Loan Workout - Analytics/Planning Analyst

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.


In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.


The anticipated salary range for this role is between $73,000.00 and $86,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description
Reporting to the Analytics/Planning Team Supervisor, the Analyst is responsible for analyzing and preparing various reports for Special Credit Group, coordinating and supporting the team from core operational tasks to administrative tasks.

Role Objectives: Delivery
Compile and prepare periodic credit reports related to SCG to various internal stakeholders including but not limited to Management, Credit Department, Risk Management Department, Controller, etc.
Maintain portfolio data by collaborating with related departments such as Risk Management Department, Controller, back offices., etc.
Prepare materials for regulator examinations, external and internal audits.
Lead remediation programs and initiatives related to the coverage of analytics/planning role such as develop and streamline the reporting process and data collection process, update credit related manuals.
Keep abreast of policies, procedures, and manuals regarding the problematic assets operation (including but not limited to self-assessment, write-off and reserve issues) to make sure the team to follow the latest.
Track deadlines of various deliverables (monitoring, covenant reporting, C&Is, etc) for the teams to comply with requirements.
Manage expense of the group complying protocols governing the budget.
Support new staffs onboarding.
Undertake other related tasks and projects as assigned
Qualifications and Skills
Strong analytical skill
Proficient in Microsoft Excel, Power Point, and Word
Finance or accounting knowledge is preferrable.
Work experience in financial services industry is preferrable.
Bachelor’s degree or equivalent is required.
Business fluency in English is required.
Excellent interpersonal, communication (written and verbal) skills.
Ability to work effectively with others and team oriented.
Additional Requirements
SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.


SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

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