Portfolio Analyst
Dallas, TX · On-site
The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and ... collateral value meets required thresholds as to comply with covenants under loan agreement.
Dallas, TX · On-site
The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and ... collateral value meets required thresholds as to comply with covenants under loan agreement.
Dallas, TX · On-site
The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and ... collateral value meets required thresholds as to comply with covenants under loan agreement.
Houston, TX · On-site
$88K - $114K/yr
... collateral, settlements, reconciliations, and operational support. • Partner with Portfolio ... analytical, problem-solving, and process improvement skills. Systems & Tools Experience with one or ...
Houston, TX · On-site
$88K - $114K/yr
... collateral, settlements, reconciliations, and operational support. • Partner with Portfolio ... analytical, problem-solving, and process improvement skills. Systems & Tools Experience with one or ...
Dallas, TX · On-site
The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and ... collateral value meets required thresholds as to comply with covenants under loan agreement.
Quick apply
Dallas, TX · On-site
The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and ... collateral value meets required thresholds as to comply with covenants under loan agreement.
Knowledge of ABL loan structures, collateral management and borrowing base calculations with healthcare experience a plus * Strong attention to detail * Good organizational skills * Solid ...
Knowledge of ABL loan structures, collateral management and borrowing base calculations with healthcare experience a plus * Strong attention to detail * Good organizational skills * Solid ...
Knowledge of ABL loan structures, collateral management and borrowing base calculations with healthcare experience a plus * Strong attention to detail * Good organizational skills * Solid ...
Knowledge of ABL loan structures, collateral management and borrowing base calculations with healthcare experience a plus * Strong attention to detail * Good organizational skills * Solid ...
Addison, TX · On-site
Manage the movement of collateral, ensuring documents are received, processed, tracked, and ... Strong analytical and problem-solving skills. * Proficiency in relevant software and technology ...
New
Addison, TX · On-site
Manage the movement of collateral, ensuring documents are received, processed, tracked, and ... Strong analytical and problem-solving skills. * Proficiency in relevant software and technology ...
New
Conduct comprehensive credit analysis, including cash flow modeling, collateral valuation, stress testing, global exposure assessments, and risk rating recommendations * Structure credit facilities ...
Conduct comprehensive credit analysis, including cash flow modeling, collateral valuation, stress testing, global exposure assessments, and risk rating recommendations * Structure credit facilities ...
Conduct comprehensive credit analysis, including cash flow modeling, collateral valuation, stress testing, global exposure assessments, and risk rating recommendations * Structure credit facilities ...
Conduct comprehensive credit analysis, including cash flow modeling, collateral valuation, stress testing, global exposure assessments, and risk rating recommendations * Structure credit facilities ...
Manage the movement of collateral, ensuring documents are received, processed, tracked, and ... Strong analytical and problem-solving skills. * Proficiency in relevant software and technology ...
New
Manage the movement of collateral, ensuring documents are received, processed, tracked, and ... Strong analytical and problem-solving skills. * Proficiency in relevant software and technology ...
New
Houston, TX · On-site
$95/hr
... collateral, settlements, reconciliations, and operational support. * Partner with Portfolio ... Strong analytical, problem-solving, and process improvement skills. Systems & Tools: * Experience ...
Houston, TX · On-site
$95/hr
... collateral, settlements, reconciliations, and operational support. * Partner with Portfolio ... Strong analytical, problem-solving, and process improvement skills. Systems & Tools: * Experience ...
Responsible for analyzing financial statements, cash flow, collateral, and industry trends while ensuring adherence to bank credit policy and SBA Standard Operating Procedures (SOPs). May use ...
Responsible for analyzing financial statements, cash flow, collateral, and industry trends while ensuring adherence to bank credit policy and SBA Standard Operating Procedures (SOPs). May use ...
$90K - $120K/yr
Assess the performance of existing investments, including both the collateral as well as the ... Demonstrated analytical ability. * Attention to detail with the ability to work on multiple ...
$90K - $120K/yr
Assess the performance of existing investments, including both the collateral as well as the ... Demonstrated analytical ability. * Attention to detail with the ability to work on multiple ...
Collect and organize financial statements, tax returns, liquidity reports, and collateral documents. * Prepare initial financial spreads, liquidity analyses, and exposure summaries. * Assist with ...
Collect and organize financial statements, tax returns, liquidity reports, and collateral documents. * Prepare initial financial spreads, liquidity analyses, and exposure summaries. * Assist with ...
Collect and organize financial statements, tax returns, liquidity reports, and collateral documents. * Prepare initial financial spreads, liquidity analyses, and exposure summaries. * Assist with ...
Collect and organize financial statements, tax returns, liquidity reports, and collateral documents. * Prepare initial financial spreads, liquidity analyses, and exposure summaries. * Assist with ...
Collect and organize financial statements, tax returns, liquidity reports, and collateral documents. * Prepare initial financial spreads, liquidity analyses, and exposure summaries. * Assist with ...
Collect and organize financial statements, tax returns, liquidity reports, and collateral documents. * Prepare initial financial spreads, liquidity analyses, and exposure summaries. * Assist with ...
Fort Worth, TX · On-site
In addition, the credit analyst ensures that proper credit/collateral documentation is obtained, identifies any deviations to loan policy, participates in loan closings and assists in the ongoing ...
Fort Worth, TX · On-site
In addition, the credit analyst ensures that proper credit/collateral documentation is obtained, identifies any deviations to loan policy, participates in loan closings and assists in the ongoing ...
In addition, the credit analyst ensures that proper credit/collateral documentation is obtained, identifies any deviations to loan policy, participates in loan closings and assists in the ongoing ...
In addition, the credit analyst ensures that proper credit/collateral documentation is obtained, identifies any deviations to loan policy, participates in loan closings and assists in the ongoing ...
Center, TX · On-site +1
$37K/yr
Performs basic financial analysis, such as cash flow and collateral analysis. * Researches/responds to internal/external customer questions and inquiries. PNC Employees take pride in our reputation ...
Center, TX · On-site +1
$37K/yr
Performs basic financial analysis, such as cash flow and collateral analysis. * Researches/responds to internal/external customer questions and inquiries. PNC Employees take pride in our reputation ...
Dallas, TX · On-site +1
$37K/yr
Performs basic financial analysis, such as cash flow and collateral analysis. * Researches/responds to internal/external customer questions and inquiries. PNC Employees take pride in our reputation ...
Dallas, TX · On-site +1
$37K/yr
Performs basic financial analysis, such as cash flow and collateral analysis. * Researches/responds to internal/external customer questions and inquiries. PNC Employees take pride in our reputation ...
Westlake, TX · On-site
Derivative Trade Processing and Collateral Management domain expertise from a business and/or ... Strong analysis skills, with a proven track record of delivery of sophisticated technology projects
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Westlake, TX · On-site
Derivative Trade Processing and Collateral Management domain expertise from a business and/or ... Strong analysis skills, with a proven track record of delivery of sophisticated technology projects
$17.47 - $20.62
16% of jobs
$20.62 - $23.78
4% of jobs
$25.07 is the 25th percentile. Wages below this are outliers.
$23.78 - $26.94
12% of jobs
$26.94 - $30.09
7% of jobs
The median wage is $31.84 / hr.
$30.09 - $33.25
19% of jobs
$33.25 - $36.40
1% of jobs
$36.40 - $39.56
1% of jobs
$39.56 - $42.71
3% of jobs
$42.71 - $45.87
7% of jobs
$46.52 is the 75th percentile. Wages above this are outliers.
$45.87 - $49.03
18% of jobs
$49.03 - $52.18
11% of jobs
$17
$35
$52
A collateral analyst works for a loan company or financial institution. Their primary job duties include reviewing all collateral that is provided by a borrower to secure a potential loan. They consider all of the information provided and ensure that it meets the compliance and financial requirements for a loan. A collateral analyst may also coordinate with credit management if there are outstanding disputes over the collateral. They provide reports on all accounts and maintain a large quantity of documentation.
| Aspect | Collateral Analyst | Credit Analyst |
|---|---|---|
| Primary Focus | Evaluates and manages collateral assets to mitigate risk in lending | Assesses the creditworthiness of borrowers to approve or deny loans |
| Required Credentials | Typically a bachelor's degree in finance, accounting, or related field; certifications like CFA are a plus | Similar credentials; often holds degrees in finance or economics; certifications like CFA are common |
| Work Environment | Financial institutions, banks, or investment firms | Banking, financial services, or lending institutions |
| Common Usage | Used when analyzing collateral assets such as securities or property | Used when evaluating overall borrower risk and credit profiles |
While both roles require financial analysis skills and similar credentials, Collateral Analysts focus on assessing collateral assets to secure loans, whereas Credit Analysts evaluate the overall creditworthiness of borrowers. Both roles are vital in lending processes within financial institutions.

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Finance and insurance
11 - 50 Employees
Rock Island, IL, US
1997