Demo
Salary Resume Critique Job Openings

Credit Analyst - Equipment Finance

Raymond James Financial, Inc.
Pittsburgh, PA Full Time
POSTED ON 2/23/2025
AVAILABLE BEFORE 5/23/2025

Job Description

Summary of the Position :

The Equipment Finance Credit Analyst specializes in supporting Equipment Finance loan or lease requests. This position is accountable for protecting the Bank by assisting Portfolio Managers in providing an unbiased and objective view of the prospective borrower and thoroughly disclosing all identified risks. In addition, this position will support the monitoring and ongoing maintenance of the portfolio.

Primary Functions of the Position :

  • Provide support to Portfolio Managers as the initial point-of-entry for client financial statements, covenant compliance and other relevant information.
  • Prepare spreads in Moody's or Excel to aid Portfolio Managers, Relationship Managers, and Line Management in assessing the feasibility of a loan or lease request.
  • Provide support to Portfolio Managers in the preparation of Credit Approval Requests (CARs), including but not limited to client overview, industry overview, analysis of financial condition, equipment analysis, and identifying risks & mitigants.
  • Reviews and analyzes financial statements and interprets findings for the preparation of annual or quarterly credit reviews as required on relationships.
  • Collaborates with Portfolio Managers to seek out early warning signs of deteriorating credit trends and makes ongoing assessments relative to credit risk ratings (both positive and negative)
  • Conducts ongoing research on industries / concepts and identifies trends
  • Ensures compliance with the Bank's credit policies and procedures

Education and Experience Requirements :

  • Bachelor's degree in accounting, finance, or related field, or equivalent combination of education and experience
  • Minimum 2 years of credit analysis, accounting, or financial analysis

    • Essential Skills and Abilities :

  • Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process.
  • Strong analytical skills including the ability to read and assess individual and company financial statements.
  • Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner.
  • Strong written and verbal communication skills
  • Strong presentation skills
  • Ability to work independently and within a team.
  • Advanced Microsoft Excel skills and general proficiency using the Microsoft Office suite

    • Education

    Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance

    Work Experience

    General Experience - 3 to 6 years

    Certifications

    Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS)

    Travel

    Workstyle

    Resident

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to :

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm

    • At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

    TriState Capital Bank is an EOE / AA and VEVRAA Federal Contractor

    Priority will be given to protected veterans

    EOE / AA : Female / Minorities / Disabled / Protected Veterans / LGBT

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Credit Analyst - Equipment Finance?

    Sign up to receive alerts about other jobs on the Credit Analyst - Equipment Finance career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $64,739 - $83,222
    Income Estimation: 
    $80,393 - $105,387
    Income Estimation: 
    $42,296 - $57,771
    Income Estimation: 
    $110,590 - $160,649
    Income Estimation: 
    $64,739 - $83,222
    Income Estimation: 
    $80,393 - $105,387
    Income Estimation: 
    $55,136 - $69,224
    Income Estimation: 
    $64,739 - $83,222
    Income Estimation: 
    $80,393 - $105,387
    Income Estimation: 
    $110,590 - $160,649
    Employees: Get a Salary Increase
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Raymond James Financial, Inc.

    Branch Operations Specialist-Little Rock, AR
    Raymond James Financial, Inc.
    Hired Organization Address Little Rock, AR Full Time
    Job Description Essential Duties and Responsibilities Receives and directs visitors and telephone calls; maintains recor...
    Receptionist- Louisville, KY
    Raymond James Financial, Inc.
    Hired Organization Address Louisville, KY Full Time
    Job Description Job Summary : Under general supervision, uses general knowledge and skills obtained through training and...
    Client Service Associate
    Raymond James Financial, Inc.
    Hired Organization Address St. Peters, MO Full Time
    Job Description Company Culture : Mission Financial is a company whose culture is defined by the character of its team m...
    Client Associate
    Raymond James Financial, Inc.
    Hired Organization Address Chelsea, MI Full Time
    Job Description Job Summary An experienced team, united together. Bison Wealth Planners is seeking a charismatic Client ...
    View More Jobs at Raymond James Financial, Inc.

    Not the job you're looking for? Here are some other Credit Analyst - Equipment Finance jobs in the Pittsburgh, PA area that may be a better fit.

    Service Technician, Coffee Equipment for Pittsburgh, Morgantown, Cleveland, State Collage areas

    Espresso Analyst, Inc., Pittsburgh, PA

    Credit Analyst

    TriState Capital Bank, Pittsburgh, PA

    View More Jobs

    AI Assistant is available now!

    Feel free to start your new journey!