Financial Research & Modeling Expert
Required Skills
financial analysis
loan documentation
regulatory compliance
microsoft office suite
crm systems
banking software
written communication
verbal communication
client relationship management
problem-solving
attention to detail
Job Description
Job Title: Financial Research & Modeling Expert
Job Type: Full-time or part-time
Location: Remote
Job Summary
Join our customer's team as a Commercial Banking Associate and play a key role in delivering exceptional financial solutions to a diverse client base. This remote position offers the opportunity to collaborate with experienced banking professionals in a dynamic environment, supporting clients at regional or money center banks.
Key Responsibilities
- Support relationship managers in servicing commercial banking clients through timely and accurate account management.
- Prepare and review loan documentation, financial statements, and credit memos for new and existing clients.
- Analyze client financials and market data to provide actionable insights and recommendations.
- Coordinate loan closings and monitor ongoing portfolio performance to ensure regulatory compliance.
- Foster strong client relationships by responding to inquiries and resolving issues efficiently via written and verbal communication.
- Collaborate with internal teams to streamline processes and support business development initiatives.
- Maintain comprehensive records and uphold data integrity in all banking operations.
Required Skills and Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 1-3 years of experience in commercial or corporate banking, preferably with regional or money center banks.
- Exceptional written and verbal communication skills, with a client-focused approach.
- Strong analytical abilities and attention to detail in reviewing financial and transactional documents.
- Proficiency with banking software, Microsoft Office Suite, and CRM systems.
- Ability to work independently in a remote setting while meeting deadlines and regulatory standards.
- Demonstrated adaptability and problem-solving skills in a fast-paced environment.
Preferred Qualifications
- Experience supporting commercial lending teams or managing loan portfolios.
- Knowledge of industry regulations and compliance practices for regional or money center banks.
- Professional certifications such as CFA, CBA, or similar credentials.