Credit Analyst/Portfolio Lender Search Fund & Sponsor Finance Lending
Parkside Financial Bank & Trust, Bedford, NH, United States
Position: Credit Analyst/Portfolio Lender Search Fund & Sponsor Finance Lending
Location:
Bedford, NH
Job Id: 270
# of Openings: 1
Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive. Today, we’re an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust, and family office services in one place.
From St. Louis to Denver to Bedford, we’ve grown with our clients to $1 billion in Bank assets and approximately $3.6 billion in Trust & Family Office assets under management. We’ve also been recognized as a Top Workplace in St. Louis for five consecutive years thanks to a team that’s Smart, Likeable, Entrepreneurial, and Dependable. If you like doing great work with great people, you’ll fit right in.
Why Parkside? We are a fast-growing, high-trust team where you’ll do real work, learn quickly, and be genuinely valued.
Ready to dig into deals, sharpen your credit skills, and work directly with clients? We are seeking a Credit Analyst/Portfolio Lender to join our Search Fund & Sponsor Finance Team. You'll help evaluate and underwrite direct loans and other credit exposure to search funds and private equity owned borrowers in the lower middle market. A bachelor's degree (or equivalent experience) is required; Finance, Accounting or Economics preferred.
RESPONSIBILITIES
Provide comprehensive support to the Search Fund & Sponsor Finance Director through financial and credit analysis, collateral assessment, ratio calculations, and additional underwriting tasks for new loans, renewals, and annual reviews.
Accurately review and enter applicant companies' financial statements into the LoanVantage loan management system to support loan processing and analysis.
Build relationships with clients to be their trusted advisor; establish clients as referral resources by providing extraordinary service.
Assess applicants' financial positions and prepare commercial loan requests and renewals, evaluating creditworthiness based on financial data while ensuring compliance with loan policies and banking regulations.
Gather all required client documentation and complete internal financial statement spreadsheets and projections reflecting the client's financial condition.
Evaluate clients' stability, managerial aptitude, and creditworthiness by analyzing both personal and corporate documents, including balance sheets, income statements, and tax returns.
Conduct ongoing monitoring of loan portfolios, encompassing both loan reviews and renewals.
Oversee credit monitoring activities, including analysis of borrowing bases, financial covenants, margin loans, and related items.
Develop and sustain positive, trusted relationships with colleagues, clients and vendors.
Maintain a regular presence in the office to collaborate with team members and support daily operations, while also enjoying a flexible work environment to accommodate personal and professional needs.
Willingness to travel to conferences and industry events as needed to represent the company and foster professional development.
QUALIFICATIONS
Formal credit training and at least 2+ years of underwriting and/or portfolio management experience
Bachelor's degree is required; emphasis in Finance, Accounting or Economics preferred
Demonstrated strong financial acumen and high-level problem‑solving skills
Detail oriented and highly organized
Strong written and verbal communication skills
Able to multi‑task and prioritize to meet deadlines
Able to work both independently and as an integral part of a team
Quickly and proficiently comprehend new information
Able to focus on key priorities and thrive in a complex and ever‑changing environment
Strong work ethic
Stable under pressure or stress
A thorough understanding of all policies, procedures and regulations pertaining to the job
Willingness to learn and contribute to company’s financial growth and profitability
EMPLOYEE BENEFITS Parkside is proud to offer competitive benefits for all our employees, including:
Competitive salary with bonus
Medical, dental, and vision insurance
Employee Stock Options
Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!
Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications.
All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
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Location:
Bedford, NH
Job Id: 270
# of Openings: 1
Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive. Today, we’re an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust, and family office services in one place.
From St. Louis to Denver to Bedford, we’ve grown with our clients to $1 billion in Bank assets and approximately $3.6 billion in Trust & Family Office assets under management. We’ve also been recognized as a Top Workplace in St. Louis for five consecutive years thanks to a team that’s Smart, Likeable, Entrepreneurial, and Dependable. If you like doing great work with great people, you’ll fit right in.
Why Parkside? We are a fast-growing, high-trust team where you’ll do real work, learn quickly, and be genuinely valued.
Ready to dig into deals, sharpen your credit skills, and work directly with clients? We are seeking a Credit Analyst/Portfolio Lender to join our Search Fund & Sponsor Finance Team. You'll help evaluate and underwrite direct loans and other credit exposure to search funds and private equity owned borrowers in the lower middle market. A bachelor's degree (or equivalent experience) is required; Finance, Accounting or Economics preferred.
RESPONSIBILITIES
Provide comprehensive support to the Search Fund & Sponsor Finance Director through financial and credit analysis, collateral assessment, ratio calculations, and additional underwriting tasks for new loans, renewals, and annual reviews.
Accurately review and enter applicant companies' financial statements into the LoanVantage loan management system to support loan processing and analysis.
Build relationships with clients to be their trusted advisor; establish clients as referral resources by providing extraordinary service.
Assess applicants' financial positions and prepare commercial loan requests and renewals, evaluating creditworthiness based on financial data while ensuring compliance with loan policies and banking regulations.
Gather all required client documentation and complete internal financial statement spreadsheets and projections reflecting the client's financial condition.
Evaluate clients' stability, managerial aptitude, and creditworthiness by analyzing both personal and corporate documents, including balance sheets, income statements, and tax returns.
Conduct ongoing monitoring of loan portfolios, encompassing both loan reviews and renewals.
Oversee credit monitoring activities, including analysis of borrowing bases, financial covenants, margin loans, and related items.
Develop and sustain positive, trusted relationships with colleagues, clients and vendors.
Maintain a regular presence in the office to collaborate with team members and support daily operations, while also enjoying a flexible work environment to accommodate personal and professional needs.
Willingness to travel to conferences and industry events as needed to represent the company and foster professional development.
QUALIFICATIONS
Formal credit training and at least 2+ years of underwriting and/or portfolio management experience
Bachelor's degree is required; emphasis in Finance, Accounting or Economics preferred
Demonstrated strong financial acumen and high-level problem‑solving skills
Detail oriented and highly organized
Strong written and verbal communication skills
Able to multi‑task and prioritize to meet deadlines
Able to work both independently and as an integral part of a team
Quickly and proficiently comprehend new information
Able to focus on key priorities and thrive in a complex and ever‑changing environment
Strong work ethic
Stable under pressure or stress
A thorough understanding of all policies, procedures and regulations pertaining to the job
Willingness to learn and contribute to company’s financial growth and profitability
EMPLOYEE BENEFITS Parkside is proud to offer competitive benefits for all our employees, including:
Competitive salary with bonus
Medical, dental, and vision insurance
Employee Stock Options
Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!
Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications.
All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
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