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Stellar Bank · 13 hours ago

Senior Portfolio Analyst - Greenway

9 Greenway Plz, Houston, TX 77046, USA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Stellar Bank is a newly formed financial institution dedicated to responsive, relationship-based community banking. They are seeking a Senior Portfolio Analyst to oversee complex portfolio monitoring activities, conduct in-depth financial analysis, and ensure accurate risk ratings for large or specialized relationships.

BankingFinancial ServicesPersonal Finance

Responsibilities

Lead annual review workflows for complex relationships, including cash flow and collateral analysis

Review and approve covenant compliance calculations and borrowing base submissions

Update profitability metrics in Precision Lender and ensure accurate risk ratings

Identify and resolve exceptions, documenting actions in Abrigo Sageworks

Serve as a resource for junior analysts on technical portfolio tasks

Support Relationship Managers with compliance and renewal requirements

Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training

Qualification

Covenant complianceRisk rating methodologiesFinancial analysisAbrigo SageworksAnalytical skillsDecision-making skillsMentoring skillsCommunication skillsCollaboration skills