Senior Portfolio Analyst
Senior Portfolio Analyst
Opus Bank is searching for a highly motivated self-starter to work in a dynamic Commercial Business Banking environment. The Senior Portfolio Analyst focuses on managing a credit portfolio of middle market account relationships within a specific market area. General responsibilities include working with Senior Management, Client Managers and Credit Administration to originate, monitor and grow middle market relationships.
Responsibilities include, but will not be limited to:
Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules.
Understands and complies with requirements of all laws and regulations applicable to position.
Provide support of underwriting and verification of risk-assessment analysis on credit request packages to be submitted for approval. Ensure packages are complete, accurate, and adhere to policy.
Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, coordination of pricing, and for revenue growth, cross-sell and relationship profitability.
Support the Relationship Managers in the administration of the business portfolio of the Region in order to achieve the desired results of quality, profitability, and growth.
Monitor and track all financial reporting and covenant requirements for loan portfolio.
Inspect credit files and loan systems information to ensure accuracy and data integrity.
Work closely with assigned Loan Processors to ensure all client-related documentation and administrative issues are resolved on a timely basis.
Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general.
Qualifications
The ideal candidate possesses:
Strong verbal and written communication skills.
Understanding of financial and cost accounting principles.
Proficient in the use of Microsoft Office applications and other banking software (i.e. Navigator and Credit Quest).
Strong knowledge of the bank's products.
Ability to travel as needed, occasionally overnight.
Bachelor's degree in accounting, a business field or equivalent education and related training.
Graduate degree in Finance, Accounting, or Economics is a plus.
Five years of experience in banking industry or related work experience.
Experience with spreadsheet and word processing applications.
High degree of quantitative analysis skills.
It is the policy of Opus Bank to seek and employ qualified personnel at all locations, job sites, and facilities, and to provide equal employment opportunities for all applicants and employees in recruiting, hiring, placement, training, compensation and benefits, promotion, transfer, and termination. To achieve this, Opus Bank will take affirmative action to employ and advance in employment qualified individuals without regard to race, color, religion, religious dress practice, religious grooming practice, creed, sex, national origin, age, disability, marital status, pregnancy, sexual orientation, citizenship, gender identity, or veteran status. Moreover, Opus Bank will administer all personnel actions without regard to race, color, religion, religious dress practice, religious grooming practice, creed, sex, national origin, age, disability, marital status, pregnancy, sexual orientation, citizenship, gender identity, or veteran status and base all such decisions on valid job requirements.
Opus Bank will ensure that applicants and employees are informed of the contents of its policy statement. Employees and applicants shall not be subject to unlawful harassment.
Are you a returning applicant?Previous Applicants:Email:Password:
If you do not remember your password click here.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
Opus Bank is searching for a highly motivated self-starter to work in a dynamic Commercial Business Banking environment. The Senior Portfolio Analyst focuses on managing a credit portfolio of middle market account relationships within a specific market area. General responsibilities include working with Senior Management, Client Managers and Credit Administration to originate, monitor and grow middle market relationships.
Responsibilities include, but will not be limited to:
Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules.
Understands and complies with requirements of all laws and regulations applicable to position.
Provide support of underwriting and verification of risk-assessment analysis on credit request packages to be submitted for approval. Ensure packages are complete, accurate, and adhere to policy.
Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, coordination of pricing, and for revenue growth, cross-sell and relationship profitability.
Support the Relationship Managers in the administration of the business portfolio of the Region in order to achieve the desired results of quality, profitability, and growth.
Monitor and track all financial reporting and covenant requirements for loan portfolio.
Inspect credit files and loan systems information to ensure accuracy and data integrity.
Work closely with assigned Loan Processors to ensure all client-related documentation and administrative issues are resolved on a timely basis.
Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general.
Qualifications
The ideal candidate possesses:
Strong verbal and written communication skills.
Understanding of financial and cost accounting principles.
Proficient in the use of Microsoft Office applications and other banking software (i.e. Navigator and Credit Quest).
Strong knowledge of the bank's products.
Ability to travel as needed, occasionally overnight.
Bachelor's degree in accounting, a business field or equivalent education and related training.
Graduate degree in Finance, Accounting, or Economics is a plus.
Five years of experience in banking industry or related work experience.
Experience with spreadsheet and word processing applications.
High degree of quantitative analysis skills.
It is the policy of Opus Bank to seek and employ qualified personnel at all locations, job sites, and facilities, and to provide equal employment opportunities for all applicants and employees in recruiting, hiring, placement, training, compensation and benefits, promotion, transfer, and termination. To achieve this, Opus Bank will take affirmative action to employ and advance in employment qualified individuals without regard to race, color, religion, religious dress practice, religious grooming practice, creed, sex, national origin, age, disability, marital status, pregnancy, sexual orientation, citizenship, gender identity, or veteran status. Moreover, Opus Bank will administer all personnel actions without regard to race, color, religion, religious dress practice, religious grooming practice, creed, sex, national origin, age, disability, marital status, pregnancy, sexual orientation, citizenship, gender identity, or veteran status and base all such decisions on valid job requirements.
Opus Bank will ensure that applicants and employees are informed of the contents of its policy statement. Employees and applicants shall not be subject to unlawful harassment.
Are you a returning applicant?Previous Applicants:Email:Password:
If you do not remember your password click here.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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