Credit Research Analyst: Banks & Insurance
Jobtailor
Fidelity is seeking a Credit Research Analyst to conduct fundamental credit analysis on insurance and financial counterparties, preparing research notes and internal ratings. The role involves evaluating regulatory issues, leading due diligence meetings, and maintaining strong internal stakeholder communication. The ideal candidate will have a Bachelor's degree and experience in quantitative methods and financial modeling, with preference for MBA, CFA, or SOA credentials. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Credit Research Analyst: Banks & Insurance in Oklahoma City, OK vacancy
- ...Responsibilities Conducts fundamental credit research on Fidelity’s insurance/reinsurance partners, bank and broker/dealer trading counterparties, and treasury relationships Performs credit analysis on potential and existing counterparties based on an assessment of financial...Suggested
Jobtailor
Oklahoma City, OK1 day ago - ...office position. Department: 202 Credit Administration Job Summary The Credit Analyst is primarily responsible for performing... ...of loan documents and bank records. Ensure loans are compliance... ...Medical Plan Employer Paid Life Insurance Flexible Spending Program 401k Profit...SuggestedFull timeWork at officeFlexible hours
International Bank of Commerce
Oklahoma City, OK4 days ago - ...consumer and commercial borrowers. Prepare Credit Memos, including credit analyses,... ...credits. Assist lending staff and junior analysts with applying underwriting and loan structuring... ...accounting. 5+ years of experience as a bank credit analyst or similar field. Proficiency...SuggestedWork at officeFlexible hours
Sovereign Bank
Oklahoma City, OK1 day ago - ...A financial institution in Oklahoma City is seeking a Bank Credit Analyst to evaluate the creditworthiness of borrowers and prepare analytical reports for loan recommendations. The ideal candidate will have a bachelor’s degree in finance or related fields and over 5 years...Suggested
Sovereign Bank
Oklahoma City, OK5 days ago - ...Job Description POSITION SUMMARY: The Credit Analyst will support the lenders in underwriting requests for credit extensions to new... ...perform annual credit reviews as needed, ensure compliance with the Bank’s credit policies and procedures, ensure the timely collection...SuggestedTemporary workInterim roleBank staffWork at office
gpac
Oklahoma City, OK3 days ago - ...Provincetown, Massachusetts, Seamen’s Bank just celebrated its 175th birthday. While... ...increasing our community impact. The Credit Analyst contributes to the achievement of the Commercial... ...analysis of new and existing loans by researching and gathering information in order to...For contractors
Seamen's Bank
Oklahoma City, OK1 day ago $69k - $96k
...Credit Monitoring Analyst IIThe Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor... ...dental, vision, company-paid life insurance and long-term disability,...Temporary workLocal areaRemote workFlexible hoursBusey
Oklahoma City, OK1 day ago- Kirkpatrick Bank hires individuals who are committed to building... ...subsidized health and dental insurance for employees and dependents Health... ...the financial condition and credit worthiness of individuals and... ...training and development of Credit Analyst I Committed to Company Mission...Interim roleWork at officeMonday to FridayFlexible hoursShift work
- Kirkpatrick Bank seeks a qualified Credit Analyst/Underwriter to assess creditworthiness for commercial and real estate loan requests. You will analyze financial statements, cash flows, and market factors to support lending decisions in a fast-paced banking environment....
- Position: Credit AnalystLocation: North BranchReports To: Sr. Credit OfficerFLSA Status: Non-ExemptPosition Summary:The Credit Analyst is responsible for evaluating the creditworthiness of commercial... ...the overall quality of the bank’s loan portfolio while supporting the...Contract workWork at office
- Busey Bank is seeking a Credit Monitoring Analyst II to support the commercial credit monitoring and portfolio management for the Bank. The role covers analysis of borrower and guarantor financials, testing covenants, and post-closing review to ensure alignment of loan...
$132.7k - $303.2k
...venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and...Work experience placementSummer holidayFlexible hours- ...will coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: ~ First Command offers a comprehensive training...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Oklahoma City, OK2 days ago $50k - $100k
...our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an... ...obtained within 30 days of hire). ~1–3 years of experience in banking, insurance, or consultative client-facing sales. ~ High coachability...Local areaStrategic People Advisors
Oklahoma City, OK2 days ago- Oklahoma Farm Bureau Insurance in Oklahoma City is seeking an experienced individual focused on analyzing financial information and preparing... ...financial reports. Responsibilities include reconciling bank accounts, preparing monthly and quarterly financial statements,...Work at officeRemote work
- .... You AreThe candidate will be a Manager within the Commercial Banking Consulting practice with a focus on Business and Technology Transformation... ...within the wholesale lending industry. The Commercial Credit Consultant designs and implements business changes that drive...Full timeLive inWork at officeLocal area
- National American Insurance Company (NAICO) is an Oklahoma-based regional insurance carrier established in 1987. Licensed nationwide, we... ...Record daily cash transactions accurately in the general ledger. Bank Reconciliations: Prepare and reconcile assigned bank accounts...Work at office2 days per week3 days per week1 day per week
- ...RCB Bank Job OpportunityRCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank... ...the public.Meet with prospective borrowers, review and analyze credit and financial information, determine borrower financing objectives...Work at officeRelocation
RCB Bank
Oklahoma City, OK2 days ago - ...professionals.Identifies the creditworthiness of borrowers by examining credit reports, tax returns and assets.Counsels borrowers on the... ..., FHA, VA, USDA, and investor guidelines and state and federal banking laws and regulations, such as TRID, TILA, RESPA, HMDA, FCRA,...Work at office
InterLinc Mortgage Services
Edmond, OK5 days ago - ...refer customers and/or potential customers to other units of the bank to provide services that meet their needs Actively... ...Non-Conforming Loans, FNMA and FHLMC, and Home Equity Lines of Credit Detail oriented with good organizational skills and ability to...
Sovereign Bank
Oklahoma City, OK3 days ago - ...new residential mortgage business, works bank referral leads, and sells IBC Mortgage products... ...borrower in understanding and clearing credit problems Participates in the loan closing... ...Benefits Medical Plan Employer‑Paid Life Insurance Flexible Spending Program 401(k) Profit‑...Bank staffFlexible hours
International Bank of Commerce
Oklahoma City, OK23 hours ago $55k - $65k
...Benefits : This company offers PTO, Health, Dental, and vision insurance and 401K We are working on an exciting Accounting Job... ...reconciliations Receive and review invoices Reconcile bank and credit card accounts Calculate commissions Data entry...Work at officeAddison Group
Oklahoma City, OK3 days ago- Oklahoma Farm Bureau Insurance in Oklahoma City is looking for an Accountant to analyze financial data and prepare reports. The ideal candidate... ...relevant experience. Key responsibilities include reconciling bank accounts, preparing financial statements, and assisting with...Work at office
- ...in nature. Handles both large and small credits. Essential Duties And Responsibilities... ...prospective customers; promotes and cross-sells Bank's services; works with Bank operation... ...(i.e., Treasury Services, BancFirst Insurance Services, SBA Department, merchant services...Full time
BancFirst
Midwest, OK2 days ago - Description Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We're searching for a Loan...Temporary work
Cornerstone Capital Bank
Oklahoma City, OK5 days ago - ...ABOUT CENTRAL BANK Central Bank is a community-focused financial institution dedicated to serving the individuals and businesses... ...lending and banking solutions Analyze financial statements, credit information, and collateral to evaluate loan opportunities Structure...Work at officeLocal area
Central Bancompany
Oklahoma City, OK3 days ago - ...important; Care about people; Have a positive attitude). Embraces the Bank’s commitment to Solutions by seeking and recognizing... ...to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Mortgage Company, Priority...Full timeWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift
BayCoast Insurance
Oklahoma City, OK1 day ago - ...retention of commercial relationships using a proactive calling strategy. Cross-sell ancillary products and services of the bank. Analyzes credit history of applicants and determines loan repayment capabilities. Negotiates credit terms, such as costs, loan...Work experience placementLocal area
First United Bank
Oklahoma City, OK5 days ago - ...loan portfolio as well as promoting the Bank and its other services available to potential... ...portfolio of the branch and assist with credit analysis of new clients. Essential Duties... ...experience in a commercial credit analyst role and/or training; or equivalent combination...Work at office
Great Plains Bank
Moore, OK4 days ago $179.31k - $224.14k
...opportunity to feel seen, respected, valued and heard.Tinker Federal Credit Union's Business Services department has an immediate opening... ...and policy requirements, including but not limited to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Anti...Work experience placementCasual workWork at officeImmediate startTinker Federal Credit Union
Edmond, OK3 days ago
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