Financial Research & Modeling Expert

Job Title: Financial Research & Modeling Expert

Job Type: Full-time or part-time

Location: Remote

Job Summary

Join our customer's team as a Commercial Banking Associate and play a key role in delivering exceptional financial solutions to a diverse client base. This remote position offers the opportunity to collaborate with experienced banking professionals in a dynamic environment, supporting clients at regional or money center banks.

Key Responsibilities

1. Support relationship managers in servicing commercial banking clients through timely and accurate account management.
2. Prepare and review loan documentation, financial statements, and credit memos for new and existing clients.
3. Analyze client financials and market data to provide actionable insights and recommendations.
4. Coordinate loan closings and monitor ongoing portfolio performance to ensure regulatory compliance.
5. Foster strong client relationships by responding to inquiries and resolving issues efficiently via written and verbal communication.
6. Collaborate with internal teams to streamline processes and support business development initiatives.
7. Maintain comprehensive records and uphold data integrity in all banking operations.

Required Skills and Qualifications

1. Bachelor’s degree in Finance, Business, Economics, or a related field.
2. 1-3 years of experience in commercial or corporate banking, preferably with regional or money center banks.
3. Exceptional written and verbal communication skills, with a client-focused approach.
4. Strong analytical abilities and attention to detail in reviewing financial and transactional documents.
5. Proficiency with banking software, Microsoft Office Suite, and CRM systems.
6. Ability to work independently in a remote setting while meeting deadlines and regulatory standards.
7. Demonstrated adaptability and problem-solving skills in a fast-paced environment.

Preferred Qualifications

1. Experience supporting commercial lending teams or managing loan portfolios.
2. Knowledge of industry regulations and compliance practices for regional or money center banks.
3. Professional certifications such as CFA, CBA, or similar credentials.

Required Skills

• financial analysis
• loan documentation
• regulatory compliance
• microsoft office suite
• crm systems
• banking software
• written communication
• verbal communication
• client relationship management
• problem-solving
• attention to detail