Asset Manager, Senior Associate - Underwriting and Portfolio Management

Employer
Capital One
Location
Bethesda, Maryland
Posted
Jul 24, 2021
Closes
Aug 23, 2021
Ref
R117208
Function
Finance
Hours
Full Time
Bethesda Metro Center (17049), United States of America, Bethesda, Maryland

Asset Manager, Senior Associate - Underwriting and Portfolio Management

Summary

Support the day to day management of assigned commercial loan portfolio and affiliated bank relationships. The Portfolio Analyst is expected to work closely with portfolio management leadership and other departments including Loan Operations and Treasury Management. The Portfolio Analyst will serve as the primary day to day contact with COF clients and will assist in the processing of loan documentation including financial reporting, borrowing requests and collateral information. The Portfolio Analysts track, analyze and report on Borrower account data.

Responsibilities
  • Ensure data integrity of information in the COF commercial loan systems.
  • Monitor and enforce ongoing Borrower compliance with all loan terms and documentation. Ensure specific Borrower compliance with financial & portfolio covenants and reporting requirements.
  • Review and approve periodic Borrowing Bases and advance requests.
  • Facilitate internal and external performance reporting.
  • Assist in the analysis of Borrower financial and collateral performance through monitoring trends, key indicators and industry specific data.
  • Communicate with senior management as to the performance of the portfolio.
  • Understand and promote bank products.
  • Maintain and promote client relationships.
  • Foster an open dialogue and strong working relationship with Loan Operations and Treasury Management.
  • Assist in the preparation of various underwriting documents including credit approval memos and annual reviews.
  • Understand and employ all policies and procedures of the Bank. Remain up-to-date on all bank compliance regulatory policies and procedures and on all pending and proposed regulatory changes affecting bank compliance.


Basic Qualifications

  • Bachelor's Degree, Finance or Accounting preferred
  • 1 year of general business experience
  • Ability to communicate verbally in a concise and clear manner with clients, peers and fellow associates.
  • Analytical experience


Preferred Qualifications

  • 2-3+ years of commercial finance experience
  • Strong analytical and technology skills
  • Ability to master the COF commercial loan system and other technology platforms.


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

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