Portfolio Monitoring Analyst

U.S. Bank

. Support Corporate and Commercial Banking Lenders and Wealth Management Relationship Managers with financial analysis and loan monitoring .

Posted 11/5/2026full-timeUnited StatesJunior💰 $28 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial analysis capabilities, including credit analysis and loan monitoring, while ensuring compliance with banking standards and policies. Proficient in reviewing financial statements and supporting lending activities through detailed analytical skills and effective communication.

Highest-signal resume keywords

Financial AnalysisCredit AnalysisCompliance MonitoringAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement SpreadsQuarterly Trend AnalysisCovenant TestsCredit PoliciesData InterpretationLoan Documentation ReviewAccounting KnowledgeFinance KnowledgeCredit AdministrationProblem-Solving

Soft Skills

Attention to DetailInterpersonal CommunicationVerbal CommunicationWritten Communication

Industry Keywords

Corporate BankingCommercial BankingWealth ManagementCredit Approval RequirementsFinancial ReportingU.S. Bank PoliciesCode of EthicsBusiness Conduct

About the role

Key responsibilities & impact

Support Corporate and Commercial Banking Lenders and Wealth Management Relationship Managers with financial analysis and loan monitoring
Complete accurate and consistent financial statement spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies
Maintain a compliance monitoring database tracking credit approval requirements and receipt of customers’ financial reporting requirements
Review financial statements, tax returns, personal financial statements, and company compliance certificates to support lending activities associated with large credit transactions

Requirements

What you’ll need

Typically a Bachelor's degree, or equivalent work experience
Generally one to two years of job-related experience
Accounting and finance knowledge normally acquired through the completion of a bachelor’s degree in business, finance or accounting
Good understanding of basic credit analysis, administration, and policy and procedures
Strong 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
Ability to work onsite three (3)+ days per week at one of the listed U.S. Bank hub locations
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension