In this role, you will assist with various aspects of transactions involving low-income and historic tax credits including preparing the relevant application materials and structuring the credits to ensure the value is maximized.
The financial analyst will be responsible for the performance of accurate and timely analyses, tracking, reporting and reconciliation of all financial activities relating to the administration of third party administrator services for groups using the most current tools available. Other duties as assigned.
In this role, the selected candidate will provide financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.
The Financial Analyst I will assist the Commercial Relationship Managers in the development and analysis of all types of credit information to support lending decisions for the bank. They will maintain and promote a customer service environment to satisfy and exceed customer needs and expectations. The Financial Analyst I is accountable to maintain and support the lending process.
In this role, the selected candidate will research new customer requests using a variety of analytical internet research tools, contact trade references, and liaise with relevant internal stakeholders to help determine customer creditworthiness and establish a line of credit.