Portfolio Management Analyst
Portfolio Management Analyst
Posted on :
06-12-2024
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Job Description
The Portfolio Management Analyst provides critical and substantive support to CCLFs Portfolio Management Lending and Marketing teams enjoying a wide range of duties and responsibilities. The position supports the work of the Asset Managers (AM) and the Portfolio Management Team but also provides specific support to the Chief Risk Officer and Vice President of Portfolio Management. The position includes direct and indirect contact with and service to CCLFs borrowers and investors.
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- Serve as the key financial analyst for the Portfolio Management Department
- Serve as the liaison in the Portfolio Management Department between the Asset Managers and borrowers
- Collect and analyze borrower and guarantor financial statements and analyze for loan renewal restructure and modifications
- Assist borrowers through the loan renewal restructure and modification process
- Schedule site visits and meetings with borrowers as needed (managed by AM)
- Coordinate and monitor loan covenant tracking
- Serve as primary contact person for borrower compliance
- Produce and distribute periodic borrower mailings (e.g. surveys) with supervision from Chief Risk Officer and Vice President of Portfolio Management
- Assist with the maintenance of the loan portfolio databases (including borrower addresses) and credit files
- Assist with Technical Assistance programs workshops and reporting
- Research programs and initiatives of interest to CCLF as necessary
The Portfolio Management Analyst will possess the following: and nbsp;
and nbsp;
- Working knowledge of financial analysis including balance sheets and income statements
- Expert in Excel and PowerPoint
- Working knowledge of affordable housing economic development and other community financing
- Excellent oral and written communications skills
- Strong marketing skills
- Strong quantitative skills
- Ability to organize and handle multiple priorities simultaneously
- Ability to work with a diverse range of communitybased groups
- A keen attention to detail
- Ability to work effectively in a team environment
- Working knowledge of Microsoft Office Access and/or other database programs
- Working knowledge of GIS software
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Minimum educational requirement: and nbsp;Bachelors degree in Urban Planning Business Real Estate Economics Accounting or Finance or a related field.
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To be considered and remain eligible for employment with CCLF the individual must be an established
Illinois resident at or by the time individual commences employment and remain a permanent Illinois
resident throughout the individuals employment with CCLF.
Employment Type
Full Time
Key Skills
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