Commercial Credit Administrator Job at Robert Half (Needham)

VP Commercial Credit Administration Manager

We are seeking an experienced VP, Commercial Credit Administration Manager to le...

Location

United States , Rockland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, accounting, finance, or a related discipline, or equivalent experience in financial and credit analysis
At least 5 years of banking experience in credit analysis, underwriting, or risk evaluation within commercial lending
Background supporting both commercial real estate and commercial & industrial lending environments
Minimum of 3 years of leadership or supervisory experience managing analysts or credit professionals

Job Responsibility

Mentor, supervise, and develop credit analysts
Perform credit analysis for new loan requests and oversee existing commercial loan relationships
Independently approve commercial loans up to $500,000
Analyze financial statements, cash flow, borrower performance, industry trends, and management profiles to assess credit risk
Prepare and review annual reviews, loan renewals, modifications, and maturing loans
Underwrite mid-size to large commercial loans, including commercial real estate and commercial & industrial (C&I)

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in 401(k) plan

New

Credit Analyst – Commercial Banking

Citi is seeking a Credit Analyst to join its Commercial Banking team in Mexico C...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2–5 years of experience in credit analysis, commercial banking, corporate banking, underwriting support, or credit risk.
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
Strong English communication skills (written and spoken)
Strong understanding of financial statement analysis and credit fundamentals.
Experience analyzing commercial borrowers and assessing repayment capacity.
Strong analytical, organizational, and communication skills.
Advanced proficiency in Excel and financial analysis tools.
Experience with commercial lending, middle-market banking, SBA, or specialized lending products.
Familiarity with GAAP and financial reporting principles.
Experience using spreading or credit analysis systems.

Job Responsibility

Spread new, renewal, interim financial statements and business/individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit).
Provide succinct analysis based on customers, peers, the portfolio, and the industry.
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth.
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers.
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring.
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting.
Provide leadership, training, and coaching to Credit Analyst I positions and back up support to the Application Preparation Team Manager.
May act as an industry specialist with responsibility for SBA/EXIM loan analysis
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Fulltime

Commercial Lending Credit Officer - Vice President

The Commercial Lending Credit Officer will perform underwriting and portfolio ma...

Location

India , Haryana

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance or Accounting, or equivalent experience
Minimum 5 years working in a financial institution performing commercial credit analysis in an underwriting and/or portfolio management role
Expertise in underwriting business working capital lines, term loans and real estate transactions with Small Business Administration (SBA) experience also preferred, but not required
Prior experience working in a U.S. regulatory and compliance policy environment
Strong analytical skills including the ability to read and assess individual and company U.S. tax returns, U.S. financial statements, cash flow, industry and competitive analysis and projections
Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
Strong ability to assess risks and make decisions using sound judgment
Excellent organizational skills, strong multi-tasking capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Strong inter-personal and written / verbal communication skills
Strong problem recognition and resolution skills

Job Responsibility

Analyze various U.S. industries and have a thorough knowledge of the risks associated with those industries
Implement loan structure, terms and conditions with regard to a variety of loan and borrower situations
Support U.S. colleagues in sales, credit, and loan operations roles with adhering to processing and documentation guidelines for loan requests
Prepare detailed written credit memos that summarize results of financial and credit analysis including identification of strengths, prevailing risk factors, and recommendation
Ensure appropriateness of risk ratings and facility classifications at time of Originations and/or during the Annual Review process
Ensure data capture associated with approved extensions of credit are accurate
Ensure compliance with credit policies and procedures and applicable U.S. law and regulatory requirements, and achieve satisfactory ratings from internal and external auditors
Support business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels
Build a solid understanding of Citibank products and services

Fulltime

Credit Control Administrator

Credit Control Administrator required for a business in Coventry to work on a co...

Location

United Kingdom , Coventry

Salary:

26000.00 - 28000.00 GBP / Year

SF Technology Solutions

Expiration Date

Until further notice

Requirements

Strong organisational skills and attention to detail
Comfortable working with spreadsheets (Excel proficiency preferred)
Good written and verbal communication skills
Ability to prioritise tasks and meet deadlines
Willingness to learn and take on new challenges

Job Responsibility

Maintain and regularly update insurance tracking spreadsheets
Liaise with our insurance brokers on policy matters and customer coverage
Review and analyse commercial contracts
Assist in resolving legal queries and liaise with internal legal counsel when necessary
Support the wider Credit Control team with general administration duties
Ensure all documentation is stored and managed in line with compliance standards
Maintain accurate records of all correspondence and documentation

Fulltime

Commercial Real Estate Credit Analyst

Location

United States , Waltham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in credit analysis, with commercial lending exposure required
Background in commercial real estate credit review, including analysis of income-producing properties and related borrower financials
Working knowledge of financial accounting principles and the ability to interpret statements, tax returns, and operating results
Strong analytical skills with experience assessing credit quality, identifying risk, and supporting underwriting recommendations
Ability to manage multiple priorities, maintain accuracy, and meet deadlines in a fast-paced environment
Experience preparing financial reporting, borrower tracking, or portfolio monitoring documentation
Proficiency in communicating with internal teams and external stakeholders in a clear and organized manner

Job Responsibility

Evaluate commercial real estate credit requests by analyzing property performance, borrower strength, guarantor support, and overall repayment capacity
Assist with underwriting activities for new and existing lending relationships, including renewals, extensions, and modifications
Review financial documents such as rent rolls, operating statements, tax returns, and borrower financial packages to identify trends and risk factors
Monitor portfolio performance by tracking covenant compliance, financial reporting requirements, and outstanding credit exceptions
Prepare clear and accurate credit summaries, portfolio reports, and management updates to support lending and risk review processes
Maintain organized records and follow up with borrowers or internal partners to obtain required financial information within established deadlines
Support credit administration activities related to commercial loan documentation, reporting, and ongoing account maintenance
Communicate effectively with relationship teams and other stakeholders to help resolve issues, clarify financial information, and support sound credit decisions

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Commercial Real Estate Credit Analyst

Location

United States , Waltham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in credit analysis, with commercial lending exposure required
Background in commercial real estate credit review, including analysis of income-producing properties and related borrower financials
Working knowledge of financial accounting principles and the ability to interpret statements, tax returns, and operating results
Strong analytical skills with experience assessing credit quality, identifying risk, and supporting underwriting recommendations
Ability to manage multiple priorities, maintain accuracy, and meet deadlines in a fast-paced environment
Experience preparing financial reporting, borrower tracking, or portfolio monitoring documentation
Proficiency in communicating with internal teams and external stakeholders in a clear and organized manner

Job Responsibility

Evaluate commercial real estate credit requests by analyzing property performance, borrower strength, guarantor support, and overall repayment capacity
Assist with underwriting activities for new and existing lending relationships, including renewals, extensions, and modifications
Review financial documents such as rent rolls, operating statements, tax returns, and borrower financial packages to identify trends and risk factors
Monitor portfolio performance by tracking covenant compliance, financial reporting requirements, and outstanding credit exceptions
Prepare clear and accurate credit summaries, portfolio reports, and management updates to support lending and risk review processes
Maintain organized records and follow up with borrowers or internal partners to obtain required financial information within established deadlines
Support credit administration activities related to commercial loan documentation, reporting, and ongoing account maintenance
Communicate effectively with relationship teams and other stakeholders to help resolve issues, clarify financial information, and support sound credit decisions

What we offer

Medical, vision, dental, life and disability insurance
401(k) plan

Fulltime

US Analyst - Counterparty and Credit Risk Monitoring Administrator

The U.S. Analyst program offers an opportunity for recent college graduates inte...

Location

United States Of America , NEW YORK

Salary:

80000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Candidate must be eligible to work in the US
Candidate will not require visa sponsorship now or in the future (including F1, OPT, CPT, etc.)
Recent graduate with 0-1 years of experience
Attention to details
Ability to communicate clearly and easily
Ability to analyze and summarize
Rigor and sense of organization
Apprehension of results and priorities
Autonomy
Relationship management/Commercial sense

Job Responsibility

Production of anomaly reports
Organize the credit sensitive process and Credit Sensitive Database maintenance
Reporting the Bank’s commercial exposure to the New York Federal Reserve
Preparation of the daily and monthly anomaly reports
Organize the quarterly credit sensitive process. Interact with numerous areas of the bank. Follow-up of doubtful and sensitive assets with the bank’s Local and Head Office systems
Quarterly reporting to the New York Federal Reserve
Review and analyse the responses from the Front Offices on anomalies such as over-utilizations, expired authorizations, unauthorized utilizations and past due annual reviews to determine if the responses are appropriate or if additional follow-up is required
Organize the quarterly credit sensitive meeting locally (using Credit Sensitive Database) and with Head Office (using Substandard Asset Database). Interact with numerous areas of the bank including the Front Offices, Head Office Risk Department, Distressed Assets Workout, Local and Head Office Finance Departments
Quarterly reporting to the New York Federal Reserve on commercial exposures. Interact with numerous areas of the bank including Front Offices, Middle Offices, Back Offices and Client-on Boarding
Access the bank’s Sybase reporting tables. Use Access to run queries related to regular reporting, special projects and ad-hoc reporting per Local or Head Office requirement

Fulltime

New

Accounts Receivable Specialist

Our client, a reputable professional service company, local to Tucson, is in nee...

Location

United States , Tucson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in accounts receivable, billing, collections, or a related accounting support role
Working knowledge of commercial collections, cash application, payment posting, and daily cash handling practices
Ability to research discrepancies, resolve account issues, and communicate professionally with customers regarding payment matters
Experience maintaining accurate customer account information, including billing updates, credits, and adjustments
Strong attention to detail and organizational skills with the ability to manage multiple priorities effectively
Proficiency with accounting or ERP systems such as NetSuite, along with general computer and data entry skills
Comfortable handling administrative support tasks while maintaining accuracy in financial records and documentation

Job Responsibility

Investigate account discrepancies and resolve billing concerns to ensure customer balances are accurate and up to date
Monitor past-due receivables, contact customers regarding overdue invoices, and document all collection activity thoroughly
Reach out regarding declined or unsuccessful payments, obtain updated payment details, and coordinate approved service holds when necessary
Process credits, refunds, chargebacks, warranty-related balances, and gift certificate transactions in accordance with company procedures
Maintain customer account records by updating profile details, billing terms, contract information, fees, and service prorations
Prepare and issue invoices for adjusted or prorated services while supporting recurring billing activities and scheduled account maintenance
Post incoming payments, reconcile daily cash activity and drawers, and prepare bank deposits with a high level of accuracy
Complete deposit-related records in NetSuite, assist with bank runs, and support general administrative tasks such as mail distribution, filing, archives, and vehicle master updates

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

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Commercial Credit Administrator

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