First Technology Federal Credit Union
Commercial Portfolio Analyst
First Technology Federal Credit Union, Hillsboro, Oregon, United States, 97104
The Analyst, Commercial Portfolio manages an existing commercial loan portfolio by effectively liaising with internal and external business partners.
Primary Responsibilities
Analyze existing business and commercial loans and evaluate ongoing performance levels, and ensure compliance to specific performance requirements due to repair, replacement reserve, violations, etc.,
Complete and repayment analysis with a focus on cash flow, liquidity, and leverage analysisli>
Partner with borrowers, lenders, legal counsel, commercial loan officers, and servicing regarding commercial real estate finance and loan administration
Request, collect, and review quarterly and annual review documentation
Create and present relevant loan portfolio reports as required
Maintain compliance monitoring database that tracks credit approval requirements and receipt of member's financial reporting requirements
Research as required to maintain and up-to-date knowledge of products, rates and compliance with regulatory requirements
Manage and process requests relating to various areas of Commercial Lending Servicing
Experience and Education Requirement
Minimum Education:
Bachelor’s degree in Finance or other related fields of study is preferred
Minimum 1 year experience in an analyst role supporting commercial and/or business lending portfolio analysis; experience evaluating and analyzing complex tax returns is preferred
Strong knowledge of accounting principles and financial analysis methodologies
Demonstrated ability to present complex commercial lending and credit risk related information
Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
Ability to work autonomously manage time effectively and prioritize work appropriately to meet deadlines
Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
Demonstrated ability to establish credibility and rapport with internal and external stakeholders
Proven ability to maintain confidentiality and professionally handle sensitive documents
Intermediate knowledge of Microsoft Office Suite
Certification/License : N/A
Location:
Hillsboro Corporate Office - Hillsboro, OR (HYBRID)
Target Compensation in Hillsboro, OR:
$78,000 - $85,000
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 15 days of Paid Time Off your first year of employment + 3 Personal Days each calendar year
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click
here
to learn more!
First Tech is not currently offering Visa transfer or sponsorship for this position
#J-18808-Ljbffr
Primary Responsibilities
Analyze existing business and commercial loans and evaluate ongoing performance levels, and ensure compliance to specific performance requirements due to repair, replacement reserve, violations, etc.,
Complete and repayment analysis with a focus on cash flow, liquidity, and leverage analysisli>
Partner with borrowers, lenders, legal counsel, commercial loan officers, and servicing regarding commercial real estate finance and loan administration
Request, collect, and review quarterly and annual review documentation
Create and present relevant loan portfolio reports as required
Maintain compliance monitoring database that tracks credit approval requirements and receipt of member's financial reporting requirements
Research as required to maintain and up-to-date knowledge of products, rates and compliance with regulatory requirements
Manage and process requests relating to various areas of Commercial Lending Servicing
Experience and Education Requirement
Minimum Education:
Bachelor’s degree in Finance or other related fields of study is preferred
Minimum 1 year experience in an analyst role supporting commercial and/or business lending portfolio analysis; experience evaluating and analyzing complex tax returns is preferred
Strong knowledge of accounting principles and financial analysis methodologies
Demonstrated ability to present complex commercial lending and credit risk related information
Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
Ability to work autonomously manage time effectively and prioritize work appropriately to meet deadlines
Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
Demonstrated ability to establish credibility and rapport with internal and external stakeholders
Proven ability to maintain confidentiality and professionally handle sensitive documents
Intermediate knowledge of Microsoft Office Suite
Certification/License : N/A
Location:
Hillsboro Corporate Office - Hillsboro, OR (HYBRID)
Target Compensation in Hillsboro, OR:
$78,000 - $85,000
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 15 days of Paid Time Off your first year of employment + 3 Personal Days each calendar year
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click
here
to learn more!
First Tech is not currently offering Visa transfer or sponsorship for this position
#J-18808-Ljbffr