Portfolio Monitoring Analyst

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 
As a Portfolio Monitoring Analyst, you will support the Wholesale Banking Lenders in financial monitoring and loan implementation. In this position you will complete accurate and consistent financial statements spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and wholesale credit policies. Also, you will maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. In addition you will be responsible for preparing and reviewing loan documents and ensuring the accurate set up of new loans on our servicing system, along with ongoing maintenance activities associated with large balance transactions.

This is a great entry point into U.S. Bank to use your analytical skills and grow your career! 
 
Your Career is Here.
 

Qualifications

 

Basic Qualifications
- Bachelor's degree with coursework in accounting and finance, or equivalent work experience

Preferred Skills/Experience
- Basic understanding of credit analysis, administration, and policy and procedures
- Strong analytical skills and attention to detail
- Ability to identify and resolve exceptions and to interpret data
- Effective verbal, written, and interpersonal communication skills
- Ability to read and comprehend credit write-ups and loan documentation

 

Job

Credit / Lending

Primary Location

North Carolina-NC-Charlotte

Shift

1st - Daytime

Average Hours Per Week

40