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Credit Analyst

Posted about 2 months ago

Contract Opportunity with a FULL suite of benefits!

Position: Credit Analyst 
Location: San Francisco, CA 94111

Day-to-Day Responsibilities:

  • Support the underwriting needs for Eagle Lending's Personal Line of Credit product by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met.
  • Verify accuracy and completeness of loan application file.
  • Cultivate strong and positive working relationships with partners: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc.
  • Effectively use Moodys CreditLens or similar tool to spread tax returns and financial statements.
  • Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle.
  • Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
  • Assist in underwriting additional consumer lending products as needed.

Is this a good fit? (Requirements):

  • One+ year underwriting experience.
  • Experience with financial/credit analysis including reviewing financial statements, credit reports, tax returns and various income streams.
  • BA/BS required or equivalent work experience.
  • Flexibility to adapt and able to manage multiple assignments while working independently.
  • Strong decision-making, interpersonal and communication skills; including the ability to clearly understand complex concepts.
  • Excellent organizational and time-management skills, and attention to detail.
  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

About our client:
Founded in 1985, our client and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Join a team that continues to make significant investments in its digital solutions, including upgrading our consumer-facing technology.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.