Credit Associate

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Credit Associate Walnut Creek, California; San Francisco, California CREDIT ASSOCIATE - Middle Market, C&I Lending WHAT IS THE OPPORTUNITY? The Credit Associate is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate may be assigned a book of lower-complexity loans and relationships. The Credit Associate collaborates with team members to ensure effective credit operations. The Credit Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? Serve middle market clients - typically privately held companies with annual revenues ranging from $50 million to $2 billion - across a wide range of industries and geographies. Provide customized credit and banking solutions to support working capital needs of clients. Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management. Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities. Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively

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