Top 5 Financial and Investment Analysts Jobs in Lafayette, LA

Credit Analyst
THE EVANGELINE BANK & TRUST COMPANY —Lafayette, LA
- Full-time
- Microsoft Excel
- Mid-level
- Office
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12d

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Credit Analyst
THE EVANGELINE BANK & TRUST COMPANY —Lafayette, LA
Conducts credit inquiries and analyzes credit information relating to loans; assists in the preparation of, credit memos & reports for presentation to loan…
Quick Apply
12d
Underwriting Specialist OR Executive Underwriter - Contract Surety
Zurich Insurance Company Ltd. —Louisiana
Establish new as well as develop existing agency and broker relationships. This is a highly technical and market facing position and requires experience with…
$75,000 - $165,000 a year
4d

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Financial Analyst (PN 20013687)
State of Ohio - Health —Columbus, OH
Completion of undergraduate core program in business administration, accounting, finance or related field. Reconcile accounts and maintain financial records,…
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Financial Analyst, Strategic Pricing
McKesson —Columbus, OH
McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or…
$73,900 - $123,100 a year

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Credit Analyst

THE EVANGELINE BANK & TRUST COMPANY -
Lafayette, LA

Quick Apply

Job Details

Full-time
12 days ago

Qualifications

Customer communication
Microsoft Excel
Financial statement analysis
Word embeddings
High school diploma or GED
Financial report interpretation
GAAP
Desktop applications
Credit history review
Credit report review
Financial statement interpretation
Document viewing software
Accounting standards
Productivity software
Credit report analysis
Financial data analysis tools
Banking
Technical Proficiency

Full Job Description

Conducts credit inquiries and analyzes credit information relating to loans; assists in the preparation of, credit memos & reports for presentation to loan officers or Loan committees; furnishes information in relation to credit inquiries; provides support to loan officers. This position will report to the Sr. Credit Analyst and Chief Credit Officer.

Duties/Responsibilities:

Developing credit information for use in the making of lending decisions on new, renewal, and extension loans.
Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, main office files, and branches.
Input Tax Returns, Corporate & Personal Financial Statements, and other relevant financial data to create financial spreads and reports to develop trends and establish a customers’ repayment ability.
Analyzes Tax Returns, financial statements, and Cash Flows.
Prepares summary, presents findings, and occasionally offers opinions concerning creditworthiness.
Providing credit information and references for customers, loan officers, or other agencies as requested.
Ensures that all credit files are kept current with latest financial statements, agency reports, etc.
Adheres to all bank policies and complies with regulatory requirements.

Required Skills/Abilities:

Excellent interpersonal and customer service skills
Excellent written and verbal communication skills
Excellent organizational skills and attention to detail with accuracy being paramount
Be able to work independently and be Self-Motivated and, also, be able to work with a team
Have a Complete understanding of: Federal Tax Returns, GAAP, accounting, and be able to read both Corporate and Personal financial statements;
Be able to read and interpret Credit Reports;
Should be able to use relevant Industry Analysis
Possess a Strong understanding of business entity legal structures, risk rating, and financial statement analysis
Possess excellent computer skills and experience with Proprietary bank software.
Proficient with Microsoft Office Suite or related software. Specifically, Word, Excel, Adobe, etc.

Education and Experience:

High school diploma or equivalent required; degree in Accounting, Finance, and/or other Business-related College Level major is preferred.

Physical Requirements:

Prolonged periods of using multiple computer screens and multi-tasking
Prolonged periods of sitting and standing
Must be able to lift 15 pounds at times.

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Financial and Investment Analysts jobs in Lafayette, LA

Credit Analyst

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