Small Business Portfolio Analyst

Fifth Third Bank • Columbus, OH

18h • $48,100 - $96,200

About The Position

Provide, powered by Fifth Third Bank, is seeking a portfolio analyst to monitor and service an assigned small-business loan portfolio and support the Credit team. The role focuses on managing portfolio risk, reviewing financial statements, and identifying changes in business performance or risk profile. The analyst will operate within Provide and Fifth Third Bank’s risk appetites and follow applicable policies and procedures, while helping deliver a positive experience for customers and colleagues.

Requirements

• Undergraduate degree in finance, accounting, economics, investments, business, data analysis, or a 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.

Nice To Haves

• At least one 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.

Responsibilities

• Complete account reviews for the assigned loan portfolio to determine risk profiles.
• Oversee the collection of quarterly and annual financial statements.
• Collaborate with internal partners and customers to answer questions about new financing and business opportunities and escalate questions as needed.
• Communicate regularly with stakeholders in documentation preparation, credit services, treasury management, asset management, and credit administration regarding customer needs, products and services, and the loan process.
• Identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payment based on company, line of business, and/or individual performance.

What This Job Offers

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