Venture Lending Senior Portfolio Analyst managing financial analyses and loan portfolio compliance for technology customers. Responsible for financial background information and credit reporting in a banking context.
Responsibilities
Spreading, managing, and maintaining financial background information on present technology customers.
Assisting with monitoring loan portfolio credit and reporting compliance.
Making financial analyses and managing spread assignments.
Assisting during audit preparations and maintaining related records and files.
Preparation of a variety of credit department reports as assigned.
Informing Loan Officers/Credit Officers of relevant trends of specific loans, portfolios, or industries.
Assisting lending officers on credit matters requiring close scrutiny.
Coordinating loan boarding process.
Requirements
Bachelor’s degree (BA/BS) from a four (4) year college or university required.
At least one year of Banking experience is required, preferably in the venture lending space.
Ability to spread financial statements.
Advanced Excellent Excel skills
Excellent organizational and time management skills.
Ability to work with minimal or no supervision while performing duties.
Effective oral, written, and interpersonal communication skills.
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