Specialist, Portfolio Management
Core
Specialist supporting Relationship Managers in developing non-profit relationships by underwriting new loans and participating in the approval process.
Role type
Specialist, Portfolio Management (Credit Underwriting)
Builds
Non-profit loan portfolios
Domain
Financial Services / Non-profit lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Credit structuring, Credit underwriting, Financial analysis, Financial covenant testing, Compliance monitoring, Credit decisioning, Loan approval process management, Portfolio monitoring, Workflow scheduling, Quantitative reasoning
Preferred skills
Cross-selling, Senior credit analyst support experience, Mathematical concepts application (profitability, statistical inference, ratios)
Technologies
N/A
Responsibilities
Review financials, Test financial covenants and compliance, Report regularly on status to Relationship Manager, Monitor expiration dates 90-days ahead, Schedule analyst workflow and priorities, Provide senior credit analyst support as needed, Underwrite credits as needed
Seniority
Specialist, hands-on IC
