SBA Junior Portfolio Analyst

1 week ago

Raleigh, North Carolina, United States First Citizens Bank Full time $60,000 - $90,000 per year

Overview
This is a remote role that may only be hired in North Carolina, South Carolina, Georgia, Texas, and Arizona.

This position is responsible for monitoring and managing an existing portfolio of government guaranteed commercial relationships. Sources financial information relating to Small Business Administration loans to analyze and make recommendations on credit relationships. Assesses and prepares loan servicing requests, approving service level designations, reviews, and other methods of gauging credit. May act as an analytics credit monitoring resource for other associates.

Responsibilities
Loan Support - Resolves any pending closing conditions by engaging with Bank closing counsel. Ensures that requirements are satisfied in accordance with appropriate standards. Assembles and reviews due diligence and ensures that included documentation is satisfactory to the Bank. 25%

Loan Servicing - Prepares and assesses loan servicing requests. Approves service level designations and borrower or guarantor financial requirements. Approves review frequency and assigned review dates. Ensures that all policy and regulation exceptions are appropriately documented. 25%

Business Support - Assists in collecting financial statements for analysis and loan approval purposes. Develops strong relationships with associates to facilitate an efficient and effective credit monitoring process. 20%

Quality Control - Completes quality checks of loan packages, document deficiencies, and resolves exceptions with customers and bankers. 20%

Analysis - Sources, compiles, and evaluates financial information associated with loan portfolios or specific borrowers. Performs risk-adjusted relationship analysis based on quantitative and qualitative factors to recommend appropriate credit grades. 10%

Qualifications
Bachelor's Degree and 3 years of experience in System Support or Analytics OR High School Diploma or GED and 7 years of experience in System Support or Analytics

Preferred Qualifications

  • Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements.
  • Knowledge of financial accounting theory and logic.
  • Knowledge of credit policies and procedures.
  • Knowledge of loan documentation and loan perfection requirements.
  • Proficient with all Microsoft Office programs - Excel, Word, OneNote, and Outlook.
  • Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems.
  • Loan documentation experience - understanding required documentation depending on program type, loan structure, etc.
  • Direct Customer/Client interaction.
  • Banking Experience

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found

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