Portfolio Analyst

Introduction

Since 1973, East West Bank has served as a pathway to success. With multiple locations across the U.S. and China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

Overview

As a Portfolio Analyst, this position will be responsible for the administrative and operational tasks to maintain the daily operations of the SBA Lending Team in accordance with East West Bank and US SBA policies and procedures.

Responsibilities

As a valuable East West Bank team member, your duties (not limited to) will include:  

• Perform due diligence searches (CAIVRS, SAM, OFAC, Experian, UCC, Flood, etc.), tax transcript orders, Smart Fee Tracker for good faith deposit.
• Submit Experian, Veri-Tax and Tax Guard invoices to AP Department for remittance requests promptly.
• Prepare and submit required weekly, monthly, and quarterly reports for SBA Team.
• Assist in providing support to the SBA team by ensuring that tickler items, delinquent property taxes, insurance policies, and other related matters are in compliance with the loan requirements.
• Assist to coordinate the PPP forgiveness review process between US SBA and Retail Branches/Business Units.
• Help with the analysis of financial information to back up specific loan requests and/or risk ratings.
• Contribute to the enhancement and maintenance of SBA Operations procedures and process documentation to improve efficiency and compliance.
• Provide support for quality assurance reviews, audits, and special projects, ensuring accuracy and adherence to regulatory requirements.
• Respond promptly to internal and external inquiries and refer to the right person.
• Monitor inventory levels of office supplies for the SBA Lending Team and manage timely procurement to maintain operational continuity.
• Perform other duties as assigned

Qualifications

• Minimum of 3 years of commercial banking experience preferred.
• Bachelor’s degree in Business Administration, Finance, Accounting, Data Analytics, or a related field required.
• Working knowledge of SBA SOP 50 10 (Loan Origination) and SOP 50 57 (Servicing and Liquidation) preferred.
• Solid understanding of commercial and consumer lending processes and procedures within a financial institution.
• Strong communication and interpersonal skills, with a demonstrated ability to collaborate effectively in a team-oriented environment; proactive, self-motivated, and able to take initiative.
• Demonstrated flexibility and adaptability in a fast-paced, dynamic work environment.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation