Loan Portfolio Analyst

2 weeks ago

Boca Raton, United States Newtek One Full time

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

Small Business Lending LLC is looking for a Loan Portfolio Analyst.

The Loan Portfolio Analyst is responsible for managing and analyzing the performance of a portfolio of loans. This role involves assessing loan risk, monitoring portfolio performance, preparing detailed reports, and providing recommendations to optimize portfolio performance and ensure compliance with regulatory requirements.

Essential Functions & Responsibilities:

• Processing weekly remittance to investors as needed
• Selling guaranteed portion of loans on the secondary market
• Preparing documents for guaranteed loan sales
• Posting secondary market settlements onto loan servicing system
• Maintain and reconcile Cash Balancing and Suspense worksheets to General Ledger on a daily/monthly basis
• Reconcile bank accounts
• Processing deferments, Note modifications, payoff quotes, and accrual status changes
• Reconcile loans and participations to ensure accurate accounting of loans serviced
• Develop and maintain portfolio data spreadsheets for stratification analysis
• Tracking and reporting portfolio performance and emerging trends for lending risk analysis
• Ensure timely, accurate, and complete reconciliation of borrowing bases
• Generate monthly reports for client serviced portfolios and securitizations
• Analyze and reconcile new client loan portfolios prior to servicing conversion
• Generate ad hoc reports for management

Knowledge, Skills & Abilities:

• 5+ years experience in Lending, Banking, or Auditing
• Prior experience servicing loans
• Experience building and maintaining SQL scripts and queries for data analysis and extraction preferred
• Excel-proficiency creating pivot tables, writing formulas and macros. Loan Manager experience is a plus.
• Strong analytical and organizational skills
• Superior written and verbal communication skills

Education & Certification Requirements:

• B.A. in Accounting, Finance, Economics, or Mathematics

Salary Range: $75,000 to $110,000 per year

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

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