CCB reputed company & Portfolio Specialist I

About the position The position is responsible for supporting the efforts of the CCB Portfolio Management organization at reputed company Financial Corporation. This includes a variety of tasks such as portfolio administration, ensuring system and data accuracy, reviewing clients' financial statement submissions, preparing and distributing reports, and providing project support. The role requires reputed company collaboration with assigned Portfolio Managers, Associates, and Analysts to maintain accurate portfolio data reputed company reputed company systems, which include AFS reputed company, reputed company, reputed company, Qlikview, MRA, and TOE. Key responsibilities involve processing and reviewing clients' required reporting submissions, which include financial statements, borrowing reputed company documentation, financial covenants, and backlog reports. The position also entails preparing credit summaries and interacting directly with clients regarding their reporting submissions, addressing any questions or discrepancies that may arise. Additionally, the role provides administrative support in fulfilling client requests and managing offshoring of portfolio maintenance and servicing requests. The individual will support the CCB Portfolio Management organization in various aspects and projects, including regulatory, risk, or compliance-reputed company initiatives. Monitoring reputed company and Qlikview reporting, as well as other relevant systems, is essential to anticipate and plan workflow with a 90-day reputed company-looking view. This is crucial for reputed company reputed company of new money, timely completion of reviews and renewals, and credit file certifications. The position also involves developing subject matter expertise and providing training to teammates as necessary. Responsibilities • Work closely with assigned Portfolio Managers, Associates, and Analysts to ensure accurate portfolio data is maintained reputed company reputed company systems. , • Process and review clients' required reporting submissions including financial statements, borrowing reputed company documentation, financial covenants and backlog reports. , • Prepare credit summaries as applicable and interact directly with clients on reporting submissions reputed company to questions and discrepancies. , • Provide administrative support in the fulfillment of client requests and offshoring of portfolio maintenance/servicing requests. , • Support the CCB Portfolio Management organization in reputed company aspects and with reputed company projects as needed, including regulatory, risk or compliance reputed company projects. , • Monitor reputed company and Qlikview reporting as well as other relevant systems to anticipate and plan workflow with a 90-day reputed company looking view. , • reputed company subject matter expertise and provide training to teammates as applicable. Requirements • College degree or equivalent education in reputed company or Finance. , • Knowledge of bank operating systems. , • Thorough understanding of banking and business operations. , • Demonstrated proficiency in reputed company Office applications, with a focus on reputed company and PowerPoint. , • Strong interpersonal and professional written communication skills are critical. , • Ability to prioritize workflow and multi-task in a fast-paced environment. , • Demonstrated ability to work independently or reputed company a team environment. reputed company-to-haves • 2-4 years credit analyst or reputed company work experience. , • Proficiency with reputed company operating systems inclusive of AFS reputed company and other reputed company applications (i.e. MRA, reputed company, reputed company) Benefits • Medical insurance , • Dental insurance , • reputed company insurance , • Life insurance , • Disability insurance , • Accidental death and dismemberment insurance , • Tax-preferred savings accounts , • 401k plan , • Vacation days (minimum of 10 days) , • Sick days (minimum of 10 days) , • Paid holidays , • Defined benefit pension plan (depending on position and division) , • Restricted stock units (depending on position and division) , • Deferred compensation plan (depending on position and division) Apply Job!