About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

Confidential Client is hiring an entry-level CRE Credit Analyst I to support their Commercial Real Estate lending team. This is a remote-friendly, full-time role based in Newburgh Heights, OH. The role focuses on credit analysis, financial statement review, documentation follow-up, and supporting credit decisions that lead to portfolio or relationship management career paths.

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What You’ll Do

• Gather and analyze borrowers’ financial and business information to determine creditworthiness for commercial real estate loans
• Prepare clear written credit evaluations that summarize financial condition, future outlook, strengths, and risks for borrowers, sponsors, and guarantors
• Obtain, track, and follow up on required loan documentation and covenant reporting
• Monitor financial reporting requirements, analyze loan and financial information, and flag deviations or potential risk
• Support portfolio monitoring and periodic reviews of assigned relationships
• Participate in team meetings and credit discussions; escalate material concerns to senior analysts or managers
• Perform other duties as assigned that support loan underwriting, portfolio health, or client relationships

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Qualifications (Minimum)

• Bachelor’s degree in Business, Accounting, Finance, Economics, or related field
• Strong written and verbal communication skills, professional demeanor, and attention to grammar
• Proficiency with Microsoft Word, Excel, PowerPoint, and web-based research tools
• Strong organizational skills, attention to detail, and ability to manage multiple tasks without compromising quality
• Ability to work independently and as part of a team

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Preferred Qualifications

• Internship or work experience in finance, banking, or commercial real estate
• Familiarity with financial statement analysis, loan documentation, and covenant monitoring
• Confidence, assertiveness, and the ability to interact with stakeholders at all levels
• Service-oriented mindset with a focus on customer experience and achieving team goals

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Training, Travel & Career Path

• This role requires successful completion of the client’s Credit College (three consecutive weeks in Columbus, OH) within a timeframe set by management
• May require periodic travel across the client’s geographic footprint for training or team meetings
• Typical career progression includes moving into CRE portfolio manager or relationship manager roles with sales responsibilities

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Compensation & Benefits

• Estimated salary: $67,099 per year (estimated)
• Remote-friendly arrangement with opportunities to work from office for key team events or training
• Benefits and additional compensation details will be provided by the hiring team during the interview process

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Workplace & Employment Type

• Employment type: FULL_TIME
• Job location type: TELECOMMUTE (remote-friendly, based in Newburgh Heights, OH)
• Applicants must be currently authorized to work in the United States on a full-time basis. Confidential Client will not sponsor work visas for this position.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.