Portfolio Analyst

Overview

Since 1973, East West Bank has served as a pathway to success. With multiple locations across the U.S. and China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Responsibilities

• Perform due diligence searches (CAIVRS, SAM, OFAC, Experian, UCC, Flood, etc.), tax transcript orders, Smart Fee Tracker for good faith deposit.
• Submit Experian, Veri-Tax and Tax Guard invoices to AP Department for remittance requests promptly.
• Prepare and submit required weekly, monthly, and quarterly reports for SBA Team.
• Aid in providing support to the SBA team by ensuring that tickler items, delinquent property taxes, insurance policies, and other related matters are in compliance with the loan requirements.
• Aid in coordinating the PPP forgiveness review process between US SBA and Retail Branches/Business Units.
• Contribute to the analysis of financial information to back up specific loan requests and/or risk ratings.
• Enhance and maintain SBA Operations procedures and process documentation to improve efficiency and compliance.
• Support quality assurance reviews, audits, and special projects, ensuring accuracy and adherence to regulatory requirements.
• Respond promptly to internal and external inquiries and refer to the right person.
• Maintain inventory levels of office supplies for the SBA Lending Team and manage timely procurement to maintain operational continuity.
• Perform other duties as assigned.

Qualifications

• Minimum of 3 years of commercial banking experience preferred.
• Bachelor’s degree in Business Administration, Finance, Accounting, Data Analytics, or a related field required.
• Working knowledge of SBA SOP 50 10 (Loan Origination) and SOP 50 57 (Servicing and Liquidation) preferred.
• Solid understanding of commercial and consumer lending processes and procedures within a financial institution.
• Strong communication and interpersonal skills, with a demonstrated ability to collaborate effectively in a team-oriented environment; proactive, self-motivated, and able to take initiative.
• Demonstrated flexibility and adaptability in a fast-paced, dynamic work environment.

Compensation

The base pay range for this position is USD $20.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.