Commercial Analyst

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

Support a relationship team by partnering with relationship managers and deal team members to drive the lending process for middle-market credit commitments under $10M. Create prospect/client pitch materials, lead due diligence, review loan requests, and prepare analyses such as ROE and preflight memos. Manage credit documentation workflows in systems like Salesforce and nCino, ensure memo and loan-document accuracy, and help maintain portfolio data integrity and risk ratings.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Commercial Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support a relationship team by partnering with relationship managers and deal team members to drive the lending process for middle-market credit commitments under $10M. Create prospect/client pitch materials, lead due diligence, review loan requests, and prepare analyses such as ROE and preflight memos. Manage credit documentation workflows in systems like Salesforce and nCino, ensure memo and loan-document accuracy, and help maintain portfolio data integrity and risk ratings.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Work with relationship managers, loan closers, and underwriters as a deal team member for credit commitments under $10M.
  • •Create pitch materials for prospects and/or clients and lead/participate in due diligence meetings.
  • •Review loan requests under $10M, determine required documents/financial statements, and upload materials to Salesforce using the secure document collection portal.
  • •Perform lending tasks including requesting/reviewing financial statement spreads, preparing ROE analysis, and preparing preflight memos.
  • •Enter and manage loan request activity in nCino, review credit approval memos and loan documentation for consistency, and support portfolio data integrity and relationship reviews.

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

  • •Bachelor's degree in Business, Finance or a related field.
  • •Minimum of 2 years of commercial banking experience (credit structuring & analysis, sales support, risk assessment, and commercial banking products/technology).
  • •Minimum of 2 years working in Credit Structuring & Financial Analysis.
  • •Ability to manage workflow and complex commercial banking deals.
  • •Ability to manage stress and competing priorities.
Experience:2+ yearsCommercial bankingMiddle marketCredit structuring
Education:Bachelor's in Business, Finance or a related field
Skills:Business acumenOral and written communicationAnalytical thinkingRisk managementWorkflow management
Tech Stack:SalesforceNCinoMicrosoft WordMicrosoft ExcelMicrosoft PowerPointSharePointHoganLIQ

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
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Glassdoor: 3.6
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