Portfolio Analyst
$20 - $25 per hourEast West Bank
Portfolio Analyst
East West Bank is one of the largest independent banks headquartered in California serving consumers and businesses throughout the U.S. and Greater China. With over 130 locations worldwide including California, Texas, New York, Georgia, Massachusetts, Nevada, Washington, and Greater China – East West Bank is committed to helping their customers' enterprises succeed.
As a Portfolio Analyst, this position will be responsible for the administrative and operational tasks to maintain the daily operations of the SBA Lending Team in accordance with East West Bank and US SBA policies and procedures.
As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.
Responsibilities
- Perform due diligence searches (CAIVRS, SAM, OFAC, Experian, UCC, Flood, etc.), tax transcript orders, Smart Fee Tracker for good faith deposit
- Submit Experian, Veri-Tax and Tax Guard invoices to AP Department for remittance requests promptly.
- Prepare and submit required weekly, monthly, and quarterly reports for SBA Team.
- Assist in providing support to the SBA team by ensuring that tickler items, delinquent property taxes, insurance policies, and other related matters are in compliance with the loan requirements.
- Assist to coordinate the PPP forgiveness review process between US SBA and Retail Branches/Business Units.
- Help with the analysis of financial information to back up specific loan requests and/or risk ratings.
- Assist to update the procedures and processes for SBA Operations.
- Assist with quality assurance, audits, and other ad-hoc/special projects.
- Respond promptly to internal and external inquires and refer to the right person.
- Assist to check inventory level of supplies and stationaries for SBA Lending Team and order accordingly.
- Perform other duties as assign.
Qualifications
- 3 years+ commercial banking experience preferred
- Bachelor's degree preferred, but at minimum, Associate degree required
- Some knowledge of SBA SOP 50 10 Loan Origination and SOP 50 57 Servicing and Liquidation
- Good knowledge of the financial institution's commercial and consumer lending procedures
- Demonstrate strong communication skills, team work oriented, take initiatives and a self-starter.
- Flexible and adaptable to a dynamic environment
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
The base pay range for this position is USD $20.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
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