Portfolio Development Specialist
2 weeks ago
Job Title:
Portfolio CoordinatorThis is a contract position for an experienced Portfolio Coordinator to support Commercial Banking Operations. The successful candidate will assist credit decision-makers by transforming client financials into consistent, reliable formats for downstream analysis.
Key Responsibilities:- Spread financial statements (income statements, balance sheets, and cash flow) into internal platforms.
- Work with diverse financial data 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.
- 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.
- Opportunity to work in a Fortune 100 Financial Services company.
- Location: Charlotte Metro.
The ideal candidate will have strong attention to detail, excellent communication skills, and the ability to work well under pressure. Knowledge of tools like Optimist or nCino is helpful but not required.
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