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Finance 🏢 Full Time ⭐️ Verified

Credit Analyst Trainee

Oakland Financial Solutions
Oakland
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
5 September 2026
Deadline
5 Sep 2027

Job Description

Join our award-winning finance team as a Credit Analyst Trainee with comprehensive paid training! We're seeking motivated individuals to build expertise in credit risk assessment, financial modeling, and portfolio management. This 12-week paid training program combines classroom instruction with hands-on mentorship from senior analysts. Upon completion, you'll transition to a permanent role analyzing commercial credit applications, preparing risk reports, and supporting lending decisions for our diverse portfolio of Bay Area businesses. Enjoy competitive compensation, full benefits, and clear career advancement pathways.

Responsibilities

  • Analyze commercial loan applications and financial statements to assess creditworthiness
  • Prepare detailed credit reports and risk assessments using industry-standard tools
  • Monitor existing loan portfolios for compliance and early risk detection
  • Collaborate with senior analysts to structure complex credit solutions
  • Participate in ongoing training to develop financial modeling and forecasting skills
  • Adhere to regulatory compliance requirements and internal risk policies
  • Support relationship managers with credit recommendations and portfolio insights

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Strong analytical aptitude with attention to financial details
  • Proficiency in Microsoft Excel (required), basic knowledge of financial modeling
  • Excellent written and verbal communication skills
  • Ability to interpret complex financial statements and cash flow projections
  • Interest in developing career in commercial credit or risk management
  • Passion for continuous learning and professional development
  • Authorized to work in the United States

Required Skills

Credit Analysis Financial Modeling Risk Assessment Excel Financial Statements Commercial Lending Regulatory Compliance

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