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Senior Loan Portfolio Analyst
2 months ago
Job Purpose & Scope
The primary responsibility of this role is to oversee and validate the collateral and loan activities associated with a designated loan portfolio within the department. This position acts as the main point of contact for all inquiries related to collateral and loan operations, collaborating closely with the Portfolio Managers.
Essential Job Functions
+ Acts as the key liaison for all loan operation matters in partnership with the department's Portfolio Management team.
+ Engages in proactive monitoring, governance, and risk identification, ensuring timely escalation of issues while making informed risk decisions in line with established policies and regulations.
+ Reviews, processes, and reconciles client collateral and loan data, including but not limited to client sales, credit memos, cash receipts, accounts receivables, inventory, ineligibles, borrowing base certificates, excess availability, and reserves.
+ Inputs and creates new loans in the system, ensuring compliance with credit approval memos and loan agreements through thorough reconciliation.
+ Evaluates, processes, and reconciles loan advance requests in accordance with credit policies and authorized limits.
+ Conducts daily reconciliations of collateral, loan balances, and availability.
+ Computes and reconciles collateral ineligibles and reserves in strict adherence to loan agreements.
+ Establishes, monitors, and follows up on collateral, financial, and other reporting requirements within the loan system.
+ Provides training to new clients on reporting procedures.
+ Facilitates training for both new and existing analysts on departmental processes and procedures.
+ Implements applicable risk management programs and controls, ensuring compliance with policies and procedures, while effectively addressing and remediating issues in a timely manner.
+ Guarantees that all client reporting aligns with loan agreement terms, working collaboratively with clients to resolve any reporting discrepancies and escalating issues to senior management when necessary.
+ Suggests process enhancements and quality improvements as needed.
+ Maintains the integrity and accuracy of the loan system at all times.
+ Regularly exercises discretion and sound judgment in executing essential job functions.
+ Upholds punctuality and attendance standards.
+ Adheres to Bank policies, procedures, and guidelines.
Knowledge, Skills & Abilities
+ Comprehensive understanding of banking products and services.
+ Strong interpersonal and written communication skills to effectively assist both internal and external clients.
+ Exceptional customer service abilities, with a focus on anticipating and responding to service requests.
+ Proficient organizational and project management skills, with meticulous attention to detail.
+ Effective time management skills to achieve work objectives.
+ Capacity to manage multiple tasks simultaneously, adapting to changing priorities in a dynamic environment while delivering accurate results.
+ Commitment to maintaining confidentiality.
+ Ability to collaborate effectively within a team setting.
+ Strong critical thinking, analytical, and problem-solving capabilities.
+ Aptitude for developing alternative solutions as required.
+ Professional demeanor, maintaining respect and poise in all interactions.
+ Openness to constructive feedback.
+ Ability to work with minimal supervision.
+ Proficient in using computers and Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
+ Familiarity with data mining software such as Monarch, AR Wizard, and/or Access.
Basic Qualifications
+ High school diploma or equivalent required; a Bachelor's degree in accounting, finance, business management, or a related field is preferred.
+ A minimum of 3 years of experience in collateral monitoring within asset-based lending is required.
+ Experience 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, providing consideration for employment to qualified applicants 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.
