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Portfolio Monitoring Analyst (multiple levels)
- US Bank (Tempe, AZ)
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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Supports Business Banking Relationship Managers with financial analysis and loan monitoring. Completes accurate and consistent financial statement spreads in accordance with bank spreading standards and credit policies. Additional tasks include non-spreading functions, such as UCC filing searches, building product packages for annual reviews and renewals, and requesting and tracking receipt of customer’s financial reporting.
This active posting is for a Portfolio Monitoring Analyst role: Portfolio Monitoring Analyst 1 and Portfolio Monitoring Analyst 2. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.
Portfolio Monitoring Analyst 1
Basic Qualifications
- Typically a Bachelor's degree, or equivalent work experience
Preferred Skills/Experience
- Accounting and finance knowledge normally acquired through the completion of a bachelor’s degree in business, finance or accounting
- Some understanding of Business Banking basic credit analysis, administration, and policy and procedures
- Good analytical and problem-solving 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
- Proficiency in Microsoft Office, including Outlook, Excel, Teams, OneNote, etc.
- Experience with nCino, AFS, and/or Hogan preferred
- Moody's CreditLens proficiency preferred
Portfolio Monitoring Analyst 2
Basic Qualifications
- Typically a Bachelor's degree, or equivalent work experience
- Generally one to two years of job-related experience
Preferred Skills/Experience
- Accounting and finance knowledge normally acquired through the completion of a bachelor’s degree in business, finance or accounting
- Some understanding of Business Banking basic credit analysis, administration, and policy and procedures
- Experience in SBA/Originations strongly preferred
- Good analytical and problem-solving 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
- Proficiency in Microsoft Office, including Outlook, Excel, Teams, OneNote, etc.
- Experience with nCino, AFS, and/or Hogan preferred
- Moody's CreditLens proficiency preferred
Location Details
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
E-Verify
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
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