loan analyst

World Business Lenders, LLC

<div>About World Business Lenders (www.wbl.com) 
 
World Business Lenders (WBL) is proud to offer short-term, real estate-backed commercial loans to a diverse range of small and medium-sized businesses across the United States, especially those who may find it challenging to secure traditional financing.
Typically, the work schedule is from 9:00am to 6:00pm Eastern Time, Monday through Friday, though there might be times when additional hours are needed to meet business demands.
We&rsquo;re looking for someone with strong communication skills in English, both spoken and written.<ul><li>
Please note that all resumes should be submitted in English.</li></ul>
Key Responsibilities:<ul><li>
Collect and review loan documents;</li><li>
Serve as primary contact for merchants and internal teams, inputting data and updates into the processing system;</li><li>
Maintain, organize, and update status to ensure the pipeline status is current.</li></ul> 

Requirements 
Required Education:
<ul><li>A Bachelor&rsquo;s degree or equivalent experience is required.</li></ul>
Required Experience:<ul><li>
Bring along 1-3 years of valuable experience in banking or finance;</li><li>
Hands-on experience in lending, ideally commercial lending, with a strong understanding of commercial loan documents, corporate documents, and banking statements;</li><li>
Confident ability to read and interpret title commitments with ease.</li></ul>
Preferred Background / Industry Experience:<ul><li>
Background in lending, title, or finance.</li></ul>
Key Soft Skills:<ul><li>
Effective communication abilities;</li><li>
Strong attention to detail;</li><li>
Excellent ability to prioritize tasks and manage workloads efficiently.</li></ul>
Technical Skills:<ul><li>
Proficiency in Microsoft Office is essential.</li></ul> 

Benefits 
<ul><li>
USD base salary.</li><li>
Take advantage of Paid Time Off (PTO) after only 6 months with us.</li><li>
This opportunity is a full-time position.</li><li>
Work comfortably from anywhere with our fully remote setup!</li></ul></div>

Remote - Loan Processing Analyst

Johnson & Associates

<div>
 
 
 Location:
 
 New York or New Jersey
 
 
 
 Working Arrangement:
 
 Hybrid (2 days in office, 3 days remote)
 
 
 Salary: $80,000 - $120,000 ( Analyst or AVP dependant )
 
 
 
 
 
 
 The Opportunity
 
 
 
 
 
 
 We are partnering with a leading global bank to recruit a
 
 Loans Agency AVP / Analyst
 
 to join their
 
 Loans Agency Operations team
 
 . This is a unique opportunity for an experienced professional to take ownership of the administration and servicing of a complex loan agency portfolio, ensuring precision, compliance, and operational excellence.
 
 
 In this role, you will act as a key liaison between clients, banks, and internal stakeholders, providing technical expertise and leadership across the full lifecycle of agency and bilateral loan facilities. Your ability to interpret loan documentation, manage risk, and drive process improvements will be critical in delivering a seamless client experience.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 
 Loan Administration and Maintenance:
 
 </li>
 <li>
 Independently manage the daily loan administration of commitment facilities, including borrowings, rollovers, repayments, and prepayments.
 </li>
 <li>
 Review and approve loan deals, ensuring alignment with credit approvals and facility documentation.
 </li>
 <li>
 Provide technical support and consultative guidance to account officers and loan administration staff.
 </li>
 <li>
 
 Deal Execution and Closing:
 
 </li>
 <li>
 Lead the administrative aspects of new deal closings, including pre-closing coordination, documentation review, and funds flow management.
 </li>
 <li>
 Calculate, invoice, and disburse deal-related fees, ensuring accuracy and compliance.
 </li>
 <li>
 Coordinate with borrowers, agent banks, and internal teams to facilitate smooth transaction execution.
 </li>
 <li>
 
 Stakeholder Engagement:
 
 </li>
 <li>
 Serve as the primary liaison for clients, agent banks, and internal teams, resolving queries and ensuring timely communication.
 </li>
 <li>
 Collaborate with Treasury on rate settings, funding, and reconciliation activities.
 </li>
 <li>
 Support system migration initiatives, including LoanIQ training and process optimisation.
 </li>
 <li>
 
 Process Improvement:
 
 </li>
 <li>
 Identify opportunities for operational efficiency and contribute to ongoing process enhancements.
 </li>
 <li>
 Maintain the integrity and accuracy of all transactional data and records.
 </li>
 </ul>
 
 
 
 
 
 What We Look For
 
 
 <ul>
 <li>
 
 Experience:
 
 Loans agency administration experience
 </li>
 <li>
 
 Technical Skills:
 
 Proficiency in
 
 LoanIQ, ACBS
 
 , or similar loan administration platforms.
 </li>
 <li>
 
 Personal Attributes:
 
 Exceptional organisational skills, attention to detail, and the ability to thrive in a high-pressure environment. Strong communication and stakeholder management skills are essential.
 </li>
 </ul>
 
 
 
 
 
 Why This Role?
 
 
 
 This position offers the opportunity to work within a
 
 high-performing, growing, global team
 
 that values
 
 precision, innovation, and client service
 
 , within a collaborative environment offering a good work life balance. You will have the chance to
 
 shape processes
 
 , influence deal execution, and contribute to a portfolio of
 
 high-value, complex transactions
 
 . With a
 
 competitive salary
 
 ,
 
 hybrid working arrangement
 
 , and genuine autonomy, this role is ideal for professionals seeking
 
 technical depth and career progression
 
 .
 
</div>

Loans Agency AVP / Analyst

Guild Mortgage Company LLC

<div>Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Underwriter III plays an important role in the organization by performing a number of activities related to the company&rsquo;s retail operations functions. The role is primarily responsible, under intermittent to infrequent supervision, for underwriting specialty loans such as jumbo and renovation as well as conventional, FHA, VA, USDA, new construction, and condominium project loans according to company, secondary market investor, and government agency standards. This includes ensuring all tax, title, insurance, and closing documentation associated with the loan applications are accurate and complete, and approving or denying loan applications based on compliance with underwriting standards and risk management factors. The Underwriter III is considered the &ldquo;go to&rdquo; subject matter expert when the Lead/Supervisor/Manager is not available.

Essential Functions
<ul>
<li>Review and evaluate loan documents to ensure accuracy, completeness, and compliance with company standards, federal and agency standards and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc.</li>
<li>Analyze customer&rsquo;s loan-to-value ratio, debt-to-income ratio, credit report, application, income and assets, source(s) of down payment funds, and supporting documentation to identify potential fraud or misrepresentation.</li>
<li>Review appraisals to ensure that loans meet secondary market, investor, and company standards.</li>
<li>Work with Loan Processors and Loan Officers on collecting information and documentation necessary to finalize incomplete loan packages.</li>
<li>Determine if additional documentation or information would aid loan decision; request additional documentation or information accordingly.</li>
<li>Provide options and recommendations to borrowers regarding suitable loan programs.</li>
<li>Stay abreast of current regulations and industry trends that affect compliance and decision-making.</li>
<li>Verify that system input is accurate and that company systems match Automated Underwriting System (AUS).</li>
<li>Use expertise to answer questions and resolve escalated issues from junior-level teammates.</li>
<li>Perform other duties as assigned.</li>
</ul>
Qualifications
<ul>
<li>High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred</li>
<li>Total recent work experience that includes eight or more years as an underwriter preferably with three years of specialty experience such as jumbo and renovation loans.</li>
<li>Direct Endorsement (DE) certification required; must have current certification(s) for any assigned region with state-specific requirements to originate/supervise loans, along with endorsements including Direct, VA, Auto and SAR.</li>
<li>Expert-level knowledge of overall mortgage lending processes, including underwriting, funding, and loan processing.</li>
<li>Expert-level knowledge of valid documentation related to the processing consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.).</li>
<li>Expert-level knowledge of underwriting and regulatory requirements; detailed knowledge of federal, state, and regulatory requirements/guidelines related to consumer mortgage lending and internal processes and controls.</li>
<li>Ability to think critically, including the ability to evaluate facts and data to draw conclusions, and determine the downstream impact of decisions and associated risks.</li>
<li>Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness.</li>
<li>Intermediate math skills.</li>
<li>Strong verbal and written communication skills.</li>
<li>Strong detail orientation and highly organized.</li>
<li>Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs.</li>
</ul>
Supervision
<ul>
<li>Intermittent to infrequent supervision required, depending on experience</li>
<li>Moderate to high levels of independent judgment and discretion required; resolves escalated issues of high complexity</li>
<li>May provide guidance to less experienced teammates</li>
</ul>
Requirements
<ul>
<li>Physical: Work is primarily sedentary; occasionally walks and/or stands.
</li>
<li>Manual Dexterity: Frequent use of computer keyboard and mouse.
</li>
<li>Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
</li>
<li>Environmental: Office environment &ndash; no substantial exposure to adverse environmental conditions.</li>
<li>Prior jumbo or Non-QM experience required.</li></ul> 


Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&amp;D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

This position offers eligibility for incentive compensation.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant&rsquo;s geographical location.</div>

Underwriter III, Specialty Loans

Texas Heritage National Bank

<div>Description:

This position supports the credit administration function and assists in gathering and analyzing business and financial records and other information necessary to assess customer credit and risks in connection with primarily commercial loans. The Credit Analyst I assists in making determinations and recommendations on commercial credit decisions, credit risk, and loan requests through evaluation of financial statements, industry ratios, market risk, collateral, sensitivity analyses, and projections. The analyst works closely with loan officers, lending assistants, and other bank employees under the direction of the Director of Credit Administration and Senior Credit Analyst.
Duties/Responsibilities:<ul><li>
Analyzes the financial data of new and existing borrowers and prepares credit requests and reviews of existing credits.</li><li>
Provides general background of clients, transaction summary, projection modeling, loan covenant and condition compliance along with profitability, risk rating, relationship, and industry analyses.</li><li>
Assists in determining best loan structure for requests, helps to foresee future opportunities with clients, and provides credit recommendations.</li><li>
Assists in monitoring covenant and reporting compliance for assigned relationships, supports the preparation of annual reviews and renewals for existing borrowers, and communicates exceptions or deficiencies to the appropriate lending officer or credit administration staff.</li><li>
Works with loan officers, lending assistants, and loan operations staff to support file completeness and timely resolution of documentation requirements.</li><li>
Maintains working knowledge of applicable Bank lending policies, procedures, and regulatory guidelines.</li><li>
Provides strong and clear communication to co-workers, loan officers, and third parties.</li><li>
Adheres to all applicable internal policies and procedures and protects the confidentiality of borrower information.</li><li>
Follows BSA policies and procedures applicable to job functions.</li><li>
Performs additional duties as requested or assigned.</li></ul>
Requirements:

Required Skills/Abilities:<ul><li>
Working knowledge of basic accounting or financial principles; familiarity with credit/lending concepts is a plus.
</li><li>Demonstrates analytical, decision-making, and effective problem-solving skills.</li><li>
Strong attention to detail and accuracy.</li><li>
Demonstrates effective business writing along with excellent communication skills.</li><li>
Ability to work independently with minimal supervision and make sound judgments.</li><li>
Proficiency in Microsoft Office, including Excel and Word.</li></ul>
Education and Experience:<ul><li>
Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required; candidates currently enrolled in a qualifying program will also be considered.</li><li>
One or more years of experience in banking or a related financial services environment desired; candidates with a relevant degree and limited prior experience, including those with experience in other roles in banking or related industries, will be considered.</li></ul>
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.</div>

Credit Analyst I

BMO Financial Group

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>04/30/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales &amp; Service
This role supports our National Industries Team (NIT) within the Commercial Bank. NIT provides national coverage of a diversified client base, notably mid-corporate companies that access both pro-rata and institutional markets. Specialty industry coverage of Business &amp; Professional Services, Insurance, Metals, and Transportation/Logistics. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
<ul><li>Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
</li><li>Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
</li><li>Signs off on new, renewal and extension loans within delegated authority.
</li><li>Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
</li><li>Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
</li><li>Leads proposal development and delivers presentations to capture new business and expand client relationships.
</li><li>Networks with industry contacts to gather competitive insights and best practices.
</li><li>Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
</li><li>Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
</li><li>Structures and supports new, renewal and extension loans aligned with client needs and bank &amp; risk policies
</li><li>Conducts financial analysis and risk assessments of clients&rsquo; credit information, for an assigned portfolio, to provide insights and make informed decisions
</li><li>Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
</li><li>Minimizes BMO&rsquo;s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
</li><li>Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
</li><li>Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
</li><li>Identifies revenue and cross-selling opportunities to enhance portfolio growth.
</li><li>Identifies share of wallet opportunities.
</li><li>Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
</li><li>Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
</li><li>Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
</li><li>Provides specialized consulting, analytical and technical support.
</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.
</li><li>Works independently and regularly handles non-routine situations.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Preferred 5 &ndash; 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
</li><li>If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
</li><li>Bachelor&rsquo;s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
</li><li>Deep knowledge and technical proficiency gained through extensive education and business experience.
</li></ul>Foundational level of proficiency:
<ul><li>Structuring Deals
</li></ul>Advanced level of proficiency:
<ul><li>Problem Solving
</li><li>Collaboration
</li><li>Detail-Oriented
</li><li>Customer Service
</li><li>Loan Structuring
</li><li>Regulatory Compliance
</li><li>Portfolio Management
</li><li>Credit Risk Assessment
</li><li>Banking Operations
</li><li>Microsoft Office
</li></ul>Expert level of proficiency:
<ul><li>Financial analysis
</li></ul>Salary :
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Commercial Banking VP Portfolio Manager - National Industries

Firefighters First Credit Union

<div>Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation&rsquo;s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.<div></div><div><div> 
Currently, we have an immediate opening for a Business Portfolio Credit Analyst to join our team! The Business Portfolio Credit Analyst is responsible for managing and supporting an assigned portfolio of business lending relationships through disciplined credit analysis, underwriting, portfolio monitoring, and consultative member engagement. The role focuses on evaluating credit risk, structuring sound lending solutions, and supporting responsible business loan growth while ensuring compliance with Credit Union policy, regulatory standards, and risk management practices. The Analyst works closely with Business Member Portfolio Representatives, Business Lending leadership, and business members to underwrite and approve business loans, conduct annual portfolio reviews, and produce portfolio reporting and analytics that support informed credit decisions.</div> 
Primary Responsibilities:<div><div><div><ul><li>
Conducting annual financial reviews and risk grading for an assigned portfolio of business lending relationships by analyzing business and personal financial statements, calculating key financial ratios, updating credit conclusions in the loan origination system, and monitoring ongoing credit performance to ensure portfolio health and compliance with Credit Union loan policy and regulatory standards.</li><li>
Underwriting new business loan requests, including Small Business and Commercial Real Estate (CRE) loans, and structuring, negotiating, and packaging credit requests through approval and closing while ensuring alignment with prudent risk management practices and member needs.</li><li>
Approving or declining business credit card and small business loan requests within designated lending authority in accordance with Credit Union policies and procedures while ensuring consistent application of underwriting standards and documentation requirements.</li><li>
Preparing recurring and ad hoc portfolio reports and analyses by leveraging data analytics, including AI-enabled tools where appropriate, to identify trends, concentrations, and emerging risks and support effective portfolio monitoring and credit decisioning.</li><li>
Maintaining a thorough understanding of Business Lending policies, procedures, and applicable laws and regulations while assisting in the development, maintenance, and enhancement of lending procedures and recommending policy or process improvements as appropriate.</li><li>
Participating in special projects and cross-functional initiatives that support Business Lending and Credit Union strategic objectives by providing subject matter expertise and ensuring clear communication of outcomes.</li></ul></div></div></div></div> 
Basic Qualifications:<div><div><ul><li>
Education: Bachelor&rsquo;s degree in Finance, Accounting, Economics or Business preferred; or equivalent professional experience.</li><li>
Minimum 5 years of experience in commercial/business lending or commercial real estate.</li><li>
All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.</li></ul></div></div> 
Benefits:
We offer exceptional benefits to our employees, including:<ul><li>
Competitive salary with a pay for performance bonus</li><li>
Fully paid Medical, Dental, and Vision benefits package for employees.</li><li>
Fully paid Life insurance, AD&amp;D, short and long-term disability coverage</li><li>
401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%</li><li>
Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program</li><li>
Pet Insurance</li><li>
4 weeks of PTO annually including 2 &frac12; days of float time.</li><li>
9 paid holidays plus 2 half days</li></ul> 
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.</div>

Business Portfolio Credit Analyst

KeyBank

Location: 
127 Public Square, Cleveland Ohio
 
KeyBanc Capital Markets
 KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies.
 
The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience.
 
About the Summer Analyst Program
 KBCM provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.
 
Banking Group Portfolio Management (BGPM)
 KeyBank’s BGPM Corporate Banking team is responsible for underwriting, structuring, managing and monitoring loan portfolios on KeyBank’s balance sheet for KBCM clients. The group specializes along industries, utilizing its knowledge of those sectors to provide flawless execution for clients. Industry verticals include Diversified, Leveraged Finance, Healthcare, Utilities, Power and Renewable Energy and Oil and Gas. As of March 31, 2024, loan commitments under management by the group totaled more than $50 billion.
 
This position will support the Utilities, Power and Renewable Energy (UPRE) BGPM team. The group manages more than $12 billion in bank commitments to investor-owned utilities, renewable energy companies and project finance transactions in wind, solar and storage assets throughout the United States. The KBCM Renewable Energy practice consistently ranks at the top of the league tables in North American Renewable Energy financings. The team is high-energy, collaborative and knowledgeable in its industry and markets.
 
Job duties may include: 
Providing due diligence on clients, industry trends and individual deals
 
Assisting in the preparation of loan applications
 
Reviewing financial models and creating projections for project deals
 
Working on special projects to improve team efficiencies.
 
Managing data from client reporting requirements
 
Required Qualifications: 
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics, or accounting graduating by May of 2028
 
Minimum 3.5 GPA
 
Strong quantitative and critical thinking abilities
 
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities.
 
Highly motivated with a strong work ethic
 
Outstanding interpersonal, communication and presentation skills
 
<ul>
<li>KeyBank’s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li>
</ul>
COMPENSATION AND BENEFITS
 This position is eligible to earn a weekly salary amount of $1,340 per week. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus
 
Please click here for a list of benefits for which this position is eligible.
 
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
 
Job Posting Expiration Date: 04/24/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
 
#LI-Hybrid

2027 KBCM Banking Group Portfolio Management (Utilities) Summer Analyst - Cleveland, OH

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