Portfolio Analyst

Description The Commercial Portfolio Analyst II manages an existing commercial loan portfolio by effectively liaising with internal and external business partners. Here's what you can expect from the job and what you need to be successful: What You'll Do: Analyze existing complex business and commercial loans and evaluate ongoing performance levels, and ensure compliance to specific performance requirements due to repair, replacement reserve, violations, etc. Complete financial and repayment analysis with a focus on cash flow, liquidity, and leverage analysis Partner with borrowers, lenders, legal counsel, commercial loan officers, and servicing commercial real estate finance and loan administration Request, collect, and review quarterly and annual review documentation Create and present relevant loan portfolio reports as required, and provide insights and strategic business recommendations Maintain compliance monitoring database that tracks credit approval requirements and receipt of member's financial reporting requirements Research as required to maintain an up-to-date knowledge of products, rates and compliance with regulatory requirements Manage and process requests relating to various areas of Commercial Lending Servicing Participate in training and orientation of Analysts Essential Skills: Minimum Education: Bachelor's degree in finance or other related fields of study is preferred Minimum 3 years' experience in an analyst role supporting commercial and/or business lending portfolio analysis; experience evaluating and analyzing complex tax returns Strong knowledge of accounting principles and financial analysis methodologies Demonstrated ability to present complex commercial lending and credit risk related information Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction Ability to work autonomously, to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders Demonstrated ability to establish credibility and rapport with internal and external stakeholdersProven ability to maintain confidentiality and professionally handle sensitive documents Intermediate knowledge of Microsoft Office Suite Location: Hillsboro, OR 97124 Target Compensation in OR: $81,375 - $93,625 annually + annual bonus Who We Are: What makes First Tech different? Click here to learn more! Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life. Employees are eligible for: Traditional medical, dental, and vision coverage Generous 401(k) match Paid Time Off: - You'll accrue up to 15 days in your first year.In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually Paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria) Employment Statements: First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to View email address on click.appcast.io and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. First Tech is not currently offering Visa transfer or sponsorship for this position Who We Are: What makes First Tech different? Click here to learn more! Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life. Employees are eligible for: Traditional medical, dental, and vision coverage Generous 401(k) match Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually Paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria) Employment Statements: First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to View email address on click.appcast.io and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. First Tech is not currently offering Visa transfer/sponsorship for this position. #J-18808-Ljbffr