Job Description
Portfolio Associate
Essential Responsibilities:
+ Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or acquired in the Secondary market.
+ Assists with the reporting of key corporate banking metrics to internal departments including originations, portfolio balances, and fees, disbursement and payoffs, among others.
+ Prepares customer portfolio and other miscellaneous reports as needed i.e: quarterly covenant monitoring reports & quarterly leveraged lending reports. Ensure all reports are completed in a timely manner.
+ Monitor and provide weekly analysis of Corporate Banking Portfolio including past due, payment processing, and interest rate repricing as needed.
+ Monitor Company performance of the loan portfolio including financial performance, share price updates (if applicable), headlines, among others.
+ ...
Essential Responsibilities:
+ Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or acquired in the Secondary market.
+ Assists with the reporting of key corporate banking metrics to internal departments including originations, portfolio balances, and fees, disbursement and payoffs, among others.
+ Prepares customer portfolio and other miscellaneous reports as needed i.e: quarterly covenant monitoring reports & quarterly leveraged lending reports. Ensure all reports are completed in a timely manner.
+ Monitor and provide weekly analysis of Corporate Banking Portfolio including past due, payment processing, and interest rate repricing as needed.
+ Monitor Company performance of the loan portfolio including financial performance, share price updates (if applicable), headlines, among others.
+ ...