> Markdown version of [/jobs/ext/2504637-portfolio-monitoring-analyst](https://www.wearedevelopers.com/jobs/ext/2504637-portfolio-monitoring-analyst). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md).

---

# Portfolio Monitoring Analyst

- **Company:** Capital Farm Credit
- **Location:** Round Rock, TX, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Spreadsheets, Databases, Microsoft Office
- **Published:** August 9, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=a2377d27a3ceb2f0

## About the Role

* Bachelor's degree in Accounting, Finance or Business Administration, or equivalent work experience.
 * Two (2) to four (4) years of experience in the administration and analysis of credit., * Basic understanding of credit analysis, administration, and policy and procedures.
 * Strong analytical skills and attention to detail.
 * Ability to identify and resolve exceptions and to interpret data.
 * Effective verbal, written, and interpersonal communication skills.
 * Ability to read and comprehend credit write-ups and loan documentation.
 * Intermediate skill level in Microsoft Office applications, especially Microsoft Excel, Word.

## Description

* Assists Relationship Managers and Credit personnel with monitoring loans.
 * This involves the input and trend analysis of financial data and monitoring loan conditions and covenants across all industries to ensure consistency and compliance with approved credit agreements.
 * Works under moderate supervision to ensure timeliness, accuracy, and compliance in reporting requirements., * Spreads and analyzes financial statements to determine financial performance trends; including repayment capacity, liquidity, leverage, and capitalization trends, sources and uses of cash
 * Assists in the development of tools and templates for monitoring such loans
 * Completes validation, review, reconciliation, and trending of tested financial covenants and borrowing base certificates, using Excel, database or other tools
 * Manages review of reporting information with quick response on follow-up items
 * Analyzes all pertinent financial information and supporting reports; determines the need for additional information or more thorough investigation; analyzes information statements and related material
 * Reviews Credit Agreements and other loan documents to support covenant and reporting requirement monitoring and financial performance review
 * Communicates with Deal Teams regarding ongoing performance trends of assigned accounts
 * Reviews and understands chattel evaluations, collateral audits, and real estate appraisals
 * Analyzes tax returns for determination of repayment capacity
 * Develops spreadsheets and other automated tools for account financial performance monitoring, credit analysis, special projects, or presentations
 * Provides assistance to Relationship Managers, Special Assets Group, and Administrators in analysis, servicing and reporting of the Association's loans and leases
 * Compiles quarterly industry updates for various industries based on input from Credit Managers, portfolio data, and industry sourced data
 * Assists other Association personnel in completing projects as assigned
 * Other duties as assigned


## Related Videos

- [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com)
- [Launching a marketplace on-time: A lesson in taking shortcuts using spreadsheets!](https://www.wearedevelopers.com/videos/477-launching-a-marketplace-on-time-a-lesson-in-taking-shortcuts-using-spreadsheets)
- [Kubernetes and Microservices with Multi-Model Databases](https://www.wearedevelopers.com/videos/382-kubernetes-and-microservices-with-multi-model-databases)
- [From Global Capability Centers to AI-Powered Command Centers](https://www.wearedevelopers.com/videos/100096-from-global-capability-centers-to-ai-powered-command-centers)
- [Fault Tolerance and Consistency at Scale: Harnessing the Power of Distributed SQL Databases](https://www.wearedevelopers.com/videos/1146-fault-tolerance-and-consistency-at-scale-harnessing-the-power-of-distributed-sql-databases)
- [Branch your database like your code:  How schema changes and pull requests go hand in hand](https://www.wearedevelopers.com/videos/350-branch-your-database-like-your-code-how-schema-changes-and-pull-requests-go-hand-in-hand)

## Related Articles

- [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk)
- [Data Analyst Salary Austria](https://www.wearedevelopers.com/magazine/275-data-analyst-salary-austria)
- [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland)
- [Everything a Developer Needs to Know About MCP with Neo4j](https://www.wearedevelopers.com/magazine/604-everything-a-developer-needs-to-know-about-mcp-with-neo4j)
- [Starter Kit For Job Applications For Developers](https://www.wearedevelopers.com/magazine/7-starter-kit-for-job-applications-for-developers)
- [Your AI coding tool is getting used. But is it doing anything useful?](https://www.wearedevelopers.com/magazine/758-your-ai-coding-tool-is-getting-used-but-is-it-doing-anything-useful)