CRE Financial Analyst - Military Veterans
at UBS Financial Services, Inc.
Do you enjoy analyzing financial data to identify emerging credit risks? Are you accustomed to participating in the development of process and procedure improvements? Are you extremely interested in Commercial Real Estate markets with a high degree of detail? We are looking for someone to use their expertise to help us:
• place calls to Private Bankers and Financial Advisors to update and complete financial statement requests and loan files
• assist Portfolio Managers evaluate financial spreads, cash flow, and credit documents
• assist with the credit analysis and monitoring of complex loans to HNW and UHNW clients
• be responsible for assuring loan information systems, databases, and departmental trackers are complete and accurate
• prepare weekly, monthly, and quarterly reports for management
• recommend and implement process improvements in coordination with Portfolio Managers, department Head, and other stakeholders to improve efficiencies, timeliness of information and data accuracy
• assist in the timely transition loans from Underwriting to Portfolio Management with adherence to strict quality control parameters to ensure systems, trackers, and loan files accurately reflect approved terms and conditions, legal documentation, and file completeness
• maintain and update Borrower’s loan data in internal systems and trackers
Salt Lake City, UT
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!