Portfolio Monitoring Analyst 1

U.S. Bank • Brookfield, WI • 4h ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring. Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies. Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions.

Basic Qualifications

Typically a Bachelor's degree, or equivalent work experience

Preferred Skills/Experience

Accounting and finance knowledge normally acquired through the completion of a bachelor's degree in business, finance or accounting

Some understanding of basic credit analysis, administration, and policy and procedures

Good analytical and problem-solving skills and attention to detail

Ability to identify and resolve exceptions and to interpret data

Effective verbal, written, and interpersonal communication skills

Ability to read and comprehend credit write-ups and loan documentation

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks depending on salary grade and tenure)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Warehouse Supervisor

Reyes Holdings • Milwaukee, WI • 1h ago

Manufacturing & Warehouse

Join the leading beverage provider, Reyes Coca-Cola Bottling! Shift: Monday-Friday, 5pm start time Benefits: Medical, Dental, Vision, 401K Match, PTO, Education Reimbursement If you enjoy our products, you'll really enjo...

1h ago

Go to Apply

Audit Project Manager - CAS Corporate Treasury

U.S. Bank • Milwaukee, WI • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Associate Filling Machines Operator

ELLSWORTH ADHESIVE SYSTEMS • Germantown, WI • 1h ago

Manufacturing & Warehouse

JOB REQUIREMENTS: Ellsworth Corporation KPRL,Germantown,Germantown, WI 53022, USA Title Associate Filling Machines Operator Job Category: Production Risquisition Number: ASSOC003045 Posted: June 2, 2026 Full-Time KPRL-Ge...

1h ago

Go to Apply

Strategic Acquisitions and Partnerships Lead

U.S. Bank • Milwaukee, WI • 3h ago

3h ago

Go to Apply

Actuarial Analyst

Elevance Health • Waukesha, WI • 3h ago

Actuarial Analyst Location: Indianapolis, IN, Woodland Hills, CA, Denver, CO, Wallingford, CT, Atlanta, GA, Louisville, KY, St. Louis, MO, Mason, OH, Norfolk, VA, Richmond, VA, Waukesha, WI. This role requires associates...

3h ago

Go to Apply

PWM Midwest Regional Executive

U.S. Bank • Milwaukee, WI • 3h ago

3h ago

Go to Apply

Associate Relationship Manager

HSA BANK • Milwaukee, WI • 4h ago

Management & Administrative

JOB REQUIREMENTS: Duties and Responsibilties of Job: At HSA Bank, we\'re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcar...

4h ago

Go to Apply

Medical Assistant

Ascension Health • Milwaukee, WI • 4h ago

Hospital & Medical

Your future role at a glance Location: Milwaukee, WI Facility: Prospect Medical Commons Department/Specialty: Family Practice Schedule: Full-time / Days Life at Ascension: Where purpose meets opportunity Ascension is a l...

4h ago

Go to Apply

Senior Industrial Engineer - Genset Assembly & Packaging

Generac Power Systems • Waukesha, WI • 4h ago

Legal & Paralegal

We believe power is a promise - a shared commitment to be there for others when it matters most. For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a mo...

4h ago

Go to Apply

Sr. Industrial Manufacturing Engineer - Wire Harnesses

Generac Power Systems • Waukesha, WI • 4h ago

Legal & Paralegal

4h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)