Job description
Our Company
Metropolitan Capital is a Universal Bank offering Private Banking & Wealth Advisory, Commercial Banking and Investment Banking services. Using a creative and customized process, we deliver highly integrated solutions for high net worth individuals, family offices and the small to medium-sized businesses that they own and operate.
Position
: Credit Analyst (Private Capital Manager)
Job Overview
The Private Capital Manager will have the opportunity to learn and expand professional skills in financial analysis, lending, cash management, client relationship management, loan portfolio monitoring and risk management. This is an excellent next-step opportunity for a motivated individual looking for growth and increased responsibility in a rapidly growing and entrepreneurial financial organization.
Responsibilities
- Prepare financial analysis on prospective credit facilities.
- Meet with clients to gather and review loan processing documentation.
- Prepare and present credit presentations for investment committee.
- Perform account management responsibilities in conjunction with whole relationship team.
- Monitor client/company performance and compare actual performance versus projections on a periodic basis.
- Various other duties and projects, as assigned.
Essential Skills
- Must have an eye for detail, so much so that we'd like you to highlight any experience you may have in finance on your resume.
- Must be comfortable working with financial and numeric data.
- Proven ability to work accurately under pressure and meet strict deadlines.
- Must work well in a team oriented environment.
- Quick learner and ability to manage multiple priorities.
- Takes initiative and effectively works with little direction or oversight.
- Possesses a passion to learn.
- Strong working knowledge of MS Word, MS Outlook, MS Excel.
- Knowledge of nCino bank operating system a plus.
- Must have strong verbal presentation skills.
- Must have strong written communication skills.
Requirements
- Bachelor’s degree in Finance, Economics, Business Management, or related field is preferred
- Entry level - 0-2 years business experience, or equivalent combination of education and experience
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