U.S. Bank · 4 hours ago
Portfolio Monitoring Analyst
U.S. Bank is dedicated to helping customers and businesses make smarter financial decisions. The Portfolio Monitoring Analyst supports Business Banking relationship managers and underwriters by conducting financial analysis, monitoring loans, and maintaining compliance databases.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Supports Business Banking relationship managers and underwriters with financial analysis and loan monitoring
Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies
Assist in the setup, requesting, and tracking financial documents for upcoming renewals and reviews
Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer’s financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers
Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions
Qualification
Required
Typically a Bachelor's degree, or equivalent work experience
Preferred
Accounting and finance knowledge normally acquired through the completion of a bachelor's degree in business, finance or accounting
Some understanding of basic credit analysis, administration, and policy and procedures
Good analytical and problem-solving skills and attention to detail
Ability to identify and resolve exceptions and to interpret data
Effective verbal, written, and interpersonal communication skills
Ability to read and comprehend credit write-ups and loan documentation
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company
U.S. Bank
At U.S.
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase