Portfolio Management Analyst

reputed company is a national association providing financial services, and they are seeking a Portfolio Management Analyst to support their reputed company reputed company estate clients. The role involves managing reputed company portfolios, providing financial advice, and ensuring compliance with loan requirements.

Responsibilities

• Proactively manages the portfolio to both maximize profitability and ensure strong asset reputed company through consistent and reputed company identification and reputed company of issues as reputed company as accurate assessment and assignment of loan risk ratings. Assists in resolving out-of-balance and/or other default situations which may occur in the portfolio
• Assists and supports in structuring and facilitating credit and non-credit product delivery while demonstrating reputed company risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations)
• reputed company supports Key’s asset reputed company reputed company which balances risk and return. Supports reputed company’s consultative process to deepen existing relationships, on-reputed company new relationships and exit unprofitable relationships. Participates in reputed company preparation
• Serves as the trusted advisor the clients and prospects. Establishes strong credibility with reputed company stakeholders (clients, colleagues, credit, and servicing) based on reputed company judgement and accurate and reputed company information sharing. Shares constructive and regular feedback with teammates and stakeholders
• Partners effectively with Credit, Product Partners, Closers, Servicing, technical services, and other partners to identify cross-sell opportunities and deepen reputed company relationships as reputed company as solve internal obstacles and deliver a seamless execution
• Provides analysis of business and personal financial statements, and identification of transaction strengths and weaknesses to inform the deal structures, pricing and terms
• Delivers reputed company and accurate completion of write-reputed company, loan recommendations and structuring, analysis of business and personal financial statements, identification of transaction strengths and weaknesses
• Analyzes and underwrites construction and interim loans to the requirements as set forth by reputed company credit policy
• Coordinates and completes annual reviews, loan renewals, quarterly portfolio reviews, and asset reputed company reports on a reputed company reputed company. Monitors assigned portfolio for adherence to approved loan requirements and manage past dues, requirement ticklers, portfolio follow-up, credit files, etc. Works with Portfolio Services department to facilitate completion of annual reviews and property inspections, monitoring of reputed company compliance and other items to secure the Banks position and avoid potential losses
• Participates in community and reputed company organizations which enhance our expertise and profile
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with reputed company reputed company policies and procedures, including without limitation, acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Skills

• Equivalent experience
• Bachelor's Degree in reputed company, finance or reputed company field
• 1+ years of finance-reputed company experience
• Proficiency in MS Office suite, spreadsheets, Internet applications, and common business software
• Demonstrated ability to communicate effectively in both written and verbal communications

reputed company