Portfolio Monitoring Analyst jobs in United States
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U.S. Bank · 5 hours ago

Portfolio Monitoring Analyst

U.S. Bank is committed to helping customers and businesses make better financial decisions while supporting community growth. The Portfolio Monitoring Analyst role involves supporting Corporate and Commercial Banking Lenders and Wealth Management Relationship Managers through financial analysis, loan monitoring, and compliance tracking.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring
Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies
Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer’s financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers
Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions

Qualification

Financial analysisCredit analysisAccounting knowledgeAttention to detailAnalytical skillsProblem-solving skillsCommunication skills

Required

Typically a Bachelor's degree, or equivalent work experience

Preferred

Accounting and finance knowledge normally acquired through the completion of a bachelor's degree in business, finance or accounting
Some understanding of basic credit analysis, administration, and policy and procedures
Good analytical and problem-solving skills and attention to detail
Ability to identify and resolve exceptions and to interpret data
Effective verbal, written, and interpersonal communication skills
Ability to read and comprehend credit write-ups and loan documentation

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase