Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring-Credit Analyst

Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring-Credit Analyst

Requirements

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Responsibilities

• Calculate compliance with the financial covenants placed in the customer’s loan agreement
• Build reporting requirements written into the customer’s loan agreement
• Read and understand the accounting within the various types of financial statements
• Respond to banker inquiries
• Contact available sources for additional information when necessary
• Identify risks and communicate those findings to the front office
• Ensure policies and procedures are adhered to

Preferred Qualifications

• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns
• Accounting or finance experience
• Covenant Monitoring experience
• Experience with one or a combination of the following systems: Credit View; Business Lending and Sales Tracking (BLAST), Electronic Reporting and Compliance (ETRAC); FLO; EZ Request (EZR); Wholesale Banking Reporting System (WBRS); Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP)
• Completion of coursework in Finance and/or Accounting
• Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management
• A BS/BA degree or higher in business administration, finance, accounting or economics
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills
• Good analytical skills with high attention to detail and accuracy
• Ability to work effectively, as well as independently, in a team environment