Note: The job is a remote job and is open to candidates in USA. Provide, powered by Fifth Third Bank, empowers entrepreneurs to build their legacies through tech-enabled financial services. The Portfolio Analyst will manage portfolio risk, review financial statements, and identify changes in business performance or risk profile while collaborating with internal partners to support the Credit team.
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 fluently answer and escalate questions about new financing and/or business opportunities
- Communicate regularly with key stakeholders in critical areas, such as documentation preparation, credit services, treasury management, asset management, and credit administration, as it pertains to customers’ needs, products and services offered, and the loan process
Skills
- 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
- Experience in customer service or customer-facing roles
- Excellent written and verbal communication skills, including comfort and confidence on the phone
- 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
Benefits
- In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
- Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
- You can learn more about those programs on our 53.com Careers page at:
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