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Financial Analysis & Monitoring (FAM) Specialist

Charlotte, North Carolina;

Job Description:

Job description

Responsible for monitoring and managing the credit quality and data integrity of assigned GWIM credit relationships to facilitate a sound credit portfolio.  

Responsibilities include the timely delivery of technically accurate spreads and risk rating scorecards using in-depth analysis of personal financial statements and tax returns to ensure the timely follow-up of loan monitoring activities and annual exposure reviews.


  • Must possess strong written and verbal communication skills 

  • Bachelor’s degree in business administration, finance, accounting or economics is preferred

  • 2 to 3 years of Commercial or Private Banking underwriting, credit analysis or equivalent  

  • Candidate must be well organized and be able to work independently, manage multiple assignments simultaneously, and meet deadlines 

  • Prefer formal credit training with major US Bank 

  • Strong leadership and teamwork with Credit Manager and other associates is essential 

  • Requires PC proficiency including Excel, Word, Outlook and other applications, including the Global Monitoring System (GMS) and Global Underwriting System (GUS).


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


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Referral Bonus: