Top 10 Financial and investment analysts Jobs in Tulsa, Ok

Credit Monitoring Analyst II
Busey Bank —Tulsa, OK
- $69,000 - $96,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
11d
Financial Analyst
T.D. Williamson, Inc. —Tulsa, OK
- Full-time
- CPA
- Mid-level
- Office
Consumer Lending Risk Analyst
BOK Financial —Tulsa, OK
- $70,000 - $80,000 a year
- Computer Science
- Mid-level
- Office
11d
Senior Financial Data Analyst
Airgas —Tulsa, OK
- Full-time
- 5 years
- Office
- Finance
- Paid jury duty
- Commuter assistance
Financial Crimes Model Analyst
STRIDE BANK NA —Tulsa, OK
- Full-time
- Computer Science
- Mid-level
- 3 years
Credit Analyst II
FIRSTAR BANK —Tulsa, OK
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Credit Analyst III
STRIDE BANK NA —Tulsa, OK
- Full-time
- Analysis skills
- Bachelor's degree
- Experience equivalent to degree accepted
Senior Treasury Analyst
QuikTrip —Tulsa, OK
- $90,600 - $113,300 a year
- 5 years
- ERP systems
- Office

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Credit Monitoring Analyst II

Busey Bank -
Tulsa, OK

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Job Details

Full-time
$69,000 - $96,000 a year
11 days ago

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Financing agreements
Balance sheet
Bachelor's degree
Productivity software

Full Job Description

Position Summary

The Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial information, testing of financial covenants, and post-closing loan review to ensure alignment between loan approval, documentation, and tracking system.

Duties & Responsibilities

Accurately calculate financial ratios and monitor Borrower’s covenants for compliance as outlined in loan documents.
Effectively communicate all internal communication of the borrower’s performance and trend analysis to the appropriate parties.
Completes post booking reviews on commercial loans to ensure accuracy of loan documents as outlined in the credit approval and ensure internal tracking of covenants are accurately built for internal tracking purposes.
Analyze and assess financial statements and credit history of existing and potential clients.
Provide additional support to Credit Administration as it relates to special projects as assigned.
Comply with all credit administration policies and procedures.
Prepare ad hoc reports as requested.
Provide back-up assistance to other team members at peak volume times, including but not limited to reviewing and analyzing Borrowing Base Certificates and reviewing financial statements for accuracy and advancement of next due date.
Mentorship of less experienced Credit Monitoring Analysts.
Complete Moody’s Credit Modules, as assigned.
Comply with all credit administration policies and procedures.
Maintain the highest level of confidentiality of all information.
Provide extraordinary service while complying with all Bank policies and procedures.
Adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.
Reliable and predictable attendance; both onsite and remote.

Education & Experience

Knowledge of:

Strong oral, written and interpersonal communication skills
Intermediate understanding of credit analysis and financial statements.
Full understanding of balance sheets, income statements and cash flow statements
Full understanding of loan and collateral documents, including attorney prepared documentation
Strong problem solving and analytical skills

Ability to:

Read and comprehends credit write-ups and loan documentation
Prioritize workflow, multi-task and work independently
Perform duties under frequent time pressures with high degree of accuracy and attention to detail

Education and Training:

Requires bachelor’s degree in Finance, accounting or business
Minimum 2 years of experience with credit loan documents and credit monitoring experience in the financial services industry.
Experience in nCino and Jack Henry preferred, but not required
Requires knowledge of Microsoft Office

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $69,000.00 - $96,000.00 /year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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Refine Your Search

financial and investment analysts jobs in tulsa, ok

Credit Monitoring Analyst II

Financial Analyst

Consumer Lending Risk Analyst

Senior Financial Data Analyst

Financial Crimes Model Analyst

Credit Analyst II

Credit Analyst III

Senior Treasury Analyst

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