Analyst, Specialty Underwriting and Portfolio Management - FIG
Core
Monitor borrower performance, ensure loan compliance, and support risk identification and problem resolution for the Financial Institutions Group.
Role type
Analyst, Specialty Underwriting and Portfolio Management
Builds
Loan collateral approvals, risk ratings, and approval materials for financial institutions
Domain
Banking / Commercial Finance / Credit Risk
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, financial modeling, Excel, credit risk management, regulatory compliance, data integrity
Preferred skills
Accounting or Finance degree, banking or commercial finance experience, credit risk training, advanced Excel
Technologies
COF commercial loan systems, Excel
Responsibilities
Perform financial and collateral analysis; Monitor borrower compliance with loan terms and covenants; Resolve problem accounts; Write loan modification documents and credit approval memos; Review and approve borrowing bases and advance requests; Maintain client relationships
Seniority
Analyst, entry-level IC