SBA Portfolio Analyst at Bank of Hope

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Sep, 26

Salary

26.45

Posted On

30 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Statement Analysis, Tax Return Analysis, Credit Memo Preparation, Loan Covenant Monitoring, Customer Service, Written Communication, Oral Communication, Problem Solving, Data Collection, Regulatory Compliance

Industry

Banking

Description

As the SBA Portfolio Analyst, you will be responsible for handling transactional and straightforward servicing actions on the existing loan portfolio under the senior officers’ supervision. * Answer mainline calls and process transactional servicing actions. * Prepare credit memo that are simple or with minor complexity to appropriate lending authority for approval. * Analyze financial statements or tax returns to generate relevant ratios including DCRs under the supervision of senior officers. * Monitor loan covenants and conditions per loan agreement, collect documents, and follow-up delinquent accounts. * Maintain various monitoring and loan status reports. * Order various third party provided services. * Provide assistance to senior officers. * Attend trainings and meetings as assigned. * Comply with Bank and U.S. SBA’s established loan policies and procedures. * Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act. * Other duties and responsibilities assigned by the supervisor. Job Qualifications/Requirements Education/Credentials * Minimum: High School Diploma Prior Experience * Some experience in customer services functions a plus, but not required. Technical Skills * Good written and oral communication skills * Ability to define problems, collect data, establish facts, and draw conclusions * Ability to follow various work instructions with positive attitude The salary range for this full-time position is $24.04 Hourly - $26.45 Hourly + bonus + benefits Salary ranges are determined based on qualifications, level, and location Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

Responsibilities

The SBA Portfolio Analyst handles transactional servicing actions and prepares simple credit memos for loan approvals. They are also responsible for analyzing financial statements, monitoring loan covenants, and ensuring compliance with bank and SBA policies.