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Portfolio Analyst (Commercial Lending) - Midvale, UT (In Office)

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Wealth Management
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Enterprise Services
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071681 Requisition #

At Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career.

 

We're looking for a Portfolio Analyst (Commercial Lending) to join our Commercial Lending Services team in Utah.  This is an in-office position.  The successful candidate will have the skills and experience necessary to meet the following responsibilities and qualifications.

 

Responsibilities:

 

·           Use a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.

·           Review for accuracy or complete spreading and risk grading updates, as applicable.

·           Review for accuracy or complete covenant testing in accordance with corporate credit policies and loan agreements, as applicable.

·           Complete annual relationship reviews.

·           (May) Request information from customers.

·           Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.

·           Perform general administrative tasks.

·           Other duties as assigned.

 

 

 Qualifications:

 

·           Requires a bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements.

·           Basic knowledge of loan documentation, administration, and policies/procedures.

·           Must be familiar with reading, understanding, and analyzing financial statements.

·           Strong analytical skills and attention to detail.

·           Ability to identify and resolve exceptions and interpret data.

·           Effective verbal, written, and interpersonal communication skills.

·           Advanced proficiency in common office software applications.

 

Benefits: 

 

·           Medical, Dental and Vision Insurance - START DAY ONE! 

·           Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

·           Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts

·           Paid Training, Paid Time Off (PTO) and Paid Federal Holidays

·           401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

·           Mental health benefits including coaching and therapy sessions

·           Tuition Reimbursement for qualifying employees

·           Employee Ambassador preferred banking products

This position will be open until filled.

 

To review our Benefits Summary click here.

 

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

 

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

 

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

 

If you have any technical issues while completing the application, please first try these troubleshooting steps. If you continue to have issues, please reach out to us at careers@zionsbancorp.com.

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