Institutional Loan Portfolio Analyst

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 25 days of paid time off and 8 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

Responsibilities:

• Create performance management reporting packets and dashboards to provide leadership with insights on Institutional Lending Program performance for both new originations and the existing book of business.

• Review yield and variance reports for management, research and work with Finance to identify variance causes.

• Reviews monthly loan trial balances and servicing reports to identify data quality concerns and work with Data and Insights team to ensure integrity of lending data.

• Assist with the annual budget process for the Revenue Office including Institutional Lending. Document assumptions and lead engagement with Finance in preparation of forecasts.

• Collaborate with the Credit Risk team to identify emerging risk trends in the Institutional Lending Portfolio and engage with ILP leadership to develop response plans.

• Analyze new program lending opportunities under consideration in comparison to risk adjusted yield targets, compliance with lending policies and risk tolerance.

• Use analytical tools to build automation in processes to ensure staff time and attention is devoted primarily to risk reducing and revenue generating activities rather than data input.

• Document processes and procedures to ensure all processes are auditable and repeatable.

• Assist with special projects, financial analyses, and forecasting.

Position Requirements:

• This position is Remote.

• Bachelor's degree or commensurate experience is Required.

• 3+ years of analyst experience within a financial institution is Required.

• Requires advanced skills in excel and report running, with a solid understanding of database principles.

• Ability to analyze complex financial data, identify trends, and develop effective solutions.

• Proficient Excel experience is Required.

Connexus Credit Union's Employer Recognitions:

• 2024 Best in Class Employer, Gallagher

• 2025 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35