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3 results for Financial Data Analyst in Portland, ME

Sr. Credit Analyst

Portsmouth, NH
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to join a banking team in the Greater Boston area. This role focuses on evaluating commercial and consumer credit opportunities, assessing financial strength, and supporting sound lending decisions through thorough analysis and clear recommendations. The ideal candidate brings strong experience in underwriting, credit structuring, and portfolio support, along with the ability to partner effectively with lenders and deliver high-quality credit documentation. Responsibilities:• Evaluate borrower and guarantor financial information, including business and personal financial statements, tax returns, and supporting documents, to determine overall credit quality.• Gather required loan data from lenders and clients, then translate findings into clear credit assessments that support new requests and ongoing relationship management.• Develop written credit packages, financial models, narrative summaries, and risk commentary to assist lenders with informed credit decisions.• Examine loan files for accuracy and completeness, confirming that documentation is in order and collateral records are properly maintained.• Assess collateral position and repayment support to confirm alignment with internal lending standards and policy expectations.• Partner with commercial lending teams to identify risk factors, recommend appropriate deal structures, and support both new originations and renewals.• Prepare and update credit-related reports such as annual reviews, modification requests, loan presentations, and criticized asset commentary as needed.• Maintain organized credit files and assist with servicing needs, borrower inquiries, and follow-up items related to existing and prospective loan relationships.• Support underwriting and review activities for credit facilities across a range of exposure sizes while ensuring adherence to applicable banking regulations and internal procedures.
2026-05-04T00:00:00Z

Financial and Advisor Specialist

New Gloucester, ME
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Financial and Advisor Specialist to join a Contract team supporting students in New Gloucester, Maine. In this role, you will serve as a key point of contact for learners who need help understanding academic pathways, planning course schedules, and navigating financial aid-related questions. This position is well suited for someone who combines strong customer service instincts with confidence in advising conversations and administrative follow-through. The assignment offers the opportunity to contribute in a fast-paced office setting while delivering a positive student experience. Responsibilities: • Guide students through course planning and registration decisions by providing clear, timely advising support. • Respond to questions related to financial aid processes, payment matters, and available student support resources. • Discuss academic programs and potential career paths so students can make informed enrollment decisions. • Handle high-volume phone and in-person interactions with professionalism, empathy, and accuracy. • Complete account-related administrative tasks, maintain records, and support day-to-day office operations. • Assist with payment-related inquiries and help ensure student information is processed correctly. • Partner with the advising team to deliver consistent service and escalate complex student concerns when needed. • Support on-site operations by contributing to an organized, responsive, and student-focused office environment.
2026-05-05T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-04-10T00:00:00Z