Loan Analyst

Job Description

Job Description

Position Overview

The Loan Analyst supports small business lending initiatives by performing financial analysis, underwriting loan applications, and monitoring loan performance. This role works closely with internal leadership and external stakeholders to assess borrower financial health, support lending decisions, and contribute to the overall success of business finance programs.

Key Responsibilities

• Underwrite small business loan applications and evaluate borrower financials
• Analyze financial statements, tax returns, and supporting documentation for loan eligibility
• Present loan requests to internal committees for review and approval
• Monitor loan performance and track financial trends of borrowers post-funding
• Conduct variance analysis and report findings to management
• Support loan lifecycle processes from booking through servicing
• Perform bank reconciliations and assist with financial tracking
• Draft loan closing documents, payoff statements, and periodic balance statements
• Prepare board materials and meeting minutes as needed
• Assist with debt recovery documentation and servicing activities
• Maintain relationships with borrowers and respond to loan-related inquiries
• Participate in discovery calls with loan applicants and stakeholders
• Support special projects, new programs, and departmental initiatives

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2+ years of experience in financial analysis, forecasting, budgeting, or lending
• Strong Excel skills, including financial modeling capabilities
• Experience reviewing financial statements and performing data analysis
• Familiarity with financial reporting tools and systems
• Effective communication and presentation skills

Preferred Qualifications

• 5+ years of relevant experience in lending, banking, or financial analysis
• Experience in public finance, government, or economic development environments
• Advanced degree (MBA, Master's in Finance/Economics, etc.)
• Professional certifications (CFA, CPA, CFM, or similar)
• Experience with grant funding, public-private partnerships, or loan programs

Core Competencies

• Strong analytical and problem-solving abilities
• High attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Effective relationship-building skills with internal and external stakeholders
• Comfortable learning new systems and adapting to evolving processes
• Ability to work both independently and within a team

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future™