ICG Portfolio Monitoring Analyst

U.S. Bancorp
Minneapolis, Cincinnati, Charlotte, New York, Denver, Los Angeles
Workplace: OnsiteFull timeUSD 27.5 - 36.68 hourlyFunction: Product ManagementExperience: 1-2 yearsEducation: bachelorsSkills: ["Analytical skills","Problem-solving","Attention to detail","Communication","Interpersonal skills","Data interpretation"]

Support corporate and commercial banking lenders and wealth management relationship managers by performing financial analysis and loan monitoring. Prepare accurate financial statement spreads, quarterly trend analyses, and covenant tests aligned with bank spreading standards and credit policies. Maintain a compliance monitoring database for credit approval requirements and customer reporting deliverables, and review financial statements and related documentation to support large credit transactions.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

ICG Portfolio Monitoring Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support corporate and commercial banking lenders and wealth management relationship managers by performing financial analysis and loan monitoring. Prepare accurate financial statement spreads, quarterly trend analyses, and covenant tests aligned with bank spreading standards and credit policies. Maintain a compliance monitoring database for credit approval requirements and customer reporting deliverables, and review financial statements and related documentation to support large credit transactions.
Location: Minneapolis, Cincinnati, Charlotte, New York, Denver, Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Entry level

Key Responsibilities

  • •Support corporate and commercial banking lenders and wealth management relationship managers with financial analysis and loan monitoring.
  • •Complete accurate and consistent financial statement spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies.
  • •Maintain a compliance monitoring database that tracks credit approval requirements and receipt of customer financial reporting requirements on behalf of portfolio and relationship managers.
  • •Review financial statements, tax returns, personal financial statements, and company compliance certificates to support lending activities for large credit transactions.
  • •Ensure compliance monitoring and loan documentation review are accurate and consistent with bank policies and procedures.

Pay and Benefits

Salary: USD 27.5 - 36.68 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Typically a Bachelor's degree, or equivalent work experience.
  • •Generally one to two years of job-related experience.
  • •Accounting and finance knowledge normally acquired through a bachelor’s degree in business, finance or accounting.
  • •Good understanding of basic credit analysis, administration, and policy and procedures.
  • •Strong analytical and problem-solving skills with attention to detail. Ability to read and comprehend credit write-ups and loan documentation.
Experience:1-2 years
Education:Bachelor's
Skills:Analytical skillsProblem-solvingAttention to detailCommunicationInterpersonal skillsData interpretation

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
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: Minneapolis, United States
Founded: 1863
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