Loan Portfolio Manager

1 month ago


Boca Raton, Florida, United States Newtek One Full time
Job Overview

NewtekOne, a leading provider of business and financial solutions, is seeking a skilled Loan Portfolio Analyst to join its team. As a key member of the lending team, this individual will be responsible for managing and analyzing the performance of a portfolio of loans.

The ideal candidate will have a strong background in lending, banking, or auditing, with prior experience in loan servicing. Proficiency in Excel, including pivot tables, formulas, and macros, is essential. Experience with SQL scripts and queries is a plus.

The Loan Portfolio Analyst will be responsible for:

  • Managing and analyzing loan performance
  • Preparing detailed reports and recommendations to optimize portfolio performance
  • Ensuring compliance with regulatory requirements
  • Developing and maintaining portfolio data spreadsheets for stratification analysis
  • Tracking and reporting portfolio performance and emerging trends

NewtekOne offers a competitive salary range of $75,000 to $110,000 per year and a dynamic work environment. We are an Equal Opportunity Employer and require all employees to uphold our Code of Business Conduct and Ethics.



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