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Incredible teams doing exceptional work, every day
In Business Banking, we provide comprehensive depository, cash management, and lending services to businesses throughout our communities. While our clients are diverse, we are focused on meeting the needs of professional service firms (doctors, lawyers, accountants, investment managers and consultants of all kinds) as well as those in the following industries: Private Equity, Venture Capital, Technology, Wineries, Aviation and Marine, and Non Profit Organizations. As a Business Banking team member at Company, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses as well as their personal banking and wealth management needs.
Common goals, uncommon potential
The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.
What you’ll be doing as a Portfolio Quality Analyst:
Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records.
Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”).
Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met.
Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors.
Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel.
Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process.
Assist the Credit Analysts & Business Bankers on ad hoc projects
Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s.
Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed.
Develop the ability to spread business financial statements, personal financial statements and individual tax returns.
Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
You could be a great fit if you have:
Bachelor Degree; banking and lending work experience of at least 1 year
Outstanding written and verbal communication skills
Excellent attention to detail
Strong process flow and prioritization skills
Collaborative Team Player
Excellent time management and organizational skills
Provides extraordinary service
Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel
Proficient in Microsoft Office (Word, Excel, and Adobe), and familiar with OSI, AFS Level III, CLO,
OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s
Must be able to review and analyze data reports and manuals; must be computer proficient.
Must be able to communicate effectively via telephone and in person.
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