Senior Analyst, Portfolio Management

Responsibilities

• Review, spread, and maintain periodic financial statements and compliance certificates.
• Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance.
• Ensure the timely completion of renewals, annual reviews, and interim analysis.
• Ensure borrower is assigned an appropriate risk rating.
• Present internal portfolio review memos to senior credit executives at periodic meetings.
• Execute all amendments/waivers for existing borrowers.
• Maintain ticklers, covenants, and borrower credit files.
• Maintain customer information and data integrity on bank systems.
• Ensure compliance with all regulations, policies, and procedures.
• Generate new ideas and recommendations for continuous process improvement.
• Represent Webster Bank as a brand ambassador at business and charitable events.
• Participate in special projects on an as-needed basis.

Requirements

• Bachelor’s degree
• 2-5 years of prior professional experience or equivalent; professional experience in a banking credit management position is preferred
• Excellent analytic skills and attention to detail
• Strong written and verbal communication skills
• Strong competency in Microsoft Office suite – including Excel and Word; experience with financial modeling is required
• Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management
• The ability to answer unstructured business questions and work independently to drive tasks to completion.

Core Competencies

Demonstrates strong analytical skills and attention to detail in financial statement review and compliance management. Proficient in Microsoft Office, particularly Excel for financial modeling, with the ability to communicate effectively with senior management and clients.