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Credit Analyst

Job ID: 1783657
OA Reference: CredA.ds.1143

  • $65,600 to $74,900
  • Novato, 94947

Our client, a reputable financial institution, is seeking a detail-oriented Credit Analyst to support their lending team. This role focuses on analyzing and spreading financial statements and tax returns, including both business and personal financials, to assist in the credit evaluation process.

Key Responsibilities:

Spread and analyze business and personal financial statements and tax returns
Evaluate financial data to support credit decisions and risk assessment
Assist with loan documentation, including notes, agreements, and security documents
Maintain accurate records within internal banking systems
Collaborate with cross-functional teams including lending, operations, and credit

Qualifications:

2–4 years of experience in credit analysis or financial analysis
Bachelor’s degree in Finance, Accounting, or related field (or equivalent experience)
Basic understanding of accounting principles and financial statement analysis
Proficiency in Microsoft Word and Excel
Experience with bank loan and deposit systems preferred
Familiarity with loan documentation and banking operations is a plus

Skills & Attributes:

Strong attention to detail and analytical skills
Effective communication skills, both written and verbal
Team-oriented with a positive and professional attitude
Ability to manage multiple priorities and meet deadlines

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Financially Astute, Risk-Aware, Data-Driven, Detail-Oriented, Compliance-Focused

AppleOne Representative Contact Info

Account Executive:
Diane
Branch Phone:
Location:
Petaluma, CA