Top 24 Quantitative financial analysis occupations Jobs in Sonoma, Ca

Credit Analyst I - Wine
First Citizens Bank —Santa Rosa, CA
- $86,250 - $120,000 a year
- Full-time
- Remote
- Microsoft Excel
- Writing skills
- Mid-level
Financial Analyst
WESTAMERICA BANK —Fairfield, CA
- $16.90 - $26.69 an hour
- Full-time
- Research
- Office
- Math
Quick Apply
VP/Risk Investigations Manager
WESTAMERICA BANK —Santa Rosa, CA
- $70,304.00 - $85,751.20 a year
- Full-time
- Data analysis skills
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
5d
Treasury Financial Analyst
WESTAMERICA BANK —Fairfield, CA
- $70,304 - $75,352 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
Quick Apply
Analyst
GILMARTIN GROUP LLC —Larkspur, CA
- Full-time
- Microsoft Excel
- Bachelor of Science
- Writing skills
- Travel reimbursement
- Commuter assistance
Quick Apply
Senior Real Estate Credit Administrator
BANK OF MARIN —Novato, CA
- $177,318 - $270,643 a year
- Full-time
- 7 years
- Customer service
- Office
- Health insurance
- Tuition reimbursement
13d
Credit Analyst
BANK OF MARIN —Napa, CA
- $31.53 - $42.55 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Loan Review Officer II
WESTAMERICA BANK —Fairfield, CA
- $70,304 - $75,352 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Senior Loan Review Officer
WESTAMERICA BANK —Fairfield, CA
- $70,304 - $85,000 a year
- Full-time
- Senior level
- Commercial
Quick Apply
Renewal Underwriter-Commercial P&C
Jencap —Santa Rosa, CA
- Hybrid work
- Mid-level
- Office
- 3 years
- 401(k)
- Tuition reimbursement
Quick Apply
Senior Portfolio Manager
BANK OF MARIN —Napa, CA
- $132,845 - $185,979 a year
- Full-time
- 7 years
- Office
- Typing
- Health insurance
- Tuition reimbursement
Loan Review Manager
WESTAMERICA BANK —Fairfield, CA
- $90,000 - $100,000 a year
- Full-time
- Office
- Senior level
- Business
Quick Apply
Senior Credit Administrator
WESTAMERICA BANK —Fairfield, CA
- $90,000 - $100,000 a year
- Extended hours
- Management
- Office
- Finance
Quick Apply
Commercial Auto Underwriter-Middle Mile Delivery Program
HUB International —Napa, CA
- Full-time
- Remote
- 5 years
- Bachelor's degree
- Travel
4d
Senior Credit Administrator
MRISpokane —Santa Rosa, CA
- $200,000 - $240,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
Quick Apply
13d
Senior Underwriter, Insurance
HUB International —Napa, CA
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Research
- High school diploma or GED
- Business development
- Disability insurance
- Health insurance
4d
VP/RISK INVESTIGATIONS MGR
WESTAMERICA BANK —Santa Rosa, CA
- $70,304.00 - $85,751.20 a year
- Full-time
- Data analysis skills
- Office
- Analysis skills
Quick Apply

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quantitative financial analysis occupations jobs near sonoma, ca

Credit Analyst I - Wine

First Citizens Bank -
Santa Rosa, CA

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Job Details

Full-time
$86,250 - $120,000 a year

Qualifications

Commercial banking expertise
Customer communication
Credit risk report
Sales support
Wine industry
Microsoft Excel
Data analysis reporting
Underwriting
Commercial loans
Loan document collection
Writing skills
Financial statement analysis
Word embeddings
Performance Reporting
Metrics Reporting
Qualitative analysis
Mid-level
Improving operational efficiency
Financial performance report preparation
Finance
High school diploma or GED
Bachelor's degree
Financial report interpretation
Continuous improvement
Loan operations reporting
Credit history review
Corporate finance analysis experience in risk and credit
Financial statement interpretation
Productivity software
Debt risk assessment

Full Job Description

Overview: 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 & Qualifications: Duties & 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.
Position Specific Skills:
knowledge of financial principles and concepts
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Banking of Financial industry
Preferred Education:
Preferred Area of Study:
Preferred Area of Experience:
Required Licenses or Certifications:
Preferred Licenses or Certifications: Additional Information:

Bachelor's Degree and 0-2 years of experience in Banking or Financial industry OR High School Diploma or GED and 4-6 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-$120,000. 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

quantitative financial analysis occupations jobs in sonoma, ca

Credit Analyst I - Wine

Financial Analyst

VP/Risk Investigations Manager

Treasury Financial Analyst

Analyst

Senior Real Estate Credit Administrator

Credit Analyst

Loan Review Officer II

Senior Loan Review Officer

Renewal Underwriter-Commercial P&C

Senior Portfolio Manager

Loan Review Manager

Senior Credit Administrator

Commercial Auto Underwriter-Middle Mile Delivery Program

Senior Credit Administrator

Senior Underwriter, Insurance

VP/RISK INVESTIGATIONS MGR

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