Location: Cleveland, OH
Work type: Full-time
Compensation: $96000 – $181000 annual
Location: Hybrid — Cleveland, OH
Job Summary
The Commercial Analyst Lead will be responsible for oversight of the Commercial Analysts to ensure consistency in the role, monitor CA workflow in adherence to process and procedures, and review CA outputs to ensure consistency and accuracy. The CA Lead will also be responsible for hiring, onboarding, training, and development of the CAs on their team. In addition to the responsibilities above, the CA Lead will partner with Middle Market Leadership, Credit, Underwriting Partners and other designated partners to identify and implement ongoing process improvements.
Responsibilities
Directly interact with Regional Sales Executive, Commercial Sales Leaders, and Relationship Managers on in market sales strategy and support. Give direction and drive accountability for results for Commercial Analysts. Ensure proper use of systems to ensure that they are both client service oriented and attentive to managing risk and value added servicing activities. Monitor and Audit Commercial Analyst workflow in adherence to process and procedures. Monitor and Review Commercial Analyst outputs (pre flight/pitch books/collaboration/communication) to ensure consistency and accuracy. Hire, onboard and train new Commercial Analysts to ensure the individuals can fulfill the needed credit acumen required of the job. Conduct regular and ongoing performance coaching and conduct both mid year and annual reviews. Partner with BGPM and HR to conduct ongoing CA skill assessments and provide relevant training opportunities. Serve as the central point of contact for CA day to day responsibilities (e.g., process questions, nCino issues, etc.). Identify and communicate important information related to changes in processes, policies, or other role related topics. Collaborate with partners (CSLs, COs, UTLs, UWs, Credit Systems) to identify areas for improvement in the credit and underwriting processes. Plan and manage staff and controllable expenses. Travel on a periodic basis to meet with CAs and Relationship Teams, attend bank, client, and educational meetings and events. Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
Education Qualifications
Bachelor's Degree (preferred)
Experience Qualifications
Minimum of 5 years of commercial banking experience (e.g., credit structuring & analysis, sales functions, risk assessment, knowledge of commercial banking products, services & technology) accounting (preferred). Minimum of 5 years working in Credit Structuring & Financial Analysis (preferred). Ability to manage workflow and complex commercial banking deals (preferred). Ability to manage stress and competing priorities (preferred). Minimum of 5 years working in Commercial Middle Market Credit Structuring & Financial Analysis (preferred). Minimum of 5 years Commercial Middle Market Underwriting and Financial Analysis (preferred). Minimum of 1 year Leadership Experience (required). Excellent knowledge of commercial loan and deposit documentation (required). Ability to establish and strengthen effective working relationships among team members and partners (required). Demonstrated experience in identifying, developing, growing, and managing teams (preferred).
Personal Skills
Collaboration, Critical Thinking, Adaptability, Empathy
Practical Skills
Business Acumen, Risk Management, Change Navigation
Physical Demands
General Office: Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
Compensation: $96000 – $181000 annual