Commercial Portfolio Manager
1 week ago
We are seeking a highly skilled and detail-oriented professional to support our Financial Services client on their Spreading team within Commercial Banking Operations.
The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to work independently with minimal supervision. The role involves 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 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 Skills and 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.
Benefits:
- Opportunity to grow in commercial credit operations.
- Demonstrated success in metric-driven environments.
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