LocationPittsburgh, Pennsylvania - United States; Cleveland, Ohio - United States
Work modeon-site
Typefull-time
SeniorityMid
Experience2–6 yrs
EquityIncluded
Company size10,000+ people
PostedSep 4, 2026 · 1mo ago
Verified live14h ago
At a glanceSummarised by Seekless from the posting.
Must have8
Bachelor's Degree in finance, accounting or related field, or equivalent combination of education and experience
2-5 years of relevant direct commercial, cash management or private banking experience
General familiarity with CRE and/or C&I underwriting experience
Ability to read, analyze and interpret complex financial and loan documentation
Demonstrated ability to clearly present analysis in a written and verbal manner
Ability to define problems, collect data, establish facts and draw valid conclusions
Knowledge of and experience using financial modeling for credit analysis
Advanced Microsoft Excel skills and general proficiency using Microsoft Office suite
Skills
Microsoft Excel
Microsoft Office
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Retirement savings
Paid time off
Parental leave
Job Description Summary
The Credit Analyst supports commercial lenders and underwriters with the analysis and entry of cash flow statements (historical and projected), rent rolls, collateral, market data and guarantor financials into commercial database. Assists in monitoring requests for and receipt of borrowers’ financial statements. Uploads supporting documentation and tracks/verifies compliance using standard tools and processes for Bank audits and exams.
The Credit Analyst works collaboratively with the Line of Business and Portfolio Analysts to resolve data inconsistencies and incorrect or missing information to ensure the accuracy of market analysis and portfolio reporting.
Job Description
Primary Functions of the Position:
•
Provide support to market Portfolio Managers and Underwriters as the initial Point-of-Entry for client financial data including financial statements, rent rolls, personal financial statements, and global cash flow.
•
Generate various reports to track receipt and progression of financial reporting, covenant compliance, leasing status and quarterly periodic reviews.
•
Gather market research by assembling information from various sources including CoStar, REIS and/or other data resources for quarterly market reporting
•
Reviews and analyzes financial statements and interprets findings for the preparation of quarterly periodic reviews (QPRs) ensuring timely compliance with credit policy and procedure.
Requirements
Education and Experience Requirements:
•
Bachelor’s Degree in finance, accounting or related field, or equivalent combination of education and experience.
•
2-5 years of relevant direct commercial, cash management or private banking experience.
•
General familiarity with CRE and/or C&I underwriting experience.
Essential Skills and Abilities:
•
Ability to read, analyze and interpret complex financial and loan documentation.
•
Demonstrated ability to clearly present analysis in a written and verbal manner.
•
Ability to define problems, collect data, establish facts and draw valid conclusions.
•
Knowledge of and experience using financial modeling for credit analysis.
•
Advanced Microsoft excel skills and general proficiency using Microsoft Office suite.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
Salary Range
$60,000.00-$106,000.00
Travel
Less than 25%
Workstyle
Resident
Benefits
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
About the company
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.