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Metrocitybank

Portfolio Analyst I

Metrocitybank, Doraville, Georgia, United States

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Doraville - Main Office Metro City Bank | Main Office - Headquarters 5114 Buford Highway Doraville, GA 30340, USA

Department : Loans

Reports to : Commercial Loan Portfolio Manager

FLSA Code : Non-Exempt

Overview:

The Commercial Loan Portfolio Analyst is responsible for analyzing credit requests and data, generate credit write-ups, analyze financial statements, assist in credit recommendations, insure compliance of loans with credit policy and manage the Commercial loan portfolio. Additionally, the Loan Portfolio Analyst will service and follow up on delinquent loans.

Perform financial statement analysis, credit report analysis and analysis of property for renewal.

Industry research

Develop and negotiate revised loan repayment terms

Present recommendations to the credit committee

Prioritize multiple tasks to meet business deadlines while ensuring credit integrity of the transaction

Collect financial statements, tax returns, personal financial statements, insurance, title work, etc. for proper maintenance of the loan portfolio

Perform annual loan reviews and site visits

Perform CRE stress test on a semi-annual basis

Follow up on Insurance lapse and forced placed insurance as well as delinquent property taxes

Effectively communicate with the customer regarding collateral swap/partial buy down

Send non-renewal letter to matured loan borrowers

Send demand letters to delinquent loan borrowers

Perform all duties in compliance with BSA/AML regulations and requirements

Obtains adequate data for CIP on all wire and money instrument transactions

Monitors and reports suspicious activity to the BSA Officer

To perform the job successfully, an individual should demonstrate the following competencies :

Analytical - Collects and researches data.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully;

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs

Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Business Acumen - Understands business implications of decisions; Demonstrates knowledge of market and competition.

Diversity - Shows respect and sensitivity for cultural differences.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.

Motivation - Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed.

Innovation - Meets challenges with resourcefulness.

Education/Additional Training or Certifications :

Some College or Associates Degree in finance or equivalent work experience

2 – 3 Years work experience in a financial institution

Knowledge/Experience :

Software skills including Microsoft Office, Adobe, Internet, and Email

Ability to communicate objective views based on professional analysis

Knowledge of economic and accounting principles and practices, banking and the analysis and reporting of financial data

Organized and able to manage multiple projects with differing priorities to meet deadlines.

Knowledge and understanding of financial statement analysis

Strong time management skills and ability to meet deadlines

Language Skills

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and color vision.

AAP/EEO Statement :

Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer with regard to Females, Minorities, Veterans and Disabled Persons

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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