Portfolio Monitoring Analyst
Capital Farm Credit
About the role
Job Application for Portfolio Monitoring Analyst at Capital Farm Credit - - Back to jobs New Portfolio Monitoring Analyst Round Rock, Texas Apply Assists Relationship Managers and Credit personnel with monitoring loans. This involves the input and trend analysis of financial data and monitoring loan conditions and covenants across all industries to ensure consistency and compliance with approved credit agreements. Works under moderate supervision to ensure timeliness, accuracy, and compliance in reporting
What you'll do
- of the job, with or without reasonable accommodation.
- I have read, understand, and agree to the above statements. In addition, to confirm you carefully reviewed this posting and are a real applicant, please type the word "money" below.
- This position is located in Round Rock, Texas, so please select "Texas" if you are willing to relocate.
- N/A Texas No Are you a financial analyst rather than a portfolio monitoring analyst?
What you'll bring
- Spreads and analyzes financial statements to determine financial performance trends; including repayment capacity, liquidity, leverage, and capitalization trends, sources and uses of cash
- Assists in the development of tools and templates for monitoring such loans
- Completes validation, review, reconciliation, and trending of tested financial covenants and borrowing base certificates, using Excel, database or other tools
- Manages review of reporting information with quick response on follow-up items
- Analyzes all pertinent financial information and supporting reports; determines the need for additional information or more thorough investigation; analyzes information statements and related material
- Reviews Credit Agreements and other loan documents to support covenant and reporting requirement monitoring and financial performance review
- Communicates with Deal Teams regarding ongoing performance trends of assigned accounts
- Reviews and understands chattel evaluations, collateral audits, and real estate appraisals
- Analyzes tax returns for determination of repayment capacity
- Develops spreadsheets and other automated tools for account financial performance monitoring, credit analysis, special projects, or presentations
Benefits
- Company-wide, goals-based rewards.
- Earn 13 days of annual leave and 15 days of sick leave per year, plus enjoy 10-12 paid holidays annually.
- 401(k) with up to 9% employer contribution/match.
- Affordable medical, dental, and vision plans.
- 8 weeks of paid parental leave.
- Employer-paid coverage.
- Tuition reimbursement and up to $400 for wellness expenses. At Capital Farm Credit, you’ll find more than a job—you’ll find purpose. EDUCATION AND EXPERIENCE
- Bachelor’s degree in Accounting, Finance or Business Administration, or equivalent work experience.
About the employer
Capital Farm Credit is the largest rural lending cooperative in Texas, serving 192 counties through nearly 70 credit offices. With over $12 billion in assets and more than 600 team members, we provide essential financial services to farmers, ranchers, rural homeowners, and agribusinesses. As part of the nationwide Farm Credit System, we are dedicated to supporting rural communities and agriculture.
commitment, trust, value, and family-like respect. As a customer-owned cooperative, we align employee success with member success, offering competitive pay, growth opportunities, and a supportive environment.
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Statement Capital Farm Credit is committed to creating a diverse and inclusive workplace. The position title and
Posted 8 days ago