • Follow up on any collateral exceptions with attorney/RM/Borrower/Agent Bank for resolution for closed loan
  • Complete projects, research and any other duties that may be assigned
  • Provide support to Specialized Lending Processing Team for amortizations schedules, updated ticklers or any other operational questions that may arise as it related to loan documentation