Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending

Discover Financial
Virginia, Plano, Chicago
Workplace: OnsiteFull timeUSD 131,300 - 149,800 annuallyFunction: Insurance & ActuarialExperience: 2+ yearsEducation: bachelorsSkills: []

Manage a portfolio of approximately 15 corporate loan accounts by evaluating credit facilities through financial statement analysis, covenant compliance, and risk assessment across client, industry, and geography. Maintain accurate portfolio data, perform industry and market research for financial projections, and support annual client reviews. Partner with underwriting teams on material modifications and assist with closing requirements, including presenting portfolio updates to senior leadership.

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Discover Financial
Discover Financial
4 weeks ago

Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Manage a portfolio of approximately 15 corporate loan accounts by evaluating credit facilities through financial statement analysis, covenant compliance, and risk assessment across client, industry, and geography. Maintain accurate portfolio data, perform industry and market research for financial projections, and support annual client reviews. Partner with underwriting teams on material modifications and assist with closing requirements, including presenting portfolio updates to senior leadership.
Location: Virginia, Plano, Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Act as the primary account manager for a portfolio of approximately 15 loan accounts.
  • •Evaluate accounts and credit facilities using financial statement analysis, covenant/compliance checks, and risk assessment across business, industry, customer base, and geography.
  • •Ensure portfolio data is accurate, timely, and complete for reporting and quality.
  • •Conduct industry and market research to build financial projections and complete annual client reviews and non-material amendments.
  • •Support underwriting on material loan modifications and present quarterly portfolio updates to senior leadership.

Pay and Benefits

Salary: USD 131,300 - 149,800 annually

Key Requirements

  • •Bachelor’s Degree or Military Experience.
  • •At least 2 years of experience in credit underwriting, portfolio management, or asset management.
  • •Bachelor’s Degree in Accounting or Finance.
  • •Completed coursework or training in credit risk management.
Experience:2+ yearsCredit underwritingPortfolio managementAsset management
Education:Bachelor's

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn