Senior Due Diligence Analyst responsible for KYC onboarding and compliance processes in a hybrid working environment. Supporting the French business with expertise in AML policy requirements and relationship management.
About the role
- Portfolio Analyst managing a client portfolio in commercial real estate finance. Collaborating with team members to enhance financial performance and client solutions in a dynamic environment.
Responsibilities
- Provides relationship management support for assigned portfolio of clients
- Proactively manages the portfolio to maximize profitability and ensure strong asset quality
- Assists in resolving out-of-balance and/or other default situations
- Analyzes and underwrites construction and interim loans
Requirements
- Bachelor's degree in accounting, finance or related field OR equivalent experience
- 1+ years of finance-related experience (preferred)
- Proficiency in MS Office suite, spreadsheets, Internet applications, and common business software (preferred)
- Demonstrated ability to communicate effectively in both written and verbal communications (preferred)
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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