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As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

Position Summary

The Analyst is responsible for assisting in the underwriting of new and existing transactions from concept to execution. This includes business writing, accounting, financial analysis, and stress test modeling.

Essential Functions

•Assist others with monthly and quarterly reports and ad hoc reports
•Work independently on standard reports
•Seek assistance from Senior Associate or Manager on complex transactions
•Ongoing credit monitoring of clients including covenant compliance, client advances and repayments, and monthly servicing and/or borrowing base reports
•Spread and analyze financial statements; provide written commentary on financial performance
•Pull credit reports, such as D&B, Lexis Nexis, pull OFAC reports, assist in BSA process and assist in KYC process
•Assist in reconciling Approval Memos to Legal Documents

Knowledge, Skills, and Abilities

•Spread and analyze financial statements
•Review legal documents with Senior Associate or Manager for accuracy to Approval Memo
•Excellent communication skills
•Quick and versatile learner, with ability to quickly grasp the essence and underlying structure of things. Ability to comfortably deal with new concepts and complexity.
•Ability to make decisions in a timely way, sometimes with incomplete information and under tight deadlines


•Undergraduate degree or completion of degree within 6 months of start date
•Fluent in all Microsoft office applications especially Excel, PowerPoint, and Word
•Experience in accounting, finance business, or related field, preferred
•The ability to analyze financial statements and forecast future performance, preferred
•Knowledge and experience with pivot tables and vlookup in Excel, preferred
•Demonstrated leadership experience through internships, academic projects, student organizations, or extracurricular activities, preferred
•Courses in computer science, math, accounting, and/or finance, preferred

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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