Analyst, Specialty Underwriting and Portfolio Management - FIG
Core
Monitor, analyze, and report on borrower performance data; ensure compliance with loan agreements; support underwriters with risk identification and problem resolution.
Role type
Analyst, Specialty Underwriting and Portfolio Management
Builds
Risk ratings, approval materials, and portfolio reports for Financial Institutions Group clients
Domain
Banking / Commercial Finance / Credit Risk
Required skills
Financial analysis, Financial modeling, Collateral analysis, Loan compliance monitoring, Credit risk management, Advanced Excel, Regulatory policy knowledge, Data integrity management
Preferred skills
Accounting or Finance degree, Banking or commercial finance experience, Credit risk training, Strong analytical aptitude, Verbal communication
Technologies
Excel, COF commercial loan systems
Responsibilities
Perform financial and collateral analysis; Monitor borrower compliance with loan terms and covenants; Demonstrate ownership of a portfolio of existing customers; Escalate and resolve problem accounts; Write and prepare loan modification documents and credit approval memos; Review and approve periodic Borrowing Bases and advance requests; Maintain and promote client relationships.
Seniority
Analyst, entry-level IC