Portfolio Monitoring Analyst-Seattle
Supports the Wholesale Banking Lenders in financial monitoring and loan implementation. Completes accurate and consistent financial statements spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and wholesale credit policies. 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. 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.
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