Business Banking Credit Portfolio Officer II / III
Core
Support credit underwriting and monitoring for new and existing commercial clients by analyzing financials, evaluating risks, and ensuring covenant compliance.
Role type
Business Banking Credit Portfolio Officer
Builds
Credit decisions and portfolio health for commercial clients
Domain
Commercial Banking / Financial Services
Required skills
Financial Analysis, Credit Underwriting, Loan Structuring, Risk Evaluation, Covenant Compliance, Collateral Analysis, Financial Modeling, Industry Knowledge, Regulatory Compliance, Portfolio Monitoring
Preferred skills
Data and Trend Analysis, Research, Issue Management
Responsibilities
Analyze client financial information to determine credit worthiness and mitigate risks, Monitor client financial performance and collateral to ensure policy compliance, Listen to client meetings to understand business operations and future performance, Review client requests for policy and procedure adherence, Assist with periodic portfolio reviews, Prepare credit analysis to facilitate credit decisioning
Seniority
Mid-level, hands-on IC