Commercial Analyst

KeyCorp
New York
Workplace: HybridFull timeUSD 71,000 - 125,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Oral & written communication","Analytical thinking","Risk management","Business acumen","Stress management"]

Partner with relationship managers to support sales and the lending process for commercial relationships with credit commitments under $10 million. Build pitch materials, lead or join due diligence, and review loan requests to identify required documents and financial statements. Manage underwriting submissions and documentation accuracy across Salesforce and nCino, prepare ROE analysis and preflight memos, and help ensure ongoing portfolio data integrity and credit quality.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Commercial Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Partner with relationship managers to support sales and the lending process for commercial relationships with credit commitments under $10 million. Build pitch materials, lead or join due diligence, and review loan requests to identify required documents and financial statements. Manage underwriting submissions and documentation accuracy across Salesforce and nCino, prepare ROE analysis and preflight memos, and help ensure ongoing portfolio data integrity and credit quality.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Collaborate with relationship managers, loan closers, and underwriters to identify and respond to client requirements for credit commitments under $10 million.
  • •Create pitch materials for prospects and clients and lead/participate in due diligence meetings to understand client business, management, and industry.
  • •Review loan requests under $10 million to determine required business documents and financial statements; collect and upload materials to Salesforce via the secure document collection portal.
  • •Complete lending tasks including financial statement spreads, ROE analysis, and preparing preflight memos for deal team discussions.
  • •Manage credit approval and documentation quality by entering data in nCino, reviewing credit approval memos for accuracy, and ensuring final loan documents match approved terms and waivers/amendments/extensions are properly processed.

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

  • •Bachelor’s degree in Business, Finance, or a related field (required).
  • •2 years of commercial banking experience across credit structuring/analysis, sales functions, and risk assessment (required).
  • •2 years working in credit structuring & financial analysis (required).
  • •Ability to manage workflow and complex commercial banking deals (required).
  • •Ability to meet timelines while managing stress and competing priorities (required).
Experience:2+ yearsCommercial bankingMiddle market creditCredit structuringFinancial analysis
Education:Bachelor's in Business, Finance, or a related field
Skills:Oral & written communicationAnalytical thinkingRisk managementBusiness acumenStress management
Licenses:Valid driver's license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPointSalesforceNCinoSharePointHoganLIQ

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn