Portfolio Analyst — Growth, Risk Analysis & Client Impact

Quontic Bank; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Building/Supporting Your Family

Career Growth Opportunities

Financial Security

Health and Well-Being

Paid Time Away

Job summary

Quontic Bank is seeking a Portfolio Analyst in San Diego, CA, responsible for monitoring borrower performance and raising credit concerns. The ideal candidate will need to analyze financial statements and assist in underwriting modifications. This role requires collaboration with management teams and strong analytical skills.

Qualifications include a Bachelor’s Degree or relevant experience and 1-2 years in a related field. Quontic Bank values diversity and is offering benefits focused on career growth, financial security, and overall well-being.

Qualifications

• 1-2 years of related experience or public accounting preferred.

Responsibilities

• Assist in underwriting modifications or renewals for borrowers.
• Collaborate with management teams to understand performance needs.
• Complete borrower risk assessments.
• Conduct financial analysis of borrowers' credit and collateral.
• Maintain data integrity in internal bank systems.

Skills

Ability to analyze financial statements

Ability to multitask in a fast-paced environment

Above average knowledge of MS Word and Excel

Great attention to detail

Comfortable interacting directly with clients

Self-Starter

Strong analytical skills

Strong interpersonal, writing, and oral communication skills

Education

Bachelor’s Degree or relevant work experience or training

Job description

Quontic Bank is seeking a Portfolio Analyst in San Diego, CA, responsible for monitoring borrower performance and raising credit concerns. The ideal candidate will need to analyze financial statements and assist in underwriting modifications. This role requires collaboration with management teams and strong analytical skills.

Qualifications include a Bachelor’s Degree or relevant experience and 1-2 years in a related field. Quontic Bank values diversity and is offering benefits focused on career growth, financial security, and overall well-being.