Analyst, Portfolio Operations
Customers Bank is a super-community bank focused on delivering memorable customer experiences. The Analyst, Portfolio Operations role is key to supporting the Capital Markets Division by managing operational requirements associated with loan portfolios and providing assistance in deal logistics.
Responsibilities
- Preparing monthly participation waterfalls and remittance packages, and initiating wires to investors; responsibilities may also include communication with participants and investors
- Assisting the Desk with operational logistics related to deal diligence, as well as deal closings and settlements
- Performing daily operational functions such as platform fundings, loan sales, and title chain assignments
- Troubleshooting internal and external process or workflow challenges
Skills
- Up to 2 years of experience in operations (reporting, reconciliations, wires) or capital markets middle-office experience at a specialty lender, asset manager, commercial bank, or similar institution
- Other applicable operations, middle/back-office, or related financial operations experience (accounting, FP&A, business/data analysis, investor services)
- High level of initiative, strong interpersonal skills, and a collaborative approach to working within a team
- An analytical mindset with the ability to step back, assess situations holistically, and consider downstream impacts
- Strong execution skills, including comfort working in the details and taking ownership to ensure responsibilities within their scope are completed thoroughly and accurately
- Robust communication and collaboration abilities, with the capability to work effectively across a distributed organization spanning multiple locations
- A deep attention to detail, including a willingness to understand every element of the assets they work with—from how promissory notes are executed to the mechanics of applying late borrower payments
- A bachelor's degree is preferred but not required
- We welcome candidates from nontraditional or non-financial services backgrounds who are eager to learn, resourceful, and willing to put in the necessary effort to grow with Customers Bank
Company Overview