Credit Portfolio Analyst
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
$150k - $210k
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