Commercial Lending Review Portfolio AnalystThe Commercial Lending Review Portfolio Analyst is dedicated to managing and executing the annual review process in the gathering of updated financial information as required; performing systematic post-close data reviews of commercial loan originations, modifications, and relationships within the core system and loan administration software; and maintaining ticklers and covenants as they pertain to annual review relationships. Expected to consistently maintain a high degree of productivity to ensure timely completion of system reviews and annual review responsibilities.The role involves preparing and proactively managing internal controls to monitor the gathering and receipt of updated financial information for annual review relationships. This includes managing a staggered correspondence timeline dependent upon financial covenants and tax return filing deadlines. The analyst will verify updated financial documentation received is complete, legible, and saved to the departmental drive and appropriately indexed in the document library of loan administration software. Auditing and updating core system tracking records and loan administration ticklers and covenants as required to finalize annual review completion. The analyst will maintain departmental reporting for the status and completion of annual reviews to be reported to senior management. They will review system data to ensure all appropriate and required loan terms, collateral, and loan coding have been properly board into the core system and loan administration software under the terms and conditions of the loan documentation with exceptions documented appropriately. Verification of departmental loan documentation and credit file checklists will be completed accurately inclusive of appropriate waivers or exceptions to internal policy and procedures. The analyst will verify the loan relationship has been accurately entered into the tickler and covenant monitoring tracking system with each origination, modification, or audit. Completion and updating of risk rating migration tracking over the life of the loan will be performed. The analyst will determine if approval procedures and loan authorities adhere to established credit union guidelines and appropriate documentation of approval is provided. They will generate, monitor, and review tickler reports on a weekly basis to maintain data accuracy. The analyst will review externally prepared commercial appraisals and evaluations as well as internally prepared evaluations and appraisal updates. Tax assessment re-evaluations of collateral will be completed as assigned. All required annual compliance training and/or job specific training as assigned will be completed. The analyst will maintain up-to-date knowledge in financial analysis and regulatory compliance applicable to member business and commercial lending by participating in on-going training and self-development through independent study. They will read all internal publications including HUB and Possibilities. Other duties as required or assigned will be performed.Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.The organization is an Equal Opportunity Employer.