Specialty Underwriting & Portfolio Risk Analyst

Capital One; McLean (VA); On-site; USD 131,000 - 150,000; Full time

Job summary

Capital One is seeking an Analyst in the Financial Institutions Group (FIG) to support underwriting and portfolio management. You will analyze borrower performance, prepare risk ratings, and assist in onboarding and approval of loan collateral to facilitate borrowing requests.

The role involves collaboration across teams, ongoing compliance, and preparing loan modification documents under supervision. Ideal candidates have at least 2 years of financial analysis experience and strong Excel, with

Qualifications

• Bachelor's Degree or Military Experience.
• At least 2 years of experience in financial analysis, budgeting or financial modeling.
• Advanced Excel skills and strong analytical abilities.

Responsibilities

• Perform financial and collateral analysis.
• Prepare reporting on performance trends, key indicators and industry specific data.
• Monitor and enforce ongoing Borrower compliance with all loan terms and documentation.
• Ensure specific Borrower compliance with financial & portfolio covenants and reporting requirements.
• Demonstrate ownership of a portfolio of existing customers with minimal guidance.
• Escalate and resolve problem accounts in partnership with other teams and specialists.
• Build relationships across functions and businesses to foster collaboration between partner groups.
• Complete annual reviews and non-material modifications independently and on time.
• Shadow senior underwriters on reviewing and negotiating legal documentation.

Skills

Analytical

Technology aptitude

Communication

Education

Bachelor's degree in Accounting, Finance, or other relevant fields

Tools

Advanced Excel skills

Job description

Capital One is seeking an Analyst in the Financial Institutions Group (FIG) to support underwriting and portfolio management. You will analyze borrower performance, prepare risk ratings, and assist in onboarding and approval of loan collateral to facilitate borrowing requests.

The role involves collaboration across teams, ongoing compliance, and preparing loan modification documents under supervision. Ideal candidates have at least 2 years of financial analysis experience and strong Excel, with