Portfolio Analyst, Sponsor & Specialty Finance

Webster Bank Job Opportunity

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Major Duties & Responsibilities :

Portfolio Management for ~10-15 Existing Borrowers :

• Monitor a borrower's financial performance trends and liquidity via the review and entry of monthly, quarterly, and annual financial statements into the bank's internal portfolio management software
• Review quarterly compliance certificates to ensure accuracy and completion
• Engage with borrower CFOs (or similar position) to get more qualitative updates on performance
• Listen to annual or other interim lender update calls and ask questions, when appropriate
• Maintain borrower credit files
• Ensure appropriate borrower risk rating
• Prepare internal quarterly, semi-annual and / or annual review memos
• Present internal portfolio review memos to senior credit executives at semi-annual review meetings
• Work with the underwriting deal team to execute all amendments / waivers for existing borrowers

New Deal Underwritings :

Education, Experience & Skills

Required Qualifications :

Other Desired / Beneficial Qualifications :

The estimated salary range for this position is $80,000 USD to $95,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.