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Credit Portfolio Analyst

Full-time

Connect Search, LLC

Location: Chicago, IL

Work Arrangement: Hybrid, 3 days per week

The Opportunity

A mission-oriented investment and lending organization is seeking a Portfolio Management Analyst to support a diversified portfolio of commercial loans and investments.

This role combines credit analysis, portfolio monitoring, loan servicing, construction lending and reporting. It is a strong fit for someone who wants broad responsibility across the life of an investment rather than a narrowly defined underwriting or operations role.

What You’ll Do

  • Review borrower financials and monitor ongoing credit performance
  • Track covenants, reporting requirements and other loan obligations
  • Support annual loan reviews and portfolio risk analysis
  • Process and evaluate construction loan draw requests
  • Review collateral, appraisals and other diligence materials
  • Monitor project performance against budgets and timelines
  • Prepare recurring portfolio and investment reporting
  • Identify portfolio trends, emerging risks and potential mitigants
  • Serve as a point of contact for borrowers and internal stakeholders

What We’re Looking For

  • 2–5 years of experience in credit, commercial lending, portfolio management or commercial real estate finance
  • Familiarity with construction lending is strongly preferred
  • Experience analyzing financial statements and borrower performance
  • Strong Excel skills and attention to detail
  • Ability to manage multiple deadlines and work independently
  • Genuine interest in mission-driven investing and community-focused finance
  • Bachelor’s degree in Finance, Accounting, Business or a related field preferred

Why Consider It?

  • Broad exposure across credit, portfolio management and loan servicing
  • Meaningful borrower interaction
  • Hands-on experience with construction lending and portfolio risk
  • Opportunity to work across a diverse set of investments
  • Mission-oriented platform with a strong growth trajectory
  • Lean environment with meaningful responsibility early in your career
Vacancy posted 1 day ago
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