Portfolio Support Analyst - Banking & Credit

ATB Financial; Calgary; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work arrangement

Inclusive workplace programs

Job summary

A leading financial institution in Calgary is seeking a Portfolio Support Specialist to support Director-Led Business Banking teams. This hybrid role involves managing funding requests, providing insights through financial analysis, and overseeing compliance of collateral documents. Ideal candidates will have 3-5 years of experience in financial institutions and a degree in business or finance. Skills in Excel and strong communication are essential as you work in a collaborative environment.

Qualifications

• 3-5 years of Financial Institution experience including 2-3 years commercial lending experience.
• Undergraduate degree in business commerce, economics, finance or a related field.
• Excellent priority management and capability to manage multiple projects.

Responsibilities

• Review and complete pre-funding checklist for Draw Requests.
• Utilize financial information for analysis and key support processes.
• Conduct periodic reviews of collateral documents.

Skills

Financial Institution experience

Commercial lending experience

Strong communication skills

Attention to detail

Analytical capability

Advanced problem-solving skills

Education

Undergraduate degree in business commerce, economics, finance or related discipline

Tools

Excel

Job description

A leading financial institution in Calgary is seeking a Portfolio Support Specialist to support Director-Led Business Banking teams. This hybrid role involves managing funding requests, providing insights through financial analysis, and overseeing compliance of collateral documents. Ideal candidates will have 3-5 years of experience in financial institutions and a degree in business or finance. Skills in Excel and strong communication are essential as you work in a collaborative environment.