Portfolio Coordinator

4 weeks ago

Charlotte Bay, Australia Calculated Hire Full time

1 day ago Be among the first 25 applicants

Direct message the job poster from Calculated Hire

Recruiter at Calculated Hire | Bridging the Gap Between Top Finance Professionals & Career Opportunities

Hybrid – Charlotte, NC; Chandler, AZ; or San Antonio, TX

9-Month Contract (W2), Weekly Pay (40 hours/week)

Desired Start Date: ASAP

Calculated Hire is hiring multiple Commercial Banking Portfolio Coordinators to support a Fortune 100 Financial Services client on their Spreading team within Commercial Banking Operations. This function helps credit decision-makers by transforming client financials into consistent, reliable formats for downstream analysis.

Job Description:

  • Spread financial statements (income statements, balance sheets, and cash flow) into internal platforms.
  • Work with financials ranging from clean 10Ks to unstructured small business statements—requires adaptability.
  • Implement feedback from quality reviewers and managers.
  • Manage production timelines with clear benchmarks for spread completion volume and accuracy.
  • Take ownership of personal development to grow in commercial credit operations.

Required Qualifications:

  • Bachelor's Degree in Accounting, Finance, or a related field.
  • Strong analytical mindset with the ability to work independently and be resourceful.
  • Familiarity with financial reporting and the structure of financial statements.
  • Prior internships or exposure to banking, accounting, or small business finance environments.

Desired Qualifications:

  • Strong attention to detail with the ability to receive and implement feedback.
  • Previous experience in financial spreading, underwriting support, or commercial credit preferred.
  • Knowledge of tools like Optimist or nCino is helpful but not required.
  • Demonstrated success in metric-driven environments—targeting 9.5 spreads/month by 10 months.
Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeContract
Job function
  • Job functionFinance, Analyst, and Accounting/Auditing
  • IndustriesBanking and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

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