Portfolio Monitoring Analyst

U.S. Bank

. Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring .

Posted 5/24/2026full-timeBrea • California, Oregon, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $29 - $39 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Typically a Bachelor's degree, or equivalent work experience
Generally one to two years of job-related 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

Benefits

Comp & perks

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

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

financial analysisloan monitoringfinancial statement preparationtrend analysiscovenant testingcredit analysisdata interpretationcompliance monitoringcredit documentation reviewtax return analysis

Soft Skills

analytical skillsproblem-solving skillsattention to detailverbal communicationwritten communicationinterpersonal communicationexception identificationdata interpretation