Job Summary: The Portfolio Specialist is responsible for creating and automating dashboards that provide comprehensive insights into the banks loan portfolio. This role requires proficiency in handling large datasets using SQL and Tableau, and familiarity with loan products to conduct in-depth portfolio analysis. The Portfolio Specialist will support data-driven decision-making by automating reports, analyzing loan performance, and contributing to the development of lending strategies. Strong data management and analytical skills, along with attention to detail, are crucial for success.
Key Responsibilities:
Dashboard Creation and Automation:
- Develop and automate dashboards in Tableau to monitor loan portfolio performance.
- Work with large datasets to extract, transform, and load data efficiently using SQL.
- Ensure dashboards provide accurate and up-to-date insights on loan performance, risk indicators, and trends.
Big Data Handling:
- Manage and process large volumes of loan data, ensuring data integrity and accuracy.
- Utilize SQL to perform data extraction and manipulation for reporting and analysis purposes.
- Collaborate with data teams to streamline data pipelines and improve reporting efficiency.
Loan Product Analysis:
- Conduct detailed analysis of loan products to identify performance trends, risks, and opportunities.
- Leverage data-driven insights to support the development and optimization of lending strategies.
- Provide recommendations for improving loan product performance based on quantitative analysis.
Stakeholder Reporting:
- Prepare automated reports and dashboards for internal stakeholders to review portfolio performance.
- Present analysis and insights to support decision-making on loan products and portfolio management.
- Respond to stakeholder inquiries regarding loan portfolio performance and strategy.
Risk Management and Compliance:
- Monitor key risk indicators within the loan portfolio and ensure alignment with the banks risk appetite.
- Conduct scenario analysis and stress testing to assess potential portfolio risks.
- Ensure compliance with regulatory requirements and support regular audits through accurate reporting.
