Credit Analyst

Fort Lauderdale, FL 33334

Posted: 01/27/2019 Industry: A & F Vertical Job Number: 15756

My client is a loan portfolio management, risk management advisory, and financial administration services firm based in South Florida. 

They are looking to hire a Commercial Credit Analyst/Sr Analyst. 

  • Manage daily administration of investments to ensure collateral adequacy and compliance with agreements prior to funding
  • Understanding complex loan documents and transaction structures
  • Maintain transaction documentation files
  • Document deal amendments and resolutions with borrowers
  • Define risks in the transaction or the borrower’ s business model
  • Monitor the transaction covenants, cash flows, reporting and events
  • Perform credit analysis and general portfolio investments reporting
  • Monitor and analyze service provider reporting
  • Interface with clients, investors and other third parties
  • Prepare project deliverable' s  including written reports, data files and PowerPoint presentations
  • Conduct valuation and due diligence of loans and portfolios
  • Update borrower and collateral profiles and monitor key performance indicators
  • Coordinate with operations, tax and accounting to ensure accurate books and records
  • Work with internal and external parties to organize the various components needed to initiate and operate major projects. May include coordinating schedules and activities, placing orders for services, and tracking progress and results

  • Bachelor’ s degree in finance, accounting or relevant business field
  • Direct experience in assessment and monitoring corporate and commercial loans
  • 3-5 years’ experience at a commercial finance company, commercial bank, specialty servicing company or an investment firm with credit monitoring experience
  • Advanced Excel skills, as well as ability to efficiently complete assignments in Word and PowerPoint


Jon Bofshever     

Triumph Professional Staffing

954-634-0777 Office

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