Principal Coordinator, Data Analyst, Community Finance Underwriting & Portfolio Management

Capital One
McLean, Virginia
Sep 09, 2022
Oct 08, 2022
Full Time
Center 1 (19052), United States of America, McLean, Virginia

Principal Coordinator, Data Analyst, Community Finance Underwriting & Portfolio Management

The Data Analyst supports the Underwriting & Portfolio Management team in its effort to transition processes and systems as part of Community Finance's ongoing credit transformation.This role is responsible for managing and analyzing data, liaising with key internal stakeholders, and maintaining existing systems of record to drive monthly and quarterly reporting.In addition, the role will own data management and process of overall CF portfolio metrics with an opportunity to re-envision how CF portfolio performance data is tracked and shared across the bank to ensure a well managed business and drive impact.Working closely with the Portfolio Management Team, the Data Analyst also supports, tracks and compiles the day-to-day workload management of the individual portfolio managers.

Responsibilities include, but are not limited to:

  • Track new business and add new loans and investments to the monthly Portfolio Classification Report
  • Coordinate and oversee Spreading Team functions; conduct quality control testing; populate and maintain data; secure missing and updated AHIC data as necessary
  • Compile and review quarterly Syndicator benefit schedules, conduct quality control testing, identify variances, compile and report results to key stakeholders
  • Extract data from master spreadsheets for ad hoc reporting as requested; provide Underwriting and Originations teams with key metrics on Syndicator performance and exposure.
  • Monitor and extract K1 documents from individual client portals; follow up on missing documentation; upload data for tax team
  • Assist with process design and development to create efficiencies across CF and External Affairs
  • Work within External Affairs and across the bank to communicate and report on regular key portfolio data and metrics; CRA, Compliance, Credit, Special Assets, Accounting, among others.
  • Track and send weekly communication on Past Due and Upcoming Maturities and Annual Reviews to internal stakeholders
  • Reconcile monthly reporting with other internal teams to ensure data integrity and accuracy for compliance and financial reporting purposes
  • Facilitate and organize quarterly calls (Watch and Criticized, Construction Monitoring, Stabilized Quarterly) for the PM team; document approvals and follow up items and distribute to the Portfolio Management team

Basic Qualifications:
  • Bachelor's degree or military experience
  • At least 1 year of VLOOKUP experience
  • At least 1 year of large data-set management experience
  • Proficiency in Google Workspace

Preferred Qualifications:
  • Experience with Jira Software a plus
  • Strong verbal and written communication skills with a high level of attention to detail
  • Ability to set and meet deadlines

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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