Business Banking Portfolio & Credit Analyst

UMB Financial Corporation; Aurora (CO); Sur place; USD 68 000 - 100 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

401(k) matching program

Annual incentive pay

Medical, dental, vision insurance

Tuition reimbursement

Résumé du poste

UMB Financial Corporation is seeking a Portfolio Manager - BBBLC to assist Business Banking and Practice Finance officers in portfolio management for loans typically over $500,000. You will analyze financials, underwrite renewals and credit reviews, and support relationship managers across multiple states.

The role requires a Bachelor’s degree with accounting hours and at least 1+ year of Business Loan experience, plus credit analysis.

Qualifications

• Bachelor’s Degree in Business, Accounting, Finance or related area, with at least 6 hours of accounting.
• 1+ year in Business Loan experience (up to $5MM) and 1+ year credit analysis experience.
• Equivalent combination of education and experience acceptable.

Responsabilités

• Analyze business and personal financial statements and perform financial spreading.
• Present solutions to credit structure, covenants, and reporting requirements to the Underwriter.
• Monitor portfolio for loan exceptions, covenants, past dues, and servicing actions.
• Provide risk guidance on watch list credits across multi-state footprint.
• Address complaints, resolve documentation and covenant violations.

Connaissances

Credit decision making

Financial analysis

Credit memo writing

Communication

Independent work

Formation

Bachelor’s degree in Business/Accounting/Finance

Outils

Excel

Word

Description du poste

UMB Financial Corporation is seeking a Portfolio Manager - BBBLC to assist Business Banking and Practice Finance officers in portfolio management for loans typically over $500,000. You will analyze financials, underwrite renewals and credit reviews, and support relationship managers across multiple states.

The role requires a Bachelor’s degree with accounting hours and at least 1+ year of Business Loan experience, plus credit analysis.