Building and Land Technology
Stamford, Connecticut
Title: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLT's hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst : Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks. Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies. Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships. Assist in the preparation and review of property operating budgets, monthly financials, and variance reports. Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners. Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions. Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction. Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions. Conduct market research to ensure asset positioning and competitiveness. Perform regular on-site property inspections. Foster and maintain strong relationships with operating partners, vendors, lenders, and other stakeholders. Qualifications & Requirements of the Hospitality Asset Management Analyst : Bachelor's degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred. 2+ years of analytical experience with a focus in hospitality required. Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results. Proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational skills and attention to detail. Strong written and verbal communication skills. Proactive, strategic, and analytical mindset. Results-oriented with the ability to manage multiple projects simultaneously. Benefits provided to the Hospitality Asset Management Analyst : Competitive salary with potential for bonus Medical Insurance Dental Insurance Vision Plan 401(k) Plan Life Insurance Paid Vacation Paid Sick Leave Paid Holidays Tuition Reimbursement Housing Discount BLT is an equal opportunity employer. Please note that this job description is intended to outline the general nature and key responsibilities of the role. It is not a comprehensive list, and duties may evolve over time based on business needs. Pm21 Powered by JazzHR PIdc654faa4d0e-0015
12/05/2025
Full time
Title: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLT's hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst : Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks. Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies. Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships. Assist in the preparation and review of property operating budgets, monthly financials, and variance reports. Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners. Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions. Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction. Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions. Conduct market research to ensure asset positioning and competitiveness. Perform regular on-site property inspections. Foster and maintain strong relationships with operating partners, vendors, lenders, and other stakeholders. Qualifications & Requirements of the Hospitality Asset Management Analyst : Bachelor's degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred. 2+ years of analytical experience with a focus in hospitality required. Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results. Proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational skills and attention to detail. Strong written and verbal communication skills. Proactive, strategic, and analytical mindset. Results-oriented with the ability to manage multiple projects simultaneously. Benefits provided to the Hospitality Asset Management Analyst : Competitive salary with potential for bonus Medical Insurance Dental Insurance Vision Plan 401(k) Plan Life Insurance Paid Vacation Paid Sick Leave Paid Holidays Tuition Reimbursement Housing Discount BLT is an equal opportunity employer. Please note that this job description is intended to outline the general nature and key responsibilities of the role. It is not a comprehensive list, and duties may evolve over time based on business needs. Pm21 Powered by JazzHR PIdc654faa4d0e-0015
Building and Land Technology
Stamford, Connecticut
Title: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLTs hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst : Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks. Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies. Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships. Assist in the preparation and review of property operating budgets, monthly financials, and variance reports. Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners. Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions. Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction. Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions. Conduct market research to ensure asset positioning and competitiveness. Perform regular on-site property inspections. Foster and maintain strong relationships with operating partners, vendors, lenders, and other stakeholders. Qualifications & Requirements of the Hospitality Asset Management Analyst : Bachelors degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred. 2+ years of analytical experience with a focus in hospitalityrequired. Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results. Proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational skills and attention to detail. Strong written and verbal communication skills. Proactive, strategic, and analytical mindset. Results-oriented with the ability to manage multiple projects simultaneously. Benefits provided to the Hospitality Asset Management Analyst : Competitive salary with potential for bonus Medical Insurance Dental Insurance Vision Plan 401(k) Plan Life Insurance Paid Vacation Paid Sick Leave Paid Holidays Tuition Reimbursement Housing Discount BLT is an equal opportunity employer.Please note that this job description is intended to outline the general nature and key responsibilities of the role. It is not a comprehensive list, and duties may evolve over time based on business needs. Pm21 Powered by JazzHR PI908cf2-
12/04/2025
Full time
Title: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLTs hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst : Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks. Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies. Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships. Assist in the preparation and review of property operating budgets, monthly financials, and variance reports. Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners. Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions. Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction. Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions. Conduct market research to ensure asset positioning and competitiveness. Perform regular on-site property inspections. Foster and maintain strong relationships with operating partners, vendors, lenders, and other stakeholders. Qualifications & Requirements of the Hospitality Asset Management Analyst : Bachelors degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred. 2+ years of analytical experience with a focus in hospitalityrequired. Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results. Proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational skills and attention to detail. Strong written and verbal communication skills. Proactive, strategic, and analytical mindset. Results-oriented with the ability to manage multiple projects simultaneously. Benefits provided to the Hospitality Asset Management Analyst : Competitive salary with potential for bonus Medical Insurance Dental Insurance Vision Plan 401(k) Plan Life Insurance Paid Vacation Paid Sick Leave Paid Holidays Tuition Reimbursement Housing Discount BLT is an equal opportunity employer.Please note that this job description is intended to outline the general nature and key responsibilities of the role. It is not a comprehensive list, and duties may evolve over time based on business needs. Pm21 Powered by JazzHR PI908cf2-
Ethan Conrad Properties Inc
Sacramento, California
Description: Summary: Ethan Conrad Properties, Inc. is one of the largest and the fastest growing Commercial Real Estate Companies in Sacramento, CA. With over 11.9MM square feet, over 175 properties, and over 250 buildings, valued at over $2.0 billion dollars. ECP has had an Annual Growth of over 20% for the past 13 years and anticipates continued growth of 20% annually, creating more job opportunities internally and externally. ECP is a World Class Company. The Senior Lease Analyst is responsible for leading and performing lease administration functions to ensure compliance of lease terms, management of the lease database, and tracking the financial and other obligations for all lease documents. Requirements: Essential Functions: This position is responsible for: Manage and analyze commercial lease agreements, ensuring accuracy, compliance, and financial optimization. Track critical dates, verify financial obligations and prepare independently quarterly and year end CAM reconciliations. Manage the set up and update of recovery expense pools, lease types, etc. in Yardi. Act as Primary Point of Contact between ECP and Yardi administrators and programmers for Yardi issues. Take lead on testing, implementation and configuration of new Smart Lease Yardi module. Manage monthly audit reports process as per annual schedule / plan, accountable for action plan for discrepancies / audit findings. Review and update rent rolls for allocated properties as needed. Update tenant leases with changes received from property managers and/or brokers. Follow up with brokers and/or property managers on lease documentation errors. Work with AR Team regarding tenant ledger inquiries or errors. Process tenant move outs and security deposit refunds in Yardi. Manage ongoing reconciliation process of square footage of properties and units between Yardi and marketing brochures. Update building re-measurements n Yardi. Follow up with brokers on new leases/tenants for financial and credit reports and saving such on the shared drive under the tenants lease file. Save all lease documents in hard files and soft files; combine amendments with leases and save complete lease on the shared drive. Manage, for allocated properties, end-to-end CAM reconciliation annual process, send tenants CAM reconciliation letters via email and post charges and/or credits to tenant ledgers; update Yardi with new CAM estimate amount. Verify current insurance, input COI in Yardi for new leases, file COI in shared drive, email tenant if it is not current, set them up for recurring insurance emails. Update CPI table for rent increases. Update all the Exclusives & Restrictions Document for each property in the portfolio based on the lease language if any. Lead process, for allocated properties, of responding to tenant inquiries regarding CAM reconciliations. Support Lease Admin Manager in answering Owners questions and providing lease information upon request. Be able to work with minimal supervision and independence Other duties as assigned. Education/Experience: Mandatory: At least 10 years of relevant experience in the commercial real estate lease administration industry and/or accounting and property management fields. At least 5 years of leading and / or managing annual CAM reconciliation processes for landlords (not as a tenant), including the entering and interpretation of lease agreements. Preferred: At least 3 years of experience with Shopping Mall lease agreements. At least 3 years of experience with percentage rent lease agreements. Bachelors Degree in Real Estate, Business Administration or similar field At least 3 years of experience with Yardi software for commercial real estate Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands. Compensation details: 0 Yearly Salary PIb1a2-
12/03/2025
Full time
Description: Summary: Ethan Conrad Properties, Inc. is one of the largest and the fastest growing Commercial Real Estate Companies in Sacramento, CA. With over 11.9MM square feet, over 175 properties, and over 250 buildings, valued at over $2.0 billion dollars. ECP has had an Annual Growth of over 20% for the past 13 years and anticipates continued growth of 20% annually, creating more job opportunities internally and externally. ECP is a World Class Company. The Senior Lease Analyst is responsible for leading and performing lease administration functions to ensure compliance of lease terms, management of the lease database, and tracking the financial and other obligations for all lease documents. Requirements: Essential Functions: This position is responsible for: Manage and analyze commercial lease agreements, ensuring accuracy, compliance, and financial optimization. Track critical dates, verify financial obligations and prepare independently quarterly and year end CAM reconciliations. Manage the set up and update of recovery expense pools, lease types, etc. in Yardi. Act as Primary Point of Contact between ECP and Yardi administrators and programmers for Yardi issues. Take lead on testing, implementation and configuration of new Smart Lease Yardi module. Manage monthly audit reports process as per annual schedule / plan, accountable for action plan for discrepancies / audit findings. Review and update rent rolls for allocated properties as needed. Update tenant leases with changes received from property managers and/or brokers. Follow up with brokers and/or property managers on lease documentation errors. Work with AR Team regarding tenant ledger inquiries or errors. Process tenant move outs and security deposit refunds in Yardi. Manage ongoing reconciliation process of square footage of properties and units between Yardi and marketing brochures. Update building re-measurements n Yardi. Follow up with brokers on new leases/tenants for financial and credit reports and saving such on the shared drive under the tenants lease file. Save all lease documents in hard files and soft files; combine amendments with leases and save complete lease on the shared drive. Manage, for allocated properties, end-to-end CAM reconciliation annual process, send tenants CAM reconciliation letters via email and post charges and/or credits to tenant ledgers; update Yardi with new CAM estimate amount. Verify current insurance, input COI in Yardi for new leases, file COI in shared drive, email tenant if it is not current, set them up for recurring insurance emails. Update CPI table for rent increases. Update all the Exclusives & Restrictions Document for each property in the portfolio based on the lease language if any. Lead process, for allocated properties, of responding to tenant inquiries regarding CAM reconciliations. Support Lease Admin Manager in answering Owners questions and providing lease information upon request. Be able to work with minimal supervision and independence Other duties as assigned. Education/Experience: Mandatory: At least 10 years of relevant experience in the commercial real estate lease administration industry and/or accounting and property management fields. At least 5 years of leading and / or managing annual CAM reconciliation processes for landlords (not as a tenant), including the entering and interpretation of lease agreements. Preferred: At least 3 years of experience with Shopping Mall lease agreements. At least 3 years of experience with percentage rent lease agreements. Bachelors Degree in Real Estate, Business Administration or similar field At least 3 years of experience with Yardi software for commercial real estate Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands. Compensation details: 0 Yearly Salary PIb1a2-
Ethan Conrad Properties Inc
Sacramento, California
Description: Summary: Ethan Conrad Properties, Inc. is one of the largest and the fastest growing Commercial Real Estate Companies in Sacramento, CA. With over 11.9MM square feet, over 175 properties, and over 250 buildings, valued at over $2.0 billion dollars. ECP has had an Annual Growth of over 20% for the past 13 years and anticipates continued growth of 20% annually, creating more job opportunities internally and externally. ECP is a World Class Company. The Senior Lease Analyst is responsible for leading and performing lease administration functions to ensure compliance of lease terms, management of the lease database, and tracking the financial and other obligations for all lease documents. Requirements: Essential Functions: This position is responsible for: Manage and analyze commercial lease agreements, ensuring accuracy, compliance, and financial optimization. Track critical dates, verify financial obligations and prepare independently quarterly and year end CAM reconciliations. Manage the set up and update of recovery expense pools, lease types, etc. in Yardi. Act as Primary Point of Contact between ECP and Yardi administrators and programmers for Yardi issues. Take lead on testing, implementation and configuration of new Smart Lease Yardi module. Manage monthly audit reports process as per annual schedule / plan, accountable for action plan for discrepancies / audit findings. Review and update rent rolls for allocated properties as needed. Update tenant leases with changes received from property managers and/or brokers. Follow up with brokers and/or property managers on lease documentation errors. Work with AR Team regarding tenant ledger inquiries or errors. Process tenant move outs and security deposit refunds in Yardi. Manage ongoing reconciliation process of square footage of properties and units between Yardi and marketing brochures. Update building re-measurements n Yardi. Follow up with brokers on new leases/tenants for financial and credit reports and saving such on the shared drive under the tenant's lease file. Save all lease documents in hard files and soft files; combine amendments with leases and save complete lease on the shared drive. Manage, for allocated properties, end-to-end CAM reconciliation annual process, send tenants CAM reconciliation letters via email and post charges and/or credits to tenant ledgers; update Yardi with new CAM estimate amount. Verify current insurance, input COI in Yardi for new leases, file COI in shared drive, email tenant if it is not current, set them up for recurring insurance emails. Update CPI table for rent increases. Update all the Exclusives & Restrictions Document for each property in the portfolio based on the lease language if any. Lead process, for allocated properties, of responding to tenant inquiries regarding CAM reconciliations. Support Lease Admin Manager in answering Owner's questions and providing lease information upon request. Be able to work with minimal supervision and independence Other duties as assigned. Education/Experience: Mandatory: At least 10 years of relevant experience in the commercial real estate lease administration industry and/or accounting and property management fields. At least 5 years of leading and / or managing annual CAM reconciliation processes for landlords (not as a tenant), including the entering and interpretation of lease agreements. Preferred: At least 3 years of experience with Shopping Mall lease agreements. At least 3 years of experience with percentage rent lease agreements. Bachelor's Degree in Real Estate, Business Administration or similar field At least 3 years of experience with Yardi software for commercial real estate Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands. Compensation details: 0 Yearly Salary PI722b1a5-
12/03/2025
Full time
Description: Summary: Ethan Conrad Properties, Inc. is one of the largest and the fastest growing Commercial Real Estate Companies in Sacramento, CA. With over 11.9MM square feet, over 175 properties, and over 250 buildings, valued at over $2.0 billion dollars. ECP has had an Annual Growth of over 20% for the past 13 years and anticipates continued growth of 20% annually, creating more job opportunities internally and externally. ECP is a World Class Company. The Senior Lease Analyst is responsible for leading and performing lease administration functions to ensure compliance of lease terms, management of the lease database, and tracking the financial and other obligations for all lease documents. Requirements: Essential Functions: This position is responsible for: Manage and analyze commercial lease agreements, ensuring accuracy, compliance, and financial optimization. Track critical dates, verify financial obligations and prepare independently quarterly and year end CAM reconciliations. Manage the set up and update of recovery expense pools, lease types, etc. in Yardi. Act as Primary Point of Contact between ECP and Yardi administrators and programmers for Yardi issues. Take lead on testing, implementation and configuration of new Smart Lease Yardi module. Manage monthly audit reports process as per annual schedule / plan, accountable for action plan for discrepancies / audit findings. Review and update rent rolls for allocated properties as needed. Update tenant leases with changes received from property managers and/or brokers. Follow up with brokers and/or property managers on lease documentation errors. Work with AR Team regarding tenant ledger inquiries or errors. Process tenant move outs and security deposit refunds in Yardi. Manage ongoing reconciliation process of square footage of properties and units between Yardi and marketing brochures. Update building re-measurements n Yardi. Follow up with brokers on new leases/tenants for financial and credit reports and saving such on the shared drive under the tenant's lease file. Save all lease documents in hard files and soft files; combine amendments with leases and save complete lease on the shared drive. Manage, for allocated properties, end-to-end CAM reconciliation annual process, send tenants CAM reconciliation letters via email and post charges and/or credits to tenant ledgers; update Yardi with new CAM estimate amount. Verify current insurance, input COI in Yardi for new leases, file COI in shared drive, email tenant if it is not current, set them up for recurring insurance emails. Update CPI table for rent increases. Update all the Exclusives & Restrictions Document for each property in the portfolio based on the lease language if any. Lead process, for allocated properties, of responding to tenant inquiries regarding CAM reconciliations. Support Lease Admin Manager in answering Owner's questions and providing lease information upon request. Be able to work with minimal supervision and independence Other duties as assigned. Education/Experience: Mandatory: At least 10 years of relevant experience in the commercial real estate lease administration industry and/or accounting and property management fields. At least 5 years of leading and / or managing annual CAM reconciliation processes for landlords (not as a tenant), including the entering and interpretation of lease agreements. Preferred: At least 3 years of experience with Shopping Mall lease agreements. At least 3 years of experience with percentage rent lease agreements. Bachelor's Degree in Real Estate, Business Administration or similar field At least 3 years of experience with Yardi software for commercial real estate Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands. Compensation details: 0 Yearly Salary PI722b1a5-
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-
12/02/2025
Full time
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-
Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $65,000 - $90,000. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303
12/02/2025
Full time
Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $65,000 - $90,000. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303
Kirtland Federal Credit Union
Albuquerque, New Mexico
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Commercial & Construction Loan Processor II to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based out of our Gibson Operations Center in Albuquerque, NM, with hybrid opportunities after a period and according to manager discretion. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program 401 (k) employer match Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employer paid Life Insurance Employee Assistance Program Employer paid Short- and Long-Term Disability Insurance Travel Assistance Program This is what we would like you to do: Responsible for working directly with assigned Commercial Loan Officers, Business Loan Officers and commercial lending clients to provide assistance in the loan application, documentation and closing process. This will include on-going record keeping and acting as a liaison between external partners to complete each loan package. Responsible for providing on-going, complex administrative support for commercial/business members and providing general support to assigned partners. Supports and works closely with our Credit Analyst partners. Interfacing with members to provide assistance in the preparation of loan documents and origination of loan files. Works closely with the Commercial Servicing department for funding, loan proceeds disbursements and maintenance of loan files. Provides effective and efficient administration of installment, commercial, construction and real estate loan collateral files through the timely and accurate processing of all documents and entries. Ensure that files are in compliance with the credit union and regulatory compliance requirements. Primary Job Duties: Assumes responsibility for the effective performance of assigned clerical, secretarial, and loan processing functions. Provides support to assigned Loan Officers to complete loan applications. This will include but not limited to: Ensuring all needed documentation is in the file, reviewed and uploaded at all stages of the process. Conducts a first review of due diligence to ensure the loan file is complete and accurate. Contacting the prospect or member to supply updates on loan status or to collect information as needed. Contacting Title companies to place request, clear items, coordinate closings. Makes transfers for businesses as needed for loan fees and retainers. Purges loan files that did not close, ensuring that all sensitive information has been destroyed properly. Maintains a list of pending and exception items that are outstanding. Follows up with the appropriate parties clear these items and notifies management of the existence, status and remedy to all items. Ensures that business members and prospects have copies of documentation as required or requested throughout the process. Starts, maintains, organizes and updates business files for loan as they progress and/or close. Assumes responsibility for establishing and maintaining effective business relations with members. Maintains the Credit Union's professional reputation, including professional conduct and personal appearance. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management. Education/Certification: High School Diploma or equivalent Specialized certification or licensing, completion of specialized training courses, or job-specific skills acquired through an apprenticeship program. Experience Required: Three to five years' prior experience in a commercial environment. Prior experience with Commercial Loan documents. Experience with Laser Pro a plus. Experience interacting with Title Companies for review of fees, clearing items, scheduling closings, etc. Required knowledge, skills and abilities: Accepted commercial lending practices. Familiarity with business loan programs and service requirements. Ability to understand real estate title insurance/binders. Accurate and attentive to detail. Well organized. Strong typing abilities. Ability to assist others. Must be able to handle multiple responsibilities throughout a day. Ability to meet deadlines, deal with sensitive information and problem resolution. Self-starter that can work independently and in a team environment. Ability to work with legal documents and identify/interpret data as needed. To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PI12236ef5-
12/01/2025
Full time
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Commercial & Construction Loan Processor II to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based out of our Gibson Operations Center in Albuquerque, NM, with hybrid opportunities after a period and according to manager discretion. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program 401 (k) employer match Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employer paid Life Insurance Employee Assistance Program Employer paid Short- and Long-Term Disability Insurance Travel Assistance Program This is what we would like you to do: Responsible for working directly with assigned Commercial Loan Officers, Business Loan Officers and commercial lending clients to provide assistance in the loan application, documentation and closing process. This will include on-going record keeping and acting as a liaison between external partners to complete each loan package. Responsible for providing on-going, complex administrative support for commercial/business members and providing general support to assigned partners. Supports and works closely with our Credit Analyst partners. Interfacing with members to provide assistance in the preparation of loan documents and origination of loan files. Works closely with the Commercial Servicing department for funding, loan proceeds disbursements and maintenance of loan files. Provides effective and efficient administration of installment, commercial, construction and real estate loan collateral files through the timely and accurate processing of all documents and entries. Ensure that files are in compliance with the credit union and regulatory compliance requirements. Primary Job Duties: Assumes responsibility for the effective performance of assigned clerical, secretarial, and loan processing functions. Provides support to assigned Loan Officers to complete loan applications. This will include but not limited to: Ensuring all needed documentation is in the file, reviewed and uploaded at all stages of the process. Conducts a first review of due diligence to ensure the loan file is complete and accurate. Contacting the prospect or member to supply updates on loan status or to collect information as needed. Contacting Title companies to place request, clear items, coordinate closings. Makes transfers for businesses as needed for loan fees and retainers. Purges loan files that did not close, ensuring that all sensitive information has been destroyed properly. Maintains a list of pending and exception items that are outstanding. Follows up with the appropriate parties clear these items and notifies management of the existence, status and remedy to all items. Ensures that business members and prospects have copies of documentation as required or requested throughout the process. Starts, maintains, organizes and updates business files for loan as they progress and/or close. Assumes responsibility for establishing and maintaining effective business relations with members. Maintains the Credit Union's professional reputation, including professional conduct and personal appearance. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management. Education/Certification: High School Diploma or equivalent Specialized certification or licensing, completion of specialized training courses, or job-specific skills acquired through an apprenticeship program. Experience Required: Three to five years' prior experience in a commercial environment. Prior experience with Commercial Loan documents. Experience with Laser Pro a plus. Experience interacting with Title Companies for review of fees, clearing items, scheduling closings, etc. Required knowledge, skills and abilities: Accepted commercial lending practices. Familiarity with business loan programs and service requirements. Ability to understand real estate title insurance/binders. Accurate and attentive to detail. Well organized. Strong typing abilities. Ability to assist others. Must be able to handle multiple responsibilities throughout a day. Ability to meet deadlines, deal with sensitive information and problem resolution. Self-starter that can work independently and in a team environment. Ability to work with legal documents and identify/interpret data as needed. To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PI12236ef5-
Genesis10 is seeking a Corporate Insurance Specialist for a 12 month contract position (potential to convert) with a financial services company located in New York, NY. This position prefers candidates to be onsite. Summary: The ideal candidate will serve as a Property & Casualty insurance subject matter expert and will play a pivotal role in the development, renewal, and management of insurance programs for both corporate entities and subsidiaries. This role is responsible for evaluating coverage options, negotiating policy terms and conditions, and educating stakeholders on insurance policies. Prepare underwriting submission materials and facilitate placement and maintenance of corporate insurance programs, including but not limited to Property & Casualty programs (international and domestic), Workers Compensation, Construction Insurance (OCIP, Builders Risk, Owners Interest Liability, etc.). Support multiple business lines with subsidiary insurance renewals, including but not limited to Master Trust, Fidelity Bonds, Miscellaneous Error & Omission and Director & Officers liability placements worldwide. Respond to internal and external inquiries in relation to insurance requirements. Review vendor and supplier contracts, real estate lease agreements, and Requests for Proposals (RFPs) to ensure compliance with insurance requirements. Perform administrative tasks such as maintaining and updating insurance schedules, administering claims for all corporate and subsidiary policies, verifying insurance binders and policies for accuracy, coordinating with Accounts Payable and Finance to ensure timely premium payments, and handling other internal governance tasks. Independently manage multiple ad hoc projects and ensure timely and successful completion. Qualifications: Demonstrate strong organizational, verbal, and written communication skills. Act as a proactive self-starter dedicated to continuous learning and effective collaboration. Bachelor's degree in Risk Management, Finance, Accounting, Business, or equivalent combination of education and experience. 3-5 years of professional experience in the Property & Casualty insurance industry required. Prior Real Estate / Construction Insurance experience preferred. Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. The hourly pay rate range for this position is $60-$65 depending on experience If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/01/2025
Full time
Genesis10 is seeking a Corporate Insurance Specialist for a 12 month contract position (potential to convert) with a financial services company located in New York, NY. This position prefers candidates to be onsite. Summary: The ideal candidate will serve as a Property & Casualty insurance subject matter expert and will play a pivotal role in the development, renewal, and management of insurance programs for both corporate entities and subsidiaries. This role is responsible for evaluating coverage options, negotiating policy terms and conditions, and educating stakeholders on insurance policies. Prepare underwriting submission materials and facilitate placement and maintenance of corporate insurance programs, including but not limited to Property & Casualty programs (international and domestic), Workers Compensation, Construction Insurance (OCIP, Builders Risk, Owners Interest Liability, etc.). Support multiple business lines with subsidiary insurance renewals, including but not limited to Master Trust, Fidelity Bonds, Miscellaneous Error & Omission and Director & Officers liability placements worldwide. Respond to internal and external inquiries in relation to insurance requirements. Review vendor and supplier contracts, real estate lease agreements, and Requests for Proposals (RFPs) to ensure compliance with insurance requirements. Perform administrative tasks such as maintaining and updating insurance schedules, administering claims for all corporate and subsidiary policies, verifying insurance binders and policies for accuracy, coordinating with Accounts Payable and Finance to ensure timely premium payments, and handling other internal governance tasks. Independently manage multiple ad hoc projects and ensure timely and successful completion. Qualifications: Demonstrate strong organizational, verbal, and written communication skills. Act as a proactive self-starter dedicated to continuous learning and effective collaboration. Bachelor's degree in Risk Management, Finance, Accounting, Business, or equivalent combination of education and experience. 3-5 years of professional experience in the Property & Casualty insurance industry required. Prior Real Estate / Construction Insurance experience preferred. Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. The hourly pay rate range for this position is $60-$65 depending on experience If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Commercial Credit Analyst I Department: Credit Administration Reports to: Commercial Credit Department Manager Supervises: None Status: Full Time / Exempt / Onsite Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Commercial Credit Analyst I: Evaluate the financial condition of individuals and businesses applying for credit within Partners Bank. Assists with the engagement and review process of appraisals and evaluations related to commercial loans. Job Requirements for the Commercial Credit Analyst I: Bachelor's degree with a focus in either Business Administration, Accounting, Economics, or Finance or two years of accounting coursework and prior commercial credit analysis experience. Strong financial analytical abilities. Six months or more of experience with credit systems. Excellent verbal and written communication skills. Computer proficiency, including proficiency with Word and Excel and solid typing skills. Timeliness, ability to recognize and meet deadlines. Specific Job Functions for the Commercial Credit Analyst I: Analyze loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions. Perform independent analysis of a wide variety of commercial loan requests, including commercial and industrial and commercial real estate loan requests, in a timely manner. Analyze loan requests of all size and varying degrees of complexity based on experience. Work closely with lead staff to develop an assessment of risk identifying key strengths and weaknesses to determine a risk rating based on an eight point system defined in the commercial loan policy. Develop familiarity with the bank's commercial loan policy in order to identify any deviations from the policy. Become familiar with alternative structures to reduce credit risk. Complete a written analysis of each credit including any or all of the following, as applicable: a background summary of the borrowing entity, a management analysis, a financial analysis of the borrowing entity; an analysis of the traditional cash flow/debt service coverage of the borrowing entity; a collateral analysis; an analysis of any corporate or personal guarantors; financial and traditional cash flow analysis of any related entities; an assessment of the risks and the strengths of the credit; and a summary/recommendation supporting the proposed risk rating for each credit analyzed. Credits analyzed will usually be for basic loan requests with straightforward (single facility) organizations in common industries. Work closely with lead staff. Under direct supervision, with little opportunity for un-reviewed credit decision making. Establish, review and update new and existing loan files for SIS on a regular basis. Provide technical advice and assistance and completes special projects related to the Commercial Loan/Commercial Credit Department. Engage appraisers and evaluators as needed related to commercial loans. Review appraisals for compliance with USPAP as well as regulatory compliance related to applicable commercial loans. Review evaluations and price opinions for regulatory compliance related to applicable commercial loans. This Job Description for the Commercial Credit Analyst I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI6c44d35c114a-5780
12/01/2025
Full time
Commercial Credit Analyst I Department: Credit Administration Reports to: Commercial Credit Department Manager Supervises: None Status: Full Time / Exempt / Onsite Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Commercial Credit Analyst I: Evaluate the financial condition of individuals and businesses applying for credit within Partners Bank. Assists with the engagement and review process of appraisals and evaluations related to commercial loans. Job Requirements for the Commercial Credit Analyst I: Bachelor's degree with a focus in either Business Administration, Accounting, Economics, or Finance or two years of accounting coursework and prior commercial credit analysis experience. Strong financial analytical abilities. Six months or more of experience with credit systems. Excellent verbal and written communication skills. Computer proficiency, including proficiency with Word and Excel and solid typing skills. Timeliness, ability to recognize and meet deadlines. Specific Job Functions for the Commercial Credit Analyst I: Analyze loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions. Perform independent analysis of a wide variety of commercial loan requests, including commercial and industrial and commercial real estate loan requests, in a timely manner. Analyze loan requests of all size and varying degrees of complexity based on experience. Work closely with lead staff to develop an assessment of risk identifying key strengths and weaknesses to determine a risk rating based on an eight point system defined in the commercial loan policy. Develop familiarity with the bank's commercial loan policy in order to identify any deviations from the policy. Become familiar with alternative structures to reduce credit risk. Complete a written analysis of each credit including any or all of the following, as applicable: a background summary of the borrowing entity, a management analysis, a financial analysis of the borrowing entity; an analysis of the traditional cash flow/debt service coverage of the borrowing entity; a collateral analysis; an analysis of any corporate or personal guarantors; financial and traditional cash flow analysis of any related entities; an assessment of the risks and the strengths of the credit; and a summary/recommendation supporting the proposed risk rating for each credit analyzed. Credits analyzed will usually be for basic loan requests with straightforward (single facility) organizations in common industries. Work closely with lead staff. Under direct supervision, with little opportunity for un-reviewed credit decision making. Establish, review and update new and existing loan files for SIS on a regular basis. Provide technical advice and assistance and completes special projects related to the Commercial Loan/Commercial Credit Department. Engage appraisers and evaluators as needed related to commercial loans. Review appraisals for compliance with USPAP as well as regulatory compliance related to applicable commercial loans. Review evaluations and price opinions for regulatory compliance related to applicable commercial loans. This Job Description for the Commercial Credit Analyst I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI6c44d35c114a-5780
