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Senior Loan Portfolio Analyst
2 months ago
Job Purpose & Scope
Responsible for overseeing and verifying the collateral and loan transactions within the designated loan portfolio. Acts as the main point of contact for all inquiries related to collateral and loan operations, collaborating closely with the Portfolio Management team.
Essential Job Functions
+ Acts as the primary liaison for all loan operations in partnership with the Portfolio Management department.
+ Engages in proactive oversight, governance, and risk assessment related to the assigned department, making informed risk decisions in line with established policies and regulations.
+ Reviews, monitors, and reconciles client collateral and loan data, including but not limited to client sales, credit adjustments, cash transactions, accounts receivable, inventory, ineligible items, borrowing base certificates, excess availability, and reserves.
+ Inputs and sets up new loans in the system, ensuring compliance with credit approval documentation and loan agreements.
+ Processes and evaluates loan advance requests in accordance with credit policies and authorized limits.
+ Conducts daily reconciliations of collateral, loan balances, and availability.
+ Calculates and reconciles collateral ineligibilities and reserves as per the loan agreements.
+ Establishes, monitors, and follows up on collateral, financial, and other reporting requirements within the loan management system.
+ Provides training to new clients on reporting protocols.
+ Educates new and existing analysts on relevant processes and procedures.
+ Implements applicable risk management programs and controls, ensuring adherence to policies and procedures, fulfilling compliance obligations, and effectively addressing issues in a timely manner.
+ Guarantees that all client reporting aligns with the terms of the loan agreements, collaborating with clients to rectify reporting discrepancies and escalating issues to senior management when necessary.
+ Suggests enhancements for processes and quality improvements as needed.
+ Maintains the integrity and accuracy of the loan management system at all times.
+ Regularly exercises discretion and sound judgment in executing essential job functions.
+ Demonstrates punctuality and consistent attendance.
+ Adheres to bank policies, procedures, and guidelines.
Knowledge, Skills & Abilities
+ Comprehensive understanding of banking products and services.
+ Proficient in effective interpersonal and written communication skills essential for assisting both internal and external clients.
+ Exceptional customer service skills, with the ability to anticipate and respond to service requests.
+ Strong organizational and project management skills, with meticulous attention to detail.
+ Effective time management skills to achieve work objectives.
+ Capable of managing multiple tasks simultaneously, adapting to changing priorities in a dynamic environment while delivering accurate work.
+ Maintains confidentiality at all times.
+ Works effectively and collaboratively within a team setting.
+ Demonstrates critical thinking, analytical, and problem-solving abilities.
+ Develops alternative solutions as necessary.
+ Maintains professionalism and respect in all interactions.
+ Accepts constructive feedback gracefully.
+ Operates with general supervision.
+ Proficient in using computers and Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
+ Experienced in using data mining software such as Monarch, AR Wizard, and/or Access.
Basic Qualifications
+ High school diploma or equivalent required; Bachelor's degree in accounting, finance, business management, or a related field preferred.
+ Minimum of 3 years of experience in collateral monitoring within asset-based lending required.
+ Familiarity with data mining software such as Monarch, AR Wizard, and/or Access is required.
Job Expectations
+ Operate standard equipment and technology utilized in a business environment, with or without accommodation.
EEO Statement
Bank OZK is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
