Role OverviewThe Portfolio Analyst is responsible for supporting the management, monitoring, and reporting of the Commercial Loan Portfolio.
What You Will Do
Monitor and track financial statement reporting requirements, covenant compliance, and other loan-related obligations. Assist with portfolio monitoring activities, data management, and analytics.
Why It Might Be a Fit
Strong analytical, problem-solving, and critical thinking skills. Ability to identify trends, inconsistencies, and exceptions within portfolio data.
Requirements
- Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a related field
- Prior banking, commercial lending, credit administration, portfolio management, accounting, or financial analysis experience
- Proficiency in Microsoft 365 applications
- Advanced Microsoft Excel skills
- Experience utilizing SharePoint and other data management platforms
- Experience with Power BI, reporting tools, or business intelligence platforms
- Familiarity with nCino, DocStar, core banking systems, or similar lending platforms
Benefits
- Competitive salary range of $65,000 - $85,000 per year
- Benefits package not explicitly stated
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