SBA Portfolio Analyst

Bank of Hope
Los Angeles, CA
Category Banking
Job Description
As the SBA Portfolio Analyst, you will handle transactional and straightforward servicing actions on the existing loan portfolio under senior officers' supervision, and perform various tasks such as answering mainline calls, preparing credit memos, analyzing financial statements, and maintaining monitoring and loan status reports.

Requirements

  • Answer mainline calls and process transactional servicing actions
  • Prepare credit memos that are simple or with minor complexity to appropriate lending authority for approval
  • Analyze financial statements or tax returns to generate relevant ratios under the supervision of senior officers
  • Monitor loan covenants and conditions per loan agreement, collect documents, and follow-up delinquent accounts
  • Maintain various monitoring and loan status reports
  • Order various third party provided services
  • Provide assistance to senior officers
  • Attend trainings and meetings as assigned
  • Comply with Bank and U.S. SBA's established loan policies and procedures
  • Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act

Benefits

  • bonus
  • benefits
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