Banking 3, Role B VA Operations Center The Portfolio Analyst will support the portfolio, relationship management and business development activities of the Renewable Energy lending team within the Corporate Banking Group. Responsibilities Include: Manage Deal Flow 40%: • Prepare Excel pro forma financial models to accurately reflect solar project finance cash flow. • Collect, organize, and review borrower due diligence information required for underwriting and closing. • Support team efforts to load all borrower information into relevant bank platforms, including nCino. • Assist in the review of loan documents. Portfolio Management 55%: • Serve as a contact for borrowers, who are primarily solar developers. • Work closely with the loan servicing and closing teams to ensure all servicing requirements are properly understood, accurately completed, and performed in a timely manner. • Monitor quarterly payments through bank-controlled accounts and work jointly with Servicing and Borrower to resolve issues. • Monitor all aspects of borrower performance, including solar monthly production tracking and preparation of covenant calculations. • Track, review and prepare covenant waivers, annual reviews, loan amendments, and other credit materials as required. • Collect and review borrower documentation for solar installation funding requests and provide documentation for Servicing to fund such requests. Special Projects 5%: • Stay abreast of renewable energy industry trends. • Research and analyze new tax credit structures and renewable energy technologies. • Attend industry trade shows and conferences. Minimum Qualifications Include: Bachelor's Degree in related field 1-3 years of experience in a quantitative position. Financial modelling experience required. Experience and a demonstrated interest in solar/renewable energy a plus. High proficiency in Excel Excellent oral and written communication skills Ability to collaborate with a variety of stakeholders, both internally and externally College graduates with strong Excel skills and an interest in working in the renewable energy field will be considered. J-18808-Ljbffr
