What are the responsibilities and job description for the Portfolio Analyst position at Provide?
At Provide, we're building a team of dedicated professionals who are passionate about helping our communities' healthcare providers achieve their dreams of practice ownership through great people and innovative technology. And we do so by leading with empathy, humility, authenticity, and collaboration, to name a few of our core values.
Does this sound like you? Apply to join our team today.
About Provide
Powered by Fifth Third Bank, Provide is on a mission to financially empower healthcare providers with great people and innovative technology. As the leader in tech-enabled financial services for aspiring and established healthcare practice owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products – enabling providers to achieve their ownership dreams, realize financial independence, and improve the industry’s standard of care. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021 and in 2023 was named one of Fast Company’s Most Innovative Companies.
Our Team Is Growing
Responsible for monitoring and servicing the assigned portfolio. While acting as the main point of contact for customers, ensures a superior client experience. Responsible for all aspects of portfolio management for assigned portfolio and supporting the credit team.
As a Provide and Fifth Third Bank team member, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
A Day In The Life
These are the most significant job duties performed. The size, scope and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically mentioned may also be assigned.
Portfolio Analyst
Total Base Pay Range 47,000.00 - 87,000.00 USD Annual
LOCATION -- Columbus, Ohio 43215
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Does this sound like you? Apply to join our team today.
About Provide
Powered by Fifth Third Bank, Provide is on a mission to financially empower healthcare providers with great people and innovative technology. As the leader in tech-enabled financial services for aspiring and established healthcare practice owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products – enabling providers to achieve their ownership dreams, realize financial independence, and improve the industry’s standard of care. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021 and in 2023 was named one of Fast Company’s Most Innovative Companies.
Our Team Is Growing
Responsible for monitoring and servicing the assigned portfolio. While acting as the main point of contact for customers, ensures a superior client experience. Responsible for all aspects of portfolio management for assigned portfolio and supporting the credit team.
As a Provide and Fifth Third Bank team member, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
A Day In The Life
These are the most significant job duties performed. The size, scope and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically mentioned may also be assigned.
- Communicate regularly with key stakeholders in critical areas such as, documentation preparation, credit services, treasury management, asset management and credit administration departments as it pertains to customers’ needs, products & services offered, and the loan process.
- Recognize and communicate opportunities for process efficiency improvements and/or productivity enhancements to benefit the department and/or company.
- Oversee the collection of quarterly and annual financial statements.
- Review financial statements and identify any changes in business performance or risk profile.
- Assist credit team and leadership in supporting customers experiencing financial or general business hardship.
- Field, fluently answer, and escalate as necessary questions from customers about new financing and/or business opportunities.
- Undergraduate degree in finance, accounting, economics, investments, business, data analysis, or related mathematical or quantitative discipline.
- Experience in customer service or other customer-facing position.
- Familiarity with business financial statements, including income statements, balance sheets, and cash flow statements.
- Excellent written and verbal communication skills, particularly in helping customers feel comfortable on the phone.
- Prefer at least one full year of experience in commercial underwriting, portfolio management, or a similar financial analysis position.
- Prefer experience reviewing personal credit reports, business tax returns, personal tax returns, and personal balance sheets.
Portfolio Analyst
Total Base Pay Range 47,000.00 - 87,000.00 USD Annual
LOCATION -- Columbus, Ohio 43215
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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