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Capital One Analyst- Underwriting Portfolio Management United States, Virginia, Arlington 98071421
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Primary Roles and Responsibilities:
Act as the primary account manager for a portfolio of ~15 loanaccounts.
Evaluate accounts and credit facilities by performing financial statement analysis, reviewing spreads, calculating adherence to compliance statements & loan covenants, and assessing the overall risk within the client’s business, industry, customer base andgeography.
Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities.
Perform research and analysis of industry and market data to complete financial projections.
Ensure compliance with credit policies and procedures for existing accounts
Compile and synthesize loan, market and company information to complete annual client reviews, and other non-material loan amendments.
Support underwriting team on material loan modifications including renewals, refinancing's and recapitalizations by assisting with due diligence, financial analysis and financial modeling.
Prepare and present account updates to senior leadership during quarterly portfolio review.
Work with internal partners to assist with closing process requirements.
While in the role of Portfolio Analyst, you will experience the following:
Detailed coaching and development of current portfolio analyst skills.
Exposure to clients through the participation in client calls and on-site visits.
Exposure to more complex UW through mentorship with seasoned UW’s, deal shadowing and other learning opportunities.
Formal career guidance to assist in obtaining future roles within Diversified Industries UW&PM.
BasicQualifications:
Bachelor’s Degree or Military Experience
At least 2 years of experience in credit underwriting or at least 2 years of experience in portfolio management or at least 2 years of experience in asset management.
Preferred Qualifications:
Bachelor's Degree in Accounting or Finance
Completed coursework or training in credit risk management
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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