Credit Analyst II - Leveraged Finance Portfolio Management

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Verbal communication","Written communication","Problem-solving","Analytical skills","Attention to detail"]

Complete underwriting and ongoing portfolio monitoring for leveraged finance credits, including drafting credit approval memos, running projection models, and preparing portfolio review materials. Monitor covenant compliance, verify required updates, and escalate emerging risks or negative trends. Maintain accurate credit data in internal systems, support portfolio reviews, and collaborate with teams to resolve analysis, documentation, or spread edits.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Credit Analyst II - Leveraged Finance Portfolio Management

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Complete underwriting and ongoing portfolio monitoring for leveraged finance credits, including drafting credit approval memos, running projection models, and preparing portfolio review materials. Monitor covenant compliance, verify required updates, and escalate emerging risks or negative trends. Maintain accurate credit data in internal systems, support portfolio reviews, and collaborate with teams to resolve analysis, documentation, or spread edits.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Proactively monitor credit excellence, initiating collection of financial statements for renewals and periodic reviews.
  • •Draft succinct credit approval memos, including key risks, historical analysis, and base/downside projection assumptions.
  • •Complete ongoing portfolio monitoring, including covenant tracking, financial statement reviews, and risk rating model runs.
  • •Run projection models using provided assumptions and complete the underwriting process with limited oversight.
  • •Ensure accuracy, integrity, and timeliness of credit data across internal systems; escalate deficiencies, risks, or negative trends appropriately.

Key Requirements

  • •Bachelor’s degree in Business (e.g., Business Administration, Finance, or Accounting).
  • •2+ years of commercial/leveraged finance credit experience.
  • •Strong financial and risk analysis skills, including developing financial models.
  • •Extensive knowledge of banking products and services.
  • •Proficiency in internal banking applications and Microsoft Office.
Experience:2+ years
Education:Bachelor's
Skills:Verbal communicationWritten communicationProblem-solvingAnalytical skillsAttention to detail
Tech Stack:Financial modelingMicrosoft OfficeInternal banking applications

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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Glassdoor: 3.7
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