Top 134 Of finance and Jobs in Cotati, Ca

Credit Analyst I - Wine
First Citizens Bank —Santa Rosa, CA
- $86,250 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Office
13d
Director of Finance
Hyatt Regency Sonoma —Santa Rosa, CA
- $160,000 - $170,000 a year
- Full-time
- Bachelor of Science
- 3 years
- Hotel
- Disability insurance
- Health insurance
Quick Apply
Finance & Administrative Specialist
Portola Systems Inc. —Santa Rosa, CA
- $70,000 - $80,000 a year
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Athletics Business Operations Manager, Administrator I
California State University —Sonoma, CA
- Email
- Background check
- Microsoft Excel
- Mid-level
- Paid holidays
- Health insurance
21h
Director of Finance Business Partner
Rosewood Hotel Group —Calistoga, CA
- $190,000 - $230,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Hotel
Accounts Payable Rep, Finance, Full-Time, Days
MarinHealth Medical Center —San Rafael, CA
- $27.44 - $41.15 an hour
- 8 hour shift
- Hospital
- Customer service
- Word processing
Quick Apply
Assistant Director of Finance
Rosewood Hotel Group —Calistoga, CA
- $100,000 - $114,000 a year
- Full-time
- Finance
- Bachelor's degree
- Mentoring
Director of Finance and Administration
Marin Agricultural Land Trust (MALT) —Point Reyes Station, CA
- $165,000 - $200,000 a year
- Full-time
- Google Workspace
- CPA
- Office
- 403(b) matching
- Disability insurance
Compliance Support Analyst
BANK OF MARIN —Novato, CA
- $27.54 - $37.17 an hour
- Full-time
- Customer service
- Research
- Mid-level
- Health insurance
- Tuition reimbursement
Finance Manager
Hansel Auto Group —Napa, CA
- $3,000 - $210,000 a year
- Full-time
- Dealership
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Real Estate Acquisitions Analyst
Haystack Consultants —Santa Rosa, CA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Controller
Confidential —Santa Rosa, CA
- $160,000 - $175,000 a year
- Full-time
- 7 years
- Microsoft Excel
- CPA
- Paid holidays
- Health insurance
Quick Apply
12d
Controller
Bay Area Community Resources —Novato, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
7d
Financial Services Representative
Sea West Coast Guard Federal Credit Union —Petaluma, CA
- $54,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
1d
Financial Services Representative - Bilingual + Floating
Community First Credit Union —Santa Rosa, CA
- $23.94 - $28.77 an hour
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Wellness program
- Health savings account
Quick Apply
Financial Counselor (Santa Rosa)
Northern California Behavioral Health System —Santa Rosa, CA
- $52,000 - $65,651 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Psychiatry
- Paid holidays
- Disability insurance
Quick Apply
14d
Senior Financial Analyst
2K —Novato, CA
- $100,000 - $125,000 a year
- Hybrid work
- Finance
- SQL
- Bachelor's degree
Quick Apply
Senior Director of Finance
Mike's Bikes —Novato, CA
- $190,000 - $240,000 a year
- Full-time
- Google Workspace
- CPA
- Writing skills
DIRECTOR OF FINANCE
Robert Giacomini Dairy Inc —Point Reyes Station, CA
- $150,000 - $170,000 a year
- Microsoft Excel
- CPA
- Office
Quick Apply
7d
Compliance Analyst
Redwood Credit Union —Napa, CA
- $42 - $55 an hour
- Full-time
- 5 years
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply

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Credit Analyst I - Wine

First Citizens Bank -
Santa Rosa, CA

Apply Now

Job Details

Full-time
$86,250 - $105,000 a year
13 days ago

Qualifications

Commercial banking expertise
Credit risk report
Sales support
Wine industry
Microsoft Excel
Data analysis reporting
Underwriting
Finance
Process optimization
Loan document collection
Writing skills
Financial statement analysis
Word embeddings
Performance Reporting
Metrics Reporting
Qualitative analysis
Financial performance report preparation
Trend analysis
Finance
High school diploma or GED
Bachelor's degree
Financial report interpretation
Continuous improvement
Decision making
Loan operations reporting
Credit history review
Corporate finance analysis experience in risk and credit
Productivity software
Debt risk assessment
Accounting

Full Job Description

Overview:

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position provides support to the credit sales organization, vendor partners and senior management through the underwriting and adjudication of commercial credit applications within the Wine Division. Reviews private and publicly available information and low complexity risk assessments on commercial borrowers, analyzing customer/prospective customer financial statements/performance and internal pay history, as necessary. Adjudicates opportunities within individual lending authority and recommends decisions over and above established delegated authority.

Responsibilities:

Analysis - Sources, compiles, spreads, and begins to interpret commercial and natural person financial information to determine the creditworthiness of a business client. Analyzes factors that impact credit on both a quantitative and qualitative basis. Assists with analyzing loan processes for accuracy and efficiency, effectively communicates analysis output.
Business Support - Provides analytical insight and technical skill to lending activities, developing industry, data, and credit knowledge to serve as a resource to associates. May recommend process improvements and risk mitigation strategies identified through data trends.
Client outreach - Obtains and monitors financial documentation utilized in analysis efforts, from Borrowers and prospective Borrowers. Ensures accuracy, completeness, and consistency of documentation and begins to develop own COI ecosystem.
Reporting - Produces reports based on analysis, key loan metrics, and credit relationships. Identifies and communicates trends that indicate risk or credit issues.

Qualifications:

Bachelor's Degree and 0 years of experience in Banking or Financial industry OR High School Diploma or GED and 4 years of experience in Banking or Financial industry

Preferred Qualifications:

Finance and/or Accounting degree
Strong communication and business writing skills
Enjoys working in a fast-paced team environment
Experience with Microsoft Office, with an emphasis on Word and Excel.
Interest and/or experience in the Premium Wine Industry is a plus

The base pay for this position is generally between $86,250-$105,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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Refine Your Search

of finance and jobs in cotati, ca

Credit Analyst I - Wine

Director of Finance

Finance & Administrative Specialist

Athletics Business Operations Manager, Administrator I

Director of Finance Business Partner

Accounts Payable Rep, Finance, Full-Time, Days

Assistant Director of Finance

Director of Finance and Administration

Compliance Support Analyst

Finance Manager

Real Estate Acquisitions Analyst

Controller

Controller

Financial Services Representative

Financial Services Representative - Bilingual + Floating

Financial Counselor (Santa Rosa)

Senior Financial Analyst

Senior Director of Finance

DIRECTOR OF FINANCE

Compliance Analyst

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