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Portfolio Officer


This is a Full-time position in Dover, DE posted May 14, 2021.

The Portfolio Officer is a fundamental professional who contributes to a robust control environment and key player in the quality assurance process.


Ability to understand and interpret complex Credit Agreements and any relevant Loan documents
Perform executed document review for Regulatory reporting such as CCAR FRY-14 H1 and H2 schedules Documenting Critical data elements from Credit Agreements and ensuring Critical data matches with Credit systems Identify and document any exceptions observed in the Critical data elements and communicate with appropriate stake holders for any changes required Provide guidance to Investment Finance Specialist/Underwriters pertaining to the Regulatory control process Maintain record of each documents reviewed in an organized and easily retrievable manner Support special projects as needed
3-7 years of relevant work experience in Financial Industry (in Loan Operations, Regulatory reporting, Controls, Compliance, or Business Risk) Strong analytical skills, detailed oriented Excellent communication (written and verbal) and interpersonal skills Displays flexibility and independence in a demanding environment Team Player Able to work under pressure
Education: Bachelor’s/University degree

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