Portfolio Monitoring Analyst

U.S. Bank

Supports Corporate and Commercial Banking teams with financial analysis and loan monitoring. Completes financial statements and maintains compliance monitoring databases for lending activities.

Posted 6/7/2026full-timeBrookfield • Kansas, Minnesota, Montana, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $30 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
Accounting and finance knowledge normally acquired through the completion of a bachelor’s degree in business, finance or accounting
Some understanding of basic credit analysis, administration, and policy and procedures
Good 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 interpretation

Soft Skills

analytical skillsproblem-solving skillsattention to detailverbal communicationwritten communicationinterpersonal communication

Certifications

Bachelor's degree in businessBachelor's degree in financeBachelor's degree in accounting