Portfolio Analyst role within the Public Sector Finance (PSF) group. PSF is a national lending team that provides financial services to local governments, school districts, and states throughout the country. Candidate shall work closely with the portfolio management team to ensure the ongoing monitoring and integrity of the portfolio, including but not limited to data entry, inbox monitoring, record keeping, request processing, underwriting and credit risk analysis, compliance and ad hoc reporting, and routine due diligence pertaining to prospective and existing loan transactions.
Additionally, the candidate shall work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing. Candidate will also be expected to assist with routine inbound and outbound client requests and special assigned projects.
Responsibilities:
• Partner closely with PSF portfolio management team to actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry, record keeping, processing routine client requests, credit risk analysis of prospective and existing clients, routine due diligence and portfolio reporting, and general ongoing portfolio and inbox monitoring.
• Work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing.
• Process routine inbound and outbound client requests.
• Special assigned projects and ad hoc reporting.
Education, Experience & Skills:
• High School Diploma required
• 2+ years of experience
• Proficiency with Microsoft Excel
• Strong writing and communication skills
• Proactiveness and ability to work independently
• Excellent interpersonal, team orientation, and organizational skills
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The estimated salary range for this position is $75,000 USD to $88,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
