Credit Union:

First Tech Federal Credit Union

Region:

Hillsboro, OR

Closing:

3/29/2022

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Job Description:

We’re looking for an analytical, highly organized Senior Commercial Portfolio Analyst to join our innovative and dynamic Commercial Lending team.  In this role you will analyze existing business and commercial loans and evaluate ongoing performance levels, ensure compliance for special escrow accounts, and collaborate with external partners for loan servicing and administration.  Qualified candidates will have at least 5 years of experience in a complex analyst role supporting commercial and/or business lending portfolio analysis, and experience evaluating and analyzing complex tax returns .  Expert knowledge of Excel and experience leveraging key performance metrics will help you succeed.

Here’s what you can expect from the job and what you need to be successful:

Job Duties:

  • Analyze existing business and commercial loans and evaluate ongoing performance levels, and ensure compliance to specific performance requirements due to repair, replacement reserve, violations, etc.,
  • Complete financial and repayment analysis with a focus on cash flow, liquidity, and leverage analysis
  • Partner with borrowers, lenders, legal counsel, commercial loan officers, and servicing regarding commercial real estate finance and loan administration
  • Request, collect, and review quarterly and annual review documentation
  • Create and present relevant loan portfolio reports as required
  • Maintain compliance monitoring database that tracks credit approval requirements and receipt of member’s financial reporting requirements
  • Research as required to maintain and up-to-date knowledge of products, rates and compliance with regulatory requirements
  • Manage and process requests relating to various areas of Commercial Lending Servicing; handle escalated requests as required
  • Participate in and/or lead department projects and initiatives

 Essential Skills:

  • Minimum of 5 years experience in an analyst role supporting commercial and/or business lending portfolio analysis; experience evaluating and analyzing complex tax returns is preferred
  • Strong knowledge of accounting principles and financial analysis methodologies
  • Demonstrated ability to present complex commercial lending and credit risk related information
  • Strong analytical and problem solving skills; ability to resolve complex issues with minimal direction
  • Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
  • Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
  • Demonstrated ability to establish credibility and rapport with internal and external stakeholders
  • Proven ability to maintain confidentiality and professionally handle sensitive documents
  • Advanced knowledge of Microsoft Office Suite
  • Minimum Education: Bachelor’s degree in Finance or other related fields of study is preferred

Location: Hillsboro, OR 97214 (HYBRID) 

First Tech is not currently offering Visa sponsorship for this position