Portfolio Analyst Credit III
About The Position
This position will design and generate monthly, quarterly and ad hoc reports to support credit portfolio management. Design and maintain a database reporting system to accommodate the information needs. Anticipates short-term and long-term information requirements and generates multiple reports to accommodate current and anticipated needs. Access and interpret data to produce analytical models for management as required. Produce intelligence through querying data repositories, generating periodic reports, and identifying risk trends through quantitative and qualitative analysis. Furthermore, increase automation in processes related to data and reporting along the division to maximize productivity.
Requirements
- Bachelor's Degree or equivalent
- Minimum 3 years experience in a credit environment
- Minimum 5 years experience working in data analysis
- Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tools (Sharepoint, SAP, Business Objects, Tableau, Crystal reports/Dashboard, etc)
Nice To Haves
- Expert knowledge of PC computing environments, extensive experience with database reporting using query tools such as Brio, SQL, Python, Tableau and Excel.
- Prior banking experience and extensive experience writing and developing reports, and financial modeling.
- Excellent process management and problem solving skills.
- Ability to independently design and tailor solutions to the required objectives
- Good knowledge of accounting and financial analysis techniques.
- Strong analysis and reporting skills.
- Excellent verbal and written communication skills.
Responsibilities
- Prepare and generate internal and external reports.
- Develop and support the delivery of information to assist tactical and strategic programs.
- Design and maintain database applications, reports/lists, statistics, graphics, etc. to provide credit analytics.
- Develop quantitative methods to measure credit and financial performance.
- Maintain and utilize system to gather and analyze credit and financial data.
- Analyze data and review for reasonableness a large volume of monthly credit activity and financial data. Reconcile with general ledger.
- Design and execute controls.
- Coordinate and obtain access to data and identifies technical resources for project support. Work with colleagues to define their information requests.
- Proactively troubleshoot for the best solution given the strategic direction of the division.
- Prepare documentation of any project/activity assigned.
- Recommend, update, or design new reports and useful tools to measure performance.
- Maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures.
Benefits
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
