Analyst, Loan Servicing and Financial Analysis

Responsibilities

• Manages and assists with collecting, preparing, reviewing and processing loan related documents for the loan closing process.
• Confirms and certifies that all transaction requirements are satisfied prior to closing, including necessary approvals and documentation.
• Serves as an additional point of contact for lenders, appraisers, and other property inspectors related to loan maintenance.
• Affixes assist in reviewing draft loan documents for accuracy and completeness prior to closing.
• Manages the entire loan signing process.
• Collaborates with lenders, outside counsel, and title/escrow to guarantee timely funding and closing.
• At loan closing, verifies that full set of loan documents are accurately scanned and filed.
• Ensures that any post-closing loan requirements are tracked and completed.
• Prepares various property refinance, cash flow, or rent reduction analyses as needed.
• Helps manage loan portfolio tracking for construction loans and perm loan maturities, and monitors interest rates to strategically plan refinances.
• Assists with property insurance portfolio renewal and maintenance.
• Ensures compliance with all policies and standards, as well as state, federal and other regulatory bodies.

Qualifications

• 4+ years of banking, loan administration, finance, or accounting experience, with demonstrated proficiency in preparing various financial analyses and proficiency in Microsoft Excel.
• Ability to work under pressure with numerous strict deadlines.
• Work hours approximately 7:30 am to 4:30 pm. Occasional overtime to meet urgent deadlines.

Preferred

• Bachelor’s Degree in Arts/Sciences (BA/BS) in Accounting, Finance, Economics, Business Administration, or Real Estate.

Experience

• Demonstrated proficiency in preparing various financial analyses and proficiency in Microsoft Excel.
• Experience in a banking, construction, or commercial real estate environment.

Knowledge/Skills/Abilities

• Strong Microsoft Excel, Word, and Outlook skills.
• Ability to read, analyze, and interpret financial reports and legal documents.
• Strong attention to detail, highly organized, and competent analytical abilities.
• Excellent problem-solving skills and sound judgment in making finance decisions.
• Ability to multitask and manage competing priorities with strict deadlines in a fast-paced environment without compromising accuracy and missing targets.
• Strong business writing and verbal communication skills for interaction with management, project teams, and external partners.
• Self-motivated individual with the ability to work independently and collaborate effectively across departments.
• Demonstrated professionalism, diplomacy and composure; flexible and able to adapt to a variety of situations.

Benefits

• Medical, dental, and vision insurance.
• Paid time off.
• Tuition Reimbursement.
• 401K.
• Paid time to volunteer in your local community.

Compensation Information

$75,000.00 - $93,000.00 / Annually

Company Information

PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.