35 applicants
Sumitomo Mitsui Banking Corporation – SMBC Group · 3 days ago
Portfolio Monitoring & Planning - Analyst
New York, NY
Full-time
Hybrid
Entry Level
$100K/yr - $110K/yr
1+ years exp
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Insider Connection @Sumitomo Mitsui Banking Corporation – SMBC Group
Responsibilities
Manage deal transfer from origination team by collecting key documents, credit files, and reporting items, setting up folder structure for filing these items going forward, ensuring all required processes and actions have been completed before transfer, and establishing initial contact with borrower or admin agent
Compile deal notebook by summarizing key facts and features of the property and transaction, including cash sweep triggers and their testing period, and key milestone dates, such as deadlines for hedging extensions or maturity extension notifications, or TCO date for construction loans
Compile performance tracker to monitor operating and financial metrics upon the receipt of relevant reporting items against bank’s base case and escalate any concerns to Team Head immediately
Prepare under the guidance of the Team Head and/or senior team members informative, concise, and error-free annual reviews and interim reviews that include well-structured rationale to justify recommended regulatory rating and risk gradings, appropriate performance analyses that effectively support such rationale, and updated projections, if needed, based on well substantiated assumptions consistent with property performance trend and market dynamics
Analyze the credit impact of borrowers’ amendment, consent, waiver or refinancing requests, support negotiation on terms and conditions if necessary, engage counsel for document drafting and comment/or collect comments from Team Head or other senior team members on draft from a commercial standpoint, and manage internal credit approval as well as other related internal processes for timely closing
Respond to other ad hoc internal or external inquiries and support manager on special projects
Qualification
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Required
1-2 years of experience in either the portfolio management (a.k.a. account management) function or the credit function of a lending institution
Some knowledge in financial analysis and financial modeling
Some exposure to key loan documents, e.g. loan agreement, security agreement, intercreditor agreement, etc.
Team player who is able to establish good working relationship with manager, team members and other counterparts inside the bank
Effective in multi-tasking and prioritizing various tasks
Strong communication skills both written and verbal
Self-driven and motivated; takes personal ownership of assignments
Comfortable interacting with external parties, e.g. clients, co-lenders, and counsels
Proficient in MS Excel
Benefits
Competitive portfolio of benefits
Company
Sumitomo Mitsui Banking Corporation – SMBC Group
SMBC Group is a top-tier global financial group.
10,001+ employees
H1B Sponsorship
Sumitomo Mitsui Banking Corporation – SMBC Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (57)
2022 (46)
2021 (41)
2020 (29)
Funding
Current Stage
Late StageLeadership Team
Chris Corrado
Managing Director & General Manager, SMBC Americas Chief Technology Officer; President JRI America
Rick Davison
Chief Financial Officer
Recent News
2022-12-15
Company data provided by crunchbase
