Portfolio Analyst (Commercial Lending) – Amegy Tower/Houston, TX at Zions Bancorporation

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Aug, 26

Salary

0.0

Posted On

16 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Compliance Monitoring, Covenant Testing, Financial Statement Analysis, Credit Policy Application, Loan Documentation, Analytical Skills, Attention To Detail, Interpersonal Communication, Office Software Proficiency, Data Interpretation

Industry

Banking

Description

At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career. We’re committed to doing the very best for our customers, our communities, and our employees. We are looking for a Portfolio Analyst (Commercial Lending) to join Amegy’s Commercial Lending team in Houston, TX. Ideal candidates will have the skills and experience necessary to: Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements. Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable. (May) Request information from customers. Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication. Perform general administrative tasks. Other duties as assigned. Qualifications: Requires a Bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements. Basic knowledge of loan documentation, administration, and policies/procedures. Must be familiar with reading, understanding, and analyzing financial statements. Strong analytical skills and attention to detail. Ability to identify and resolve exceptions and interpret data. Effective verbal, written, and interpersonal communication skills. Advanced proficiency in common office software applications. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

Responsibilities

The role involves monitoring compliance databases to ensure timely financial reporting and performing covenant testing according to credit policies. The analyst will identify red-flag concerns and provide recommendations to Portfolio and Relationship Managers.