Company : Financial Services - Corporate Investment Bank
Title : Financial Credit Analyst
Location : Plano, TX
Hours : Business (9-5) - Hybrid schedule
As an Analyst within the Securities Based Lending within Asset & Wealth Management, you will be responsible for underwriting credit facilities secured by marketable securities.
The Securities Based Lending (SBL) team within Asset & Wealth Management is a center of excellence designed to handle a high volume of lower risk credit transactions including Loans, Letters of Credit and Derivatives, all fully secured by high quality marketable securities with standard loan documentation.
The Team is responsible for enhancing the client experience by facilitating swift credit approvals and expediting delivery of loan documentation.
The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process.
Job Responsibilities
- Partner with the internal stakeholders through the lifecycle of the credit request and ongoing management of the portfolio
- Prepare the analysis of a client prior to underwriting, assessing collateral, and overall preparation for grading and pricing the loan
- Analyze client data across multiple systems and preliminary review of credit
- Prepare and Review loan documentation for accuracy and compliance with federal and local regulations
Required Qualifications, Capabilities, and Skills
- Strong analytical skills
- Working knowledge of the Financial Markets and their asset vehicles including, but not limited to Mutual Funds, Equities, Fixed Income and Municipal Bonds
- Interest in structuring Credit Transactions
- Ability to interact effectively with internal stakeholders and external clients
- Ability to complete projects with limited supervision
- Bachelor's degree in finance or related field
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.