Portfolio Monitoring Analyst
U.S. Bank, Atlanta, GA, United States
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 Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring. Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and 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 reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions.
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
Good understanding of basic credit analysis, administration, and policy and procedures
Strong analytical and problem‑solving skills and attention to detail
Ability to identify and resolve exceptions and to interpret data
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Job Description Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring. Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and 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 reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions.
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
Good understanding of basic credit analysis, administration, and policy and procedures
Strong analytical and problem‑solving skills and attention to detail
Ability to identify and resolve exceptions and to interpret data
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