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About the Role

The Analyst, Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support underwriting new commercial loans and ongoing portfolio management of existing lending relationships. This position will acquire business unit and organizational knowledge, gain exposure to senior leadership, and accelerate development at Webster.

Responsibilities

Support underwriting due diligence and partner with senior portfolio and relationship managers to produce deal screen and underwriting documents
Interface with clients and other stakeholders to facilitate underwriting process
Detail debt financings and company financials utilizing Excel and Webster’s credit management platform, Sageworks
Perform sensitivity analysis and modeling of projected cash flows
Assist in drafting approval document narrative, identifying risks and mitigating factors, documenting variances to policy/procedures, and assigning accurate risk grade
Support approval discussions in credit committee
Support legal documentation drafting and negotiations
Facilitate loan closing process with commercial loan operations
Review, spread, and maintain periodic financial statements, compliance certificates and borrowing base reports
Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
Ensure the timely completion of renewals, annual reviews, and interim analyses
Ensure borrower is assigned an appropriate risk rating
Present internal portfolio review memos to senior credit executives at periodic meetings
Support amendment/waiver execution for existing borrowers
Maintain ticklers, covenants, and borrower credit files
Maintain customer information and data integrity on bank systems
Ensure compliance with all regulations, policies, and procedures
Generate new ideas and recommendations for continuous process improvement
Represent Webster Bank as a brand ambassador at business and charitable events
Participate in special projects on an as-needed basis

Requirements

2-4 years of prior professional experience or equivalent
Professional experience in Accounting/Finance/Banking-related position is preferred
Excellent analytic skills and attention to detail
Strong written and verbal communication skills
Strong competency in Microsoft Office suite – including Excel and Word
Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management
The ability to answer unstructured business questions and work independently to drive tasks to completion

Skills

Financial modeling
Excel
Word
Microsoft Office suite

Location

New York: Manhattan
New Jersey: Paramus

Work Type

Hybrid schedule

Experience Level

2-4 years

Education Level

Bachelor’s degree

Salary/Compensations

$95,000.00 to $105,000.00 USD annually

Benefits

Robust development opportunities
Eligible for incentive compensation

About the Company

Founded in 1935, Webster's focus has always been to put people first, helping individuals, families, businesses, and colleagues achieve their financial goals.
As a leading commercial bank, Webster remains passionate about serving clients and supporting communities.
Webster’s values include Integrity, Collaboration, Accountability, Agility, Respect, and Excellence.

Equal Opportunity

Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.