First Liberty Bank Energy Banking Portfolio Analyst

ONLY COMPLETED APPLICATIONS WILL BE CONSIDERED FOR AN INTERVIEW

Job Description:

The Energy Banking Portfolio Analyst will support the Energy Banking team through high-level organization, data management and portfolio analytics. This position will maintain and streamline databases, enhance reporting and collateral tracking, and provide analytical insight into current credit and collateral positions. This position reports to the Energy Banking Division Manager.

Primary Responsibilities:

• Maintain and continuously improve the Energy Banking collateral and loan tracking database
• Compile and analyze portfolio reports showing exposure by borrower, operator, basin, collateral, etc.
• Aggregate engineering and financial data to support borrowing base reviews and internal valuations
• Develop and automate recurring reporting in Excel or Power BI
• Ensure data integrity and consistency across internal systems, spreadsheets and core bank exports
• Coordinate with credit administration and loan operations to ensure accurate covenant tracking, tickler maintenance and document exceptions
• Prepare data packages and portfolio summaries for relationship reviews, audits and credit meetings
• Assist with ongoing engineering report integration and sensitivity analyses for reserve-based lending
• Support process improvement and workflow optimization across the team – identify inefficiencies and propose solutions
• Maintain detailed records and audit-ready files on each relationship, emphasizing consistency and accuracy

Required Qualifications & Experience:

• Bachelor’s degree in finance, Accounting, Energy Management, Petroleum Engineering, or related fields
• 3-7 years of relevant experience, ideally in:
  • Oil and gas finance, accounting or reserves management, or
  • Energy lending or reserve-based finance
• Strong Excel and data management skills (experience with Power Query, Power BI or SQL a plus)
• Experience managing large data sets and ensuring data quality / reconciliation across systems
• Strong understanding of oil and gas financials, production data and engineering report structure
• Excellent organizational skills – ability to track volumes of information at a detailed level
• Strong communication skills, with the ability to distill complex data into clear summaries for management
• Self-starter who can identify and implement process improvements independently

• Detail-focused, process-oriented, and proactive in organizing information
• Comfortable bridging engineering and financial data
• Works well in a small, high-performing, team where accuracy and accountability are critical thinking skills.
• Contributes a unique perspective and new ideas to our team
• Aligns with our core values of being kind, genuine, and serving the relationships we establish.

PHYSICAL REQUIREMENTS & WORKING CONDITIONS: Sitting or standing for long periods of time, walking, finger dexterity, repetitive motions, talking, hearing and visual acuity. Professional office environment. Occasional lifting of storage boxes.

FIRST LIBERTY BANK IS AN EQUAL OPPORTITY EMPLOYER – Vets/Disabled