PORTFOLIO ASSOCIATE - WATERFORD

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.

+ ...

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