Portfolio Analyst

Connexus Credit Union

Portfolio Analyst driving analytics and insights at Connexus Credit Union. Focus on credit risk and portfolio performance to optimize loan performance and risk governance.

Posted 4/17/2026full-timeRemote • Florida, Illinois, Iowa, Minnesota, Missouri, Montana, Ohio, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Analyze delinquency, charge-offs, loss trends and concentration across lending portfolios including detailed review based on collateral type, geography, product, and borrower characteristics.
Monitor portfolio performance against risk appetite, forecasts, and budget.
Identify and escalate emerging risk trends/signals and behavioral shifts in delinquency, charge-offs, concentrations, underwriting standards, policy exceptions and overall loan portfolio performance to ensure the health of Connexus lending portfolios.
Conduct quantitative and qualitative analysis to support risk-related decision-making processes including new lending programs.
Develop and maintain wholistic risk dashboards, heatmaps, early warning indicator (EWI) metrics and reoccurring performance reports that provide clear, timely, and actionable insights across all Connexus lending portfolios.
Translate data into clear, actionable insights including recommendations for action to Enterprise Risk or Credit Risk leadership.
Support business unit partners and management with ad hoc reports as needed.
Support executive and board level reporting requests on recoveries, risk exposure and trends as needed.
Develop proactive analysis and modeling including stress tests, static pool analysis, scenario analysis and drill down reporting to identify emerging risks within Connexus loan portfolios.
Model impact of strategy changes, policy shifts, or economic conditions on Connexus loan portfolios.
Partner with Finance on budget planning and variance analysis.
Ensure reporting accuracy and data integrity across systems.
Support audits, exams, and model validation requests as needed.
Maintain documentation for assumptions, methodologies, and metrics.
Manage and maintain the loan analytics platform (nCino), including data integrity and system optimization.
Ensure compliance with company policies, procedures, and regulatory requirements related to risk management.
Assist in maintaining and updating risk management and lending policies, procedures and job aides ensuring alignment with industry best practices and organizational objectives.
Assist VP of ERM with facilitation of the Enterprise/Credit Risk Committee meetings, including agenda preparation, reporting, and documentation.
Partner with first line of defense business partners including Collections/Recovery, Institutional, Direct and Indirect Lending, Loan Operations, Vendor Management, Compliance, Finance, Data, and IT to ensure continuity and accuracy of reporting and analysis.
Support evaluation, maintenance, and development of third-party vendor relationships.
Contribute to test-and-learn initiatives and continuous improvement efforts.

Requirements

What you’ll need

Bachelors Degree, or commensurate experience is Required.
3+ years’ experience in credit risk, portfolio risk, or financial services analytics is Required.
Prior experience working in a consumer loan underwriting, operations or processing role within a bank or credit union is Required.
Experience with SQL, Tableau, Power BI, Looker, nCino or similar BI tools is Required.
Proficiency within Microsoft Office Suite with advanced Excel and PowerPoint skills is Required.

Benefits

Comp & perks

25 days of paid time off and 10 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

credit risk analysisportfolio risk analysisquantitative analysisqualitative analysisdata modelingstress testingscenario analysisdata integrityreporting accuracyfinancial services analytics

Soft Skills

analytical skillscommunication skillscollaborationproblem-solvingattention to detailorganizational skillsdecision-makingadaptabilityproactive analysiscontinuous improvement