Data-Driven Portfolio Analyst - Commercial Lending

Northern Bank

Woburn (MA)

Presencial

USD 65 000 - 85 000

Tempo integral

Há 4 dias
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Resumo da oferta

Northern Bank is seeking a Portfolio Analyst to support management, monitoring, and reporting of the Commercial Loan Portfolio. You will work with Commercial Lending, Credit Administration, Loan Operations, and Portfolio Management to ensure data integrity and enable informed decision‑making through reporting and analytics.

The role emphasizes data management, dashboards, quality assurance, and collaboration across departments to maintain accurate portfolio information and to support strategic

Qualificações

  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field preferred.
  • Prior banking, commercial lending, credit administration, portfolio management, accounting, or financial analysis experience preferred.
  • Working knowledge of commercial loan documentation, financial statements, and lending regulations preferred.

Responsabilidades

  • Monitor and track financial statement reporting requirements, covenant compliance, and other loan-related obligations.
  • Assist with portfolio monitoring activities including delinquent and matured loans, line of credit renewals, construction status reporting, concentration monitoring, and other risk management initiatives.
  • Prepare loan modification, extension, and portfolio maintenance forms.
  • Assist with document gathering and portfolio reviews associated with loan sales, participations, pledged assets, examinations, audits, and regulatory requests.

Conhecimentos

Excel advanced
Power BI
Data analysis
Microsoft 365

Formação académica

Bachelor's degree in Finance/Accounting/Business Administration/Economics

Ferramentas

Power BI
SharePoint
nCino
DocStar
Core banking systems

Descrição da oferta de emprego

Northern Bank is seeking a Portfolio Analyst to support management, monitoring, and reporting of the Commercial Loan Portfolio. You will work with Commercial Lending, Credit Administration, Loan Operations, and Portfolio Management to ensure data integrity and enable informed decision‑making through reporting and analytics.

The role emphasizes data management, dashboards, quality assurance, and collaboration across departments to maintain accurate portfolio information and to support strategic

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