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Portfolio Management Analyst

2 months ago

Phoenix, Arizona, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled Portfolio Management Analyst to join our Global Fund Banking team. As a key member of our team, you will be responsible for critical risk management functions for our lending portfolio.

Key Responsibilities
  • Timely tracking and validation of expected statements from borrowers
  • Updating information on our collateral in a proprietary database
  • Checking loan outstanding balances to ensure balances do not exceed maximums
  • Monitoring accounts for certain triggers
  • Ensuring accurate, complete, and up-to-date tracking of borrower compliance
Qualifications
  • Bachelor's degree with 1 year of professional office/banking experience or High School diploma/GED with 2 years of experience
  • Proficient with Microsoft Office, with an emphasis in SharePoint Online - experience pulling and analyzing data for reporting purposes
  • Strong organization and analytical skills, with the ability to work independently
  • Strong critical thinking, proactive, and desire to collaborate with team
  • Excellent written and verbal communication skills to engage with business partners, leadership, and clients
  • Strong ability to multi-task job functions on high volume days, with attention to detail
About Us

First Citizens Bank is a leading financial institution with a 125-year tradition of service. We offer a comprehensive benefits program, with customized offerings to support our associates' needs. Our company is committed to helping our customers achieve a lifetime of success.