Portfolio Analyst (Commercial Lending) - Amegy Tower/Houston, TX

Zions Bancorporation • Houston, TX

6d • Onsite

About The Position

At Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. We're looking for a Portfolio Analyst (Commercial Lending) to join our Commercial Lending Services team in Texas. This is an in-office position. The successful candidate will have the skills and experience necessary to meet the following responsibilities and qualifications.

Requirements

• Requires a bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements.
• Basic knowledge of loan documentation, administration, and policies/procedures.
• Must be familiar with reading, understanding, and analyzing financial statements.
• Strong analytical skills and attention to detail.
• Ability to identify and resolve exceptions and interpret data.
• Effective verbal, written, and interpersonal communication skills.
• Advanced proficiency in common office software applications.

Responsibilities

• Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.
• Complete spreading and risk grading updates, as applicable.
• Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable.
• Complete annual relationship reviews.
• (May) Request information from customers.
• Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.
• Perform general administrative tasks.
• Other duties as assigned.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level