Hybrid Portfolio Analyst

Posted last week

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About the role

  • 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.

Benefits

  • competitive compensation
  • medical
  • dental
  • vision
  • life insurance
  • long term disability insurance
  • 401k with matching
  • paid holidays
  • competitive paid time off policy

Job title

Portfolio Analyst

Job type

Experience level

Junior

Salary

$78,000 - $90,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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