Job Details

Credit Officer

  2025-09-03     Page Executive     San Francisco,CA  
Description:

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  • Analyze financial statements, tax returns with emphasis on cashflow, profitability and liquidity
  • Review property appraisals, environmental reports and evaluate suitability as loan collaterals
  • Assessment preparations, interpret financial ratios and significance of various financial ratios
  • Discuss and meet with front office staff on prospective customers, visit collateral properties
  • Prepare department reports, order appraisals, review loan documents, approve GCMS transactions and other responsibilities as required.

Competencies:

In order to perform the job successfully, an individual should demonstrate the following competencies:
  • Knowledge of international trade finance functions, documents and procedures
  • Working knowledge of accounting principal, property appraisals and environmental reports
  • Basic banking practice and bank procedures, UCC and loan agreements
  • Proficiency in Excel, Word, Power Point office software
  • Business writing, local rent control ordinances, Alice Act desired
  • Ability to perform services in person from a Bank office or Branch to, among other things, access the Bank's computer systems and engage in an interactive environment with co-workers

  • Based in California
  • Competitive Package

About Our Client

A large global bank

Job Description

Essential Functions
  • Analyze financial statements, tax returns with emphasis on cashflow, profitability and liquidity
  • Review property appraisals, environmental reports and evaluate suitability as loan collaterals
  • Assessment preparations, interpret financial ratios and significance of various financial ratios
  • Discuss and meet with front office staff on prospective customers, visit collateral properties
  • Prepare department reports, order appraisals, review loan documents, approve GCMS transactions and other responsibilities as required.

Competencies:

In order to perform the job successfully, an individual should demonstrate the following competencies:
  • Knowledge of international trade finance functions, documents and procedures
  • Working knowledge of accounting principal, property appraisals and environmental reports
  • Basic banking practice and bank procedures, UCC and loan agreements
  • Proficiency in Excel, Word, Power Point office software
  • Business writing, local rent control ordinances, Alice Act desired
  • Ability to perform services in person from a Bank office or Branch to, among other things, access the Bank's computer systems and engage in an interactive environment with co-workers

The Successful Applicant

Travel Requirements:

Some local travel to meet with customers or visit collateral hence a valid driver's license is required

Required Education And Experience

  • Bachelor's degree (B. A. or B. S.) from four-year college or university
  • Three to seven years of related experience and/or training
  • Equivalent combination of education and experience

Additional Qualifications

Knowledge of real estate industry, title insurance industry a plus

What's On Offer

Competitive Package

Contact:

Quote job ref: JN-082###-####917

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales
  • Industries

    Staffing and Recruiting

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