ICG Portfolio Monitoring Analyst

Job Description

Supports Corporate and Commercial Banking Lenders and Wealth Management Relationship Managers with financial analysis and loan monitoring. Completes accurate and consistent financial statement spreadsheets, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies. Maintains a compliance monitoring database that tracks credit approval requirements and the receipt of customers’ financial reporting requirements on behalf of Portfolio Managers and/or Relationship Managers. Reviews financial statements, tax returns, personal financial statements, and company compliance certificates to support lending activities associated with large credit transactions.

Basic Qualifications

• Typically a Bachelor’s degree, or equivalent work experience
• Generally one to two years of job-related experience

Preferred Skills / Experience

• Accounting and finance knowledge normally acquired through completion of 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 identify and resolve exceptions and interpret data
• Effective verbal, written, and interpersonal communication skills
• Ability to read and comprehend credit write-ups and loan documentation

Location Expectations

This person will be required to be onsite three (3) or more days per week at one of the listed U.S. Bank hub locations.