Top 9 Portfolio analyst Jobs in Lexington Ky

Credit Analyst I (Exempt), Credit Analysis
Central Bank & Trust —Lexington, KY
- $62,464.66 - $78,080.82 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- AD&D insurance
Quick Apply
7d
Project Manager
PlanStreet —Lexington, KY
- Microsoft Excel
- ERP systems
- Mid-level
Tax Analyst
Tempur Sealy —Lexington, KY
- $62,000 - $88,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Disability insurance
- Health insurance
VistA Transition SME (Remote)
Govcio LLC —United States
- $135,000 - $145,000 a year
- Full-time
- Remote
- Computer science
- Computer Science
- Engineering
9d
VistA Transition SME (Remote)
Govcio LLC —United States
- $135,000 - $145,000 a year
- Weekends as needed
- Remote
- Computer science
- Computer Science
- Master's degree
9d

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Credit Analyst I (Exempt), Credit Analysis

Central Bank & Trust -
Lexington, KY

Quick Apply

Job Details

Full-time
$62,464.66 - $78,080.82 a year
7 days ago

Benefits

Wellness program
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Employee assistance program
Vision insurance
Employee discount
Gym membership
Employee stock ownership plan
Bereavement leave
Life insurance

Qualifications

Customer communication
Financial statement analysis
Bachelor's degree
Financial statement interpretation
Financial forecasting analysis
Research findings presentation

Full Job Description

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities

JOB SUMMARY:

Responsible for accurately analyzing personal and business financial information and underwriting new and existing loans and relationships according to the bank’s guidelines and policies.

EDUCATION/EXPERIENCE REQUIRED:

Bachelor’s degree in Accounting, Finance, Economics, or a business field with a minimum of twelve hours course work in accounting (three+ years’ work experience as a commercial banker or commercial credit analyst preferred); or other Bachelor’s degree with work experience in commercial banking or commercial credit analysis (five+ years preferred).
Education or work experience in interpreting financial statements and using projections in order to ascertain financial trends.

QUALIFICATIONS/SKILLS REQUIRED:

Strong verbal and written communication skills
Ability to conduct research and write the substance of an analysis in narrative form.
Able to participate in customer meetings with or without a lender and communicate effectively with business owners to extract useful information in a professional manner.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

1. Prepares high-quality loan presentations and ensures accuracy of financial and other analyses for commercial banking, commercial real estate, and private banking. Analyzes rent rolls, leases, operating statements, tax returns, personal financial statements, and other related material. Prepares a variety of analyses and risk identification including borrower cash flow, global cash flow, property cash flow, sensitivity, market/industry research, etc.

2. Assists loan officers regarding credit worthiness while identifying proper loan structure.

3. Assigns credit ratings based on a thorough risk assessment of the request and/or existing loan.

4. Assists loan officer with recommended changes to loan terms and structure, loan covenants, guarantor and collateral structure, risk ratings, etc.

5. Identifies risk in the underlying loan requests- including but not limited to: operational risk, financial risk, market/industry risk, collateral risk, management risk, etc.

6. Stays informed about the legal, compliance, lending activities, competition and economic and market-risk related issues involved in the approval of credit.

7. Requests and attends meetings with customers to gather and evaluate financial and related data to establish credit worthiness.

8. Makes recommendations and assists with the development & revisions of Loan Policy, Supplement to Loan Policy, and Loan Procedures, as requested by manager or management team.

9. Performs analysis for various vendors of organization as requested.

10. Prepares various reports regarding the commercial loan portfolio, including but not limited to concentration reports, industry updates, and others as requested or required.

11. Performs other duties as assigned.

BENEFITS:

Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation
Paid Holidays
Employee Stock Ownership Plan
401k Plan
Flexible Benefit Plan
Voluntary Life Insurance
AD&D Insurance
Discounted Banking Services
EAP (Free counseling sessions)
Discounted AAA Membership
Fitness Discounts
Vacation Purchase Plan
Interest-Free Computer Loan
Interest-Free Fitness Equipment Loan
Service Awards
Attendance Awards
Funeral Leave
Subsidized Parking (Downtown)
Sick Leave
Educational Assistance Program
Employee Wellness Program
Dell Computer Discount
Discounted Tickets
Cell Phone Discount
Jeans days to benefit local charities
Paid Identity Theft Protection
New Hire Incentive (for hourly employees)
Personal Day
Birthday Holiday
Wedding Days
Appointment Time
Long Term Disability
Life Insurance (2x salary)

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portfolio analyst jobs in lexington ky

Credit Analyst I (Exempt), Credit Analysis

Project Manager

Tax Analyst

VistA Transition SME (Remote)

VistA Transition SME (Remote)

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