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Construction Portfolio Analyst - Salt Lake City, United States - Celtic Bank
Description
Reach Your Potential at Celtic Bank You're brave, ambitious, and passionate in everything you do. And we want you on our team The Construction Portfolio Analyst is required to convey an image of professionalism, efficiency, and competence as a member of the Celtic Bank team. The Portfolio Analyst is expected to deliver exceptional service and maintain all related activities in an organized and consistent manner. As a Portfolio Analyst you will collaborate closely with team members across various departments as needed to ensure assigned deadlines are achieved. You will be responsible for ensuring compliance with Celtic Bank General Policies as well as state and federal regulations.
With this job you will have the opportunity to work in a fast paced environment where you are able to interact with internal groups, clients and contractors across the nation on various types of projects. Be it analyzing a project budget, collaborating with other groups internally or processing draws and finding solutions to challenges that may arise through the construction process there is always something to continue your learning and progression.
Essential Job Functions
+ Manage a portfolio of construction loans in various loan stages.
+ Conduct in-depth analysis of project sources and uses, construction budgets, architectural plan & site plan review and financial information during underwriting.
+ Present analysis to managers and Loan Committee for final decision.
+ Review all construction loan documentation in preparation for loan closings.
+ Order and review construction project progress inspections and reconciling construction budget.
+ Administer construction draws for the duration of the construction project.
+ Proactively monitor assigned construction portfolio project status.
+ Maintain strong working relationship with borrower and general contractor.
+ Ability to maintain a great attitude and professional disposition with both internal and external parties, especially while handling deadlines, delays, and setbacks.
+ Complies with and adheres to all regulatory compliance areas, policies and procedures and best practices.
+ Perform other duties as assigned.
Requirements
ESSENTIAL SKILLS:
+ Knowledge of commercial lending practices and procedures is preferred.
+ Detail oriented and possess excellent interpersonal, organizational, and communication (verbal and written) skills.
+ Ability to problem solve and work independently.
+ Must possess the ability to prioritize and support various activities simultaneously.
+ Ability to thrive in a deadline-driven environment, including by demonstrating excellent time management, organization, and planning skills.
+ Strong technical skills - including but not limited to Microsoft Office, internet, Salesforce.
+ Adaptability to meet changing department priorities while remaining attentive to daily demands.
+ Ability to learn quickly, adapt to new processes, and work in a collaborative environment.
+ Ability to establish and maintain effective work relationships.
Benefits
+ Medical, dental, vision
+ 401(k) with employer match
+ Life and long-term disability coverage
+ HSA and FSA plans
+ Holidays and paid time off requests
+ Robust wellness program (were talking catered meals three times a week, lunch and learns, and onsite gym)
Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2023 Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.
Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.
Physical and Other Requirements
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
+ Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
+ Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
+ Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.
+ Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.
+ Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office department and job requirements will determine eligibility.
