Portfolio Analyst at Self-Help Services Corp in Durham, North Carolina

Job Description:

Self-Help is seeking a Portfolio Analyst to join our team in Durham, NC. The Portfolio Analyst provides critical, high-level project support to the Commercial Loan Risk Management Team. Responsibilities include leading and supporting projects and analysis for risk assessment, risk mitigation, and process improvements for a growing commercial loan portfolio. A focus on teamwork, problem solving, initiative, attention to detail, and the ability to manage multiple projects is critical to being successful in this role.

Essential Responsibilities:

• Lead projects to optimize the monitoring platform, including reporting and process improvements.


• Coordinate preparation for internal and external audits and regulatory examinations.


• Coordinate covenant tracking for commercial loans to ensure operational and risk management action items are monitored and completed.


• Conduct portfolio-level analysis and reporting to be presented to broad audiences including credit loss stress testing, economic, market,and industry trends, concentration risk, and sector-based risk assessment.


• Complete quarterly and annual reports to support program tracking and loan pledging.


• Support analysts and portfolio managers as needed with credit risk analysis, collateral valuation reviews, and site visits to borrower facilities.


• Act as a change agent to drive Self-Help’s economic inclusion initiatives by integrating supplier diversity and the use of businesses owned by women and people of color in third-party contracting and vendor management for relevant products and services.


• Assist with special projects and administrative assignments as requested.


• Perform other duties as may be deemed necessary.

Credentials, Experience, and Skills:

• Bachelor’s degree and 2 years relevant experience, or an equivalent combination of education and experience which could include finance, public planning, project management, community development, management consulting, or business management.


• Master’s degree in business administration, urban planning, public policy, law, or related field preferred.


• Knowledge of credit risk modeling and bank credit loss forecasting modeling.


• Proven ability to manage a team project with the ability to initiate, juggle and lead multiple projects to meetgoals, objectives, and deadlines.


• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.


• Sensitivity to issues of low-wealth borrowers and communities and a desire to work in a racially and socially diverse organization.


• Preference for working in organizations that place priority on teamwork and collaboration.


• Excellent oral and written communication skills, including group facilitation.


• Strong financial analysis and/or analytical aptitude.


• High level of skill with Excel


• Experience with Salesforce platform preferred.


• Strong attention to detail, task management,and problem-solving skills.


• Ability to work in a dynamic environment under pressure, and undertake, execute, and deliver on-time multiple concurrent projects.


• Willingness to travel (occasional overnight).


• Ability to demonstrate Self-Help's Core Values:
  
  
  
  • Mission Before Self
  
  
  • Service With Excellence
  
  
  • Embracing & Promoting Change
  
  
  • Results Not Credit
  
  
  • Diversity as a Strength
  
  
  • Financial Sustainability for Mission Impact
  
  
  
  

Compensation:

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Application:

Visit our Careers Page to apply for this position. This position will remain posted until filled.

About Us:

Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.6 billion in assets and serving more than 92,500 members in 32 branches -six in Florida, 22 in North Carolina, three in South Carolina, and one in Virginia -Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 41 years, the national Center for Community Self-Help and its affiliates have provided more than $11 billion in financing to help over 198,000 people buy homes, start and grow businesses, and build wealth. For more information, please visit www.self-help.org.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

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