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Analyst Jobs in Penticton, BC

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Last updated: 10 days ago
Commercial Analyst

Commercial Analyst

Envision FinancialPenticton, BC, Canada
Full-time
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 t...Show moreLast updated: 10 days ago
  • Promoted
Measurement Services Business Analyst

Measurement Services Business Analyst

FortisBCPenticton, Regional District of Okanagan-Similkameen, Canada
Full-time
Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Measurement Services Business Analyst. Employment Status : Full-Time Regular.Posting End Date : Open until fil...Show moreLast updated: 25 days ago
  • Promoted
Solution Delivery Manager

Solution Delivery Manager

Rogers CommunicationsPenticton, Regional District of Okanagan-Similkameen, Canada
Full-time +1
This position is available to candidates in multiple locations as long as you are able to travel to a local Rogers office. Our Technology team wakes up every day with one goal in mind - connecting C...Show moreLast updated: 30+ days ago
Measurement Services Business Analyst

Measurement Services Business Analyst

fortisBCPenticton, BC, CA
Full-time
Employment Status : Full-Time Regular.Posting End Date : Open until filled.As the province’s largest energy provider with more than 100 years of knowledge and experience, we proudly deliver renewable...Show moreLast updated: 30+ days ago
Senior Programmer Analyst

Senior Programmer Analyst

BCLCRemote within, BC, CA
Remote
Full-time +1
Our typical hiring range will be + / - 10% of the midpoint listed above.Factors influencing this decision include qualifications and market conditions for the role. BCLC’s two offices are located on t...Show moreLast updated: 30+ days ago
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Commercial Analyst

Commercial Analyst

Envision FinancialPenticton, BC, Canada
10 days ago
Job type
  • Full-time
Job description

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.