Small Business Portfolio Analyst

Overview

This role involves supporting a credit portfolio by monitoring and servicing an assigned loan portfolio and assisting the Credit team. Responsibilities include managing portfolio risk and reviewing financial information to identify changes in business performance or risk profile.

Responsibilities

• Complete account reviews from the assigned loan portfolio to determine risk profile
• Oversee the collection of quarterly and annual financial statements
• Collaborate with internal partners and customers to answer and escalate questions related to new financing and/or business opportunities
• Communicate regularly with key stakeholders on critical areas including documentation preparation, credit services, treasury management, asset management, and credit administration as it relates to customer needs, products and services, and the loan process
• Identify, assess, manage, monitor, and report risks of all types, operating within the organization’s risk appetites
• Follow policies and procedures and elevate concerns as appropriate to support customers and colleagues

Requirements

• Undergraduate degree in finance, accounting, economics, investments, business, data analysis, or related mathematical or quantitative discipline
• Familiarity with business financial statements, including income statements, balance sheets, and cash flow statements
• Excellent written and verbal communication skills

Preferred Qualifications

• At least one (1) full year of experience in commercial underwriting, portfolio management, or a similar financial analysis position
• Experience reviewing personal credit reports, business tax returns, personal tax returns, and personal balance sheets

Compensation & Benefits

• Total Base Pay Range: 48,100.00 - 96,200.00 USD Annual
• Base salary reflects the range for all roles within this pay grade across the U.S. Individual salaries vary based on role, relevant skillset, relevant experience, education, and geographic location.
• In addition to base salary, this role is eligible to participate in an incentive compensation plan, with payments based on company, line of business and/or individual performance.
• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.

Location

Columbus, Ohio 43215

Additional Information

• Position not available for immigration sponsorship.
• Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. The employer does not accept resumes from agencies that do not have an active agreement.

Equal Employment Opportunity

Equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.