Talent.com
Envision Financial
Commercial AnalystEnvision Financial • Kelowna, BC, Canada
Commercial Analyst

Commercial Analyst

Envision Financial • Kelowna, BC, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

We are currently seeking a Commercial Analyst to join our team.

The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two (2) years in this role and once required skill and experience level is achieved will move into an available commercial sales/lending role. Responsibilities include: provides administrative and analytical support to the commercial sales team; performs a variety of tasks that support the underwriting process for new credit applications; conducts annual reviews on commercial accounts, analyzes financial statements, and completes analysis of industry and market data, as required. The incumbent will deal directly with commercial members once a sufficient level of skill and experience are achieved.

Here’s what would be included as a part of your typical day

  • Financial Analysis: Completes analysis of financial statements and identifies any potential issues or concerns. Researches industry reports and analyzes market data related to specific credit applications, as required.
  • Loan Review/Security: Reviews "offer of credits" and "loan security" generated from the application tool to ensure information is complete and accurate; reviews delinquency reports and connects with TBD and/or credit services to work on resolution.
  • Loans Origination Process: Completes required paperwork for new credit applications, ensuring all supporting documentation is in place and forwards to commercial expert for review and/or approval; ensures required information from financial statements is entered into loans origination system; completes letter of credit requests in loans origination system; and completes progress draw worksheets for construction loans and monitors loan disbursement requests.
  • Risk Management: Completes annual reviews on commercial accounts and ensures all terms and conditions are satisfied including visiting business premises when required.
  • Sales and Service: Reviews files to identify cross-selling opportunities and forwards to appropriate commercial banking advisors; addresses member/client complaints or concerns to the mutual satisfaction of all parties. Establishes and maintains relationships within the branch network and the business community and follows up on incoming referrals. Promotes the organization’s image within the community through participation in community initiatives and events. Reinforces relationship management and FW sales culture through support of in-branch and company wide campaigns and recognizing employee referrals.

Required Skills, Experience & Qualifications

  • College, Trade or Tech School Diploma (2 years) in related field required
  • Bachelor’s Degree in related discipline preferred
  • 2 years sales and financial analysis experience or equivalent required
  • Previous knowledge of lending policies, procedures, products, and services preferred
  • Working knowledge of relevant legislation and statutory requirements influencing the granting and collection of commercial credit preferred
  • Proven knowledge and skills in financial statement analysis and credit risk management
  • Proven ability to manage change and identify and act upon continuous improvement opportunities
  • Strong work ethic and demonstrated resourcefulness in execution of daily activities
  • Advanced knowledge in Microsoft Office Applications, specifically MS Excel and Word
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Créer une alerte emploi pour cette recherche

Commercial Analyst • Kelowna, BC, Canada

Offres similaires

Finance Private Tutoring Jobs Armstrong (BC)

SuperprofArmstrong (BC), Canada
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus

 • Offre sponsorisée

Finance Private Tutoring Jobs Coldstream

SuperprofColdstream, Canada
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus

 • Offre sponsorisée

Complete Online Surveys For Cash (Up to $25/per)

Earn HausVernon, BC, CA
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Commercial Analyst - GeologicAI

GeologicAIkelowna, bc, ca
Temps plein

GeologicAI is a Calgary-based start-up developing and deploying exciting new technologies for the energy and mining sectors.We build nifty geological robots that scan rocks, train AI to analyze the... Voir plus

 • Offre sponsorisée

Team Lead - Business Analyst - Digital Banking - kelowna

VeriParkkelowna, bc, ca
Temps plein

We enable financial institutions to become AI-first digital leaders.As a professional team of global scale, we work with best clients for great and exciting projects, in an environment where we lea... Voir plus

 • Offre sponsorisée

Sales Representative - 60k / Year - Remote

Spade RecruitingVernon, British Columbia
Télétravail
Temps plein
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Voir plus

 • Offre sponsorisée

Business Analyst - TAINA Technology Limited

TAINA Technology Limitedkelowna, bc, ca
Temps plein

Where world‑class product thinking meets real‑world regulatory impact.Do you want to work somewhere your analysis actually shapes the product — not just documents it?.Do you enjoy sitting at the in... Voir plus

 • Offre sponsorisée

SAP Business Analyst - kelowna

Insight Globalkelowna, bc, ca
Temporaire

Insight Global is looking to fill a SAP Business Analyst position for a prominent utility company based in Vancouver.This is a remote, 8-month contract with high possibility for extension.The succe... Voir plus

 • Offre sponsorisée

Business Analyst

TAINA Technology Limitedkelowna, bc, ca
Temps plein

Where world‑class product thinking meets real‑world regulatory impact.Do you want to work somewhere your analysis actually shapes the product — not just documents it?.Do you enjoy sitting at the in... Voir plus

 • Offre sponsorisée

Commercial Analyst

GeologicAIkelowna, bc, ca
Temps plein

GeologicAI is a Calgary-based start-up developing and deploying exciting new technologies for the energy and mining sectors.We build nifty geological robots that scan rocks, train AI to analyze the... Voir plus

 • Offre sponsorisée

Business Analyst - kelowna

TAINA Technology Limitedkelowna, bc, ca
Temps plein

Where world‑class product thinking meets real‑world regulatory impact.Do you want to work somewhere your analysis actually shapes the product — not just documents it?.Do you enjoy sitting at the in... Voir plus

 • Offre sponsorisée

Trade Support Analyst (with capital markets exp)

Luxoftkelowna, bc, ca
Temps plein

Client's application support is responsible for the production systems, including Trading, Post-Trade, and PnL software, environment management, and software deployment.Will work closely with devel... Voir plus

 • Offre sponsorisée

Commercial Analyst - kelowna

GeologicAIkelowna, bc, ca
Temps plein

GeologicAI is a Calgary-based start-up developing and deploying exciting new technologies for the energy and mining sectors.We build nifty geological robots that scan rocks, train AI to analyze the... Voir plus

 • Offre sponsorisée

Business Analyst - fintex

fintexkelowna, bc, ca
Temps plein

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Voir plus

 • Offre sponsorisée

Software Business Analyst

Alpha Bravo Developmentkelowna, bc, ca
Temps plein

We’re a fast-growing software development agency that helps service-based businesses across the U.Our team values ownership, innovation, and building long-term partnerships with clients.We’re looki... Voir plus

 • Offre sponsorisée

Business Analyst

fintexkelowna, bc, ca
Temps plein

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Voir plus

 • Offre sponsorisée

SAP Business Analyst

Insight Globalkelowna, bc, ca
Temporaire

Insight Global is looking to fill a SAP Business Analyst position for a prominent utility company based in Vancouver.This is a remote, 8-month contract with high possibility for extension.The succe... Voir plus

 • Offre sponsorisée

Trade Support Analyst (with capital markets exp) - kelowna

Luxoftkelowna, bc, ca
Temps plein

Client's application support is responsible for the production systems, including Trading, Post-Trade, and PnL software, environment management, and software deployment.Will work closely with devel... Voir plus