Top 6 Financial analyst Jobs in El Centro, Ca

Commercial Portfolio Analyst
Sun Community Federal Credit U —El Centro, CA
- $35.16 - $52.75 an hour
- Full-time
- Microsoft Word
- Mid-level
- Office
1d
Investment Analyst - AI Trainer
DataAnnotation —California
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Doctor of Philosophy
- Master of Business Administration
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Credit Underwriter
AgWest Farm Credit —Imperial, CA
Analyze credit and prepare analysis on small and medium size portfolios; submit sound credit analysis and recommendations for review.
$60,000 - $110,400 a year
Quick Apply
9h
Commercial Portfolio Analyst
Sun Community Federal Credit U —El Centro, CA
At least 2 years of experience in commercial portfolio analysis, credit analysis, or financial analysis. Bachelor’s degree in Finance, Economics, Business…
$35.16 - $52.75 an hour
1d

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Assistant Financial Analyst
The Superior Group —Columbus, OH
Required: You earned your bachelor’s degree in Finance, Accounting, or a related field. Required: You have at least 1 year of experience or an internship…
$60,000 - $65,000 a year
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9d
Finance Analyst
Branch Insurance —Columbus, OH
Assist in developing financial models and tools that improve claims analysis and forecasting. Present complex information clearly to both technical and non-…
$63,000 - $90,000 a year

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Commercial Portfolio Analyst

Sun Community Federal Credit U
El Centro, CA

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Job Details

Full-time
$35.16 - $52.75 an hour
1 day ago

Qualifications

Financial model construction
Bachelor's degree
Data-driven problem-solving
Financial projection model development
Financial statement interpretation

Full Job Description

Position Purpose: The Commercial Portfolio Analyst plays a critical role in managing and analyzing a diverse portfolio of commercial assets to optimize financial performance and mitigate risk. This position involves conducting detailed financial analysis, monitoring portfolio trends, and providing actionable insights to support strategic decision-making. The analyst collaborates closely with cross-functional teams including risk management, credit, and business development to ensure portfolio health and alignment with organizational goals. By leveraging data analytics and market research, the role aims to identify growth opportunities and potential vulnerabilities within the portfolio. Ultimately, the Commercial Portfolio Analyst contributes to sustaining profitability and enhancing the competitive positioning of the company’s commercial portfolio.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Core Portfolio & Credit Analysis Functions

Analyze and monitor commercial loan portfolios to identify trends, risks, and opportunities, and provide recommendations to support portfolio performance.
Prepare financial analyses, reports, forecasts, and presentations for management using financial models and market data.
Conduct portfolio reviews, stress testing, and risk assessments to ensure compliance with regulatory requirements and internal policies.
Support commercial lending initiatives by evaluating new opportunities and maintaining accurate portfolio documentation.

Construction Loan Administration

Administer construction loan disbursements by reviewing draw requests, verifying required documentation, and coordinating with inspectors, title companies, and fund control providers.
Monitor project budgets, reserves, timelines, and borrower liquidity to ensure compliance with loan agreements and identify potential risks or funding issues.
Maintain construction loan records and draw schedules while communicating project status and exceptions to lending staff and management.

SBA & USDA Loan Servicing

Serve as the primary contact for SBA borrowers, providing ongoing support throughout the life of the loan.
Process servicing requests, monitor compliance requirements, and prepare required reporting and documentation for SBA and USDA Business & Industry guaranteed loans.
Coordinate with government agencies, investors, and internal stakeholders to ensure timely servicing, reporting, and regulatory compliance.

Audit & Regulatory Support

Support internal audits, loan reviews, regulatory examinations, and external audits by maintaining organized, audit-ready loan files and responding to documentation requests.
Assist in resolving audit findings and implementing corrective actions as needed.

QUALIFICATIONS

EDUCATION/CERTIFICATION

Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
At least 2 years of experience in commercial portfolio analysis, credit analysis, or financial analysis.
Strong proficiency in Microsoft Excel and financial modeling techniques.
Excellent analytical, problem-solving, and communication skills.

SKILLS/ABILITIES

Technical Skills

Familiarity with NCUA regulations, Reg B (ECOA), BSA/AML, and other applicable lending compliance requirements.
Working knowledge of SBA SOP requirements and USDA B&I guaranteed loan program requirements preferred.
Familiarity with construction loan draw processes, lien waivers, and title/inspection documentation preferred.
Strong financial statement analysis and spreading skills.
Excellent organizational skills and attention to detail, with the ability to manage multiple deadlines and priorities.
Strong written and verbal communication skills, with the ability to interact professionally with clients, examiners, and internal staff.
Proficiency in Microsoft Excel and Word; experience with core banking and loan servicing systems preferred.

Preferred Qualifications

Prior experience in commercial construction lending or SBA/USDA guaranteed lending programs.
Experience supporting regulatory examinations or internal/external loan audits.
Experience working within the banking or commercial lending industry.
Familiarity with regulatory requirements affecting commercial portfolios.
Advanced skills in statistical analysis and data visualization tools.

Working Conditions

Standard office environment with occasional need to visit construction sites or attend client meetings; may require occasional travel within the bank’s market area.
Occasional evening or weekend work to meet project deadlines.
Sitting for extended periods; dexterity of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
Physically able to participate in meetings, presentations, and training sessions.

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