US Bank Logo

US Bank

Portfolio Monitoring Analyst

Reposted An Hour Ago
Be an Early Applicant
In-Office
2 Locations
29K-39K Hourly
Junior
In-Office
2 Locations
29K-39K Hourly
Junior
Support lenders and relationship managers by performing financial statement spreads, quarterly trend analyses, covenant testing, and maintaining a compliance monitoring database. Review financial statements, tax returns, and compliance certificates to support lending and credit monitoring activities in accordance with bank policies.
The summary above was generated by AI

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description
Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers 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. 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.
Basic Qualifications
- Typically a Bachelor's degree, or equivalent work experience
- Generally one to two years of job-related experience
Preferred Skills/Experience
- Accounting and finance knowledge normally acquired through the completion of a bachelor’s degree in business, finance or accounting
- Good understanding of basic credit analysis, administration, and policy and procedures
- Strong 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

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $29.23 - $38.94

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

A Minute Ago
Hybrid
197K-246K Annually
Mid level
197K-246K Annually
Mid level
Fintech • Machine Learning • Payments • Software • Financial Services
Lead design, development, deployment, and support of foundational AI systems (LLM training/inference, similarity search, guardrails, observability). Optimize large-scale model performance and collaborate with cross-functional teams to deliver responsible, scalable AI products.
Top Skills: AWSAws UltraclustersAzureC#C++GoGCPHuggingfaceJavaNemo GuardrailsPythonPyTorchScalaVectordbs
A Minute Ago
Hybrid
286K-392K Annually
Senior level
286K-392K Annually
Senior level
Fintech • Machine Learning • Payments • Software • Financial Services
Lead and grow an AI engineering organization to design, build, deploy, and support foundational AI systems (foundation model training, LLM inference, similarity search, guardrails, evaluation, observability). Make strategic build-vs-buy decisions across open source and SaaS, introduce LLM optimization techniques for production scale, define technical vision and roadmap, and attract and mentor top AI engineering talent.
Top Skills: AWSAws UltraclustersAzureC#C++GoGCPHuggingfaceJavaLlm InferenceNemo GuardrailsPythonPyTorchSimilarity SearchVectordbs
A Minute Ago
Hybrid
269K-335K Annually
Senior level
269K-335K Annually
Senior level
Fintech • Machine Learning • Payments • Software • Financial Services
Lead technical vision and architecture for Capital One's mobile and web platform ecosystem. Drive AI-native web practices, large-scale platform migrations, developer experience improvements, and mentor engineering talent while ensuring performance, scalability, and operability across enterprise platforms.
Top Skills: Agentic ToolingAndroidBgpCloud NetworkingData Center NetworkingGoInteractive Ai ToolingiOSJavaJavaScriptPrivate CloudPublic CloudPythonSd-WanSwiftTypescriptWi-Fi

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account