Corporate Banking Portfolio Analyst

First Bank; Miami, Northern (FL, KY); Hybrid; USD 42,000 - 60,000; Full time

Job summary

First Bank Miami seeks a Portfolio Associate to support underwriting, closing and funding of loans in the corporate banking portfolio. You will coordinate with internal and external teams to ensure timely reporting and compliant processing.

You will prepare portfolio reports, monitor performance, assist with audits and client presentations, and help promote cross-selling of First Bank Florida services.

Qualifications

• Formal training in banking products and/or processing new accounts.
• Strong mathematical and communication abilities.
• Experience in a financial institution preferred.

Responsibilities

• Coordinate with internal and external parties during underwriting, closing, and funding phases.
• Assist with reporting of corporate banking metrics and portfolio balances.
• Prepare portfolio and covenant monitoring reports and other required analyses.
• Monitor portfolio performance and assist with audits and policy compliance.
• Support client presentations, waivers/amendments and related visit memos.
• Promote cross-selling of FirstBank Florida services.

Skills

Mathematical skills

Communication skills

Customer service

Office equipment proficiency

Education

Formal banking training

Tools

Computer terminal

Calculator

Copier

Fax machine

Job description

First Bank Miami seeks a Portfolio Associate to support underwriting, closing and funding of loans in the corporate banking portfolio. You will coordinate with internal and external teams to ensure timely reporting and compliant processing.

You will prepare portfolio reports, monitor performance, assist with audits and client presentations, and help promote cross-selling of First Bank Florida services.