SBA Portfolio Analyst

Company: CFA Institute
Location: Los Angeles
Posted on: March 3, 2025

Job Description:

Job Responsibilities

• Answer mainline calls and process transactional servicing actions.
• Prepare credit memos 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 on 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
• Minimum Education Level: College Degree preferably in Accounting or Finance.

• Combination of experience and education can meet the job requirement.
• Minimum Job Experience: Some experience in customer service functions is a plus, but not required.
• Language requirements:
  • English: Written: Advanced, Verbal: Fluent
  • Korean: Written: Intermediate, Verbal: Conversational
  • Computer/software skills: Basic in MS Outlook, Word, Excel.
  • Required: Good written and oral communication skills.
    • Ability to define problems, collect data, establish facts, and draw conclusions.
    • Ability to follow various work instructions with a positive attitude.Salary InformationThe salary range for this full-time position is $23.00/hr - $24.04/hr + 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.
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Keywords: CFA Institute, Los Angeles , SBA Portfolio Analyst, Professions , Los Angeles, California