Note: The job is a remote job and is open to candidates in USA. Provide, powered by Fifth Third Bank, offers tech-enabled financial services and customized financial products for small business owners. The Small Business Portfolio Analyst will monitor and service an assigned loan portfolio, assess portfolio risk, review financial statements, and identify changes in business performance or risk profile. The role also supports collaboration with customers and internal stakeholders regarding financing, documentation, credit services, treasury management, and loan processes.
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
- Excellent written and verbal communication skills
- Position not available for immigration sponsorship
- 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
- 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 Total Rewards include comprehensive benefits and differentiated compensation offerings.
- 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.
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