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Robert Half International Portfolio Management Analysts in WASHINGTON, District Of Columbia

Description

Portfolio Management Analyst, Financial Services Washington, D.C.

$65k-70k, career growth, great benefits -Hybrid Remote

My client is a well-established Financial Services firm with a mission to provide lending opportunities to underserved communities. Due to growth, they have a need for a Portfolio Management Analyst to join their experienced team. The Portfolio Management Analyst will service various commercial loans ensuring compliance, reporting on financials, and overall management of the portfolio of loans. Candidates with commercial loan servicing experience are strongly encouraged to apply.

The Portfolio Management Analyst will be responsible for the following duties:

· Serves as the primary account manager for the Lending portfolio/loan accounts.

· Manages program performance reporting, including trends, service levels and other KPI’s as well as early identification and root cause analyses of portfolio and project

level risks that are impacting performance

· Collect financial statements and other relevant documentation from clients to complete annual reviews of all existing borrowing relationships.

· Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities.

· Effectively work with team to assist with closing process requirements.

· Coordinate closing and funding process in conjunction with finance and lending teammates, borrowers and/or legal counsel

All interested candidates in this Portfolio Management Analyst and other fulltime opportunities across the D.C. area please send your resume to Justin Decker via LinkedIn.

Requirements

Requirements:

2 + years’ experience in commercial loan servicing

BS/BA degree

Proficient in Excel

Excellent communication skills both written & verbal

Stable job history

All interested candidates in this Portfolio Management Analyst and other fulltime opportunities across the D.C. area please send your resume to Justin Decker via LinkedIn.

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