Portfolio Analyst

Major Responsibilities

• Perform ongoing asset management and surveillance activities to identify and monitor risk.
• Review property inspections reports and identify mitigation strategies for all life/safety and deferred maintenance issues.
• Review Draw Requests to ensure proper documentation has been received and make recommendation for lender approval.
• Review reserve withdrawals to reimburse Borrowers for eligible expenditures and recommend approvals to Management.
• Affiliate with tracking and monitoring of BERTS, to track borrowers’ progress in fulfilling their post-closing responsibilities such as immediate repairs, third party tests, and timely financial reporting.
• All internal systems used in tracking and storing related information to be updated.
• Review and spread property financial data to be subsequently analyzed by the Asset Managers and included as part of a quarterly/annual assessment to the lender.
• Provide excellent customer service to all stakeholders by promptly and accurately responding to submitted questions and information requests.
• Foster good working relationships with other internal teams.
• Manage letter campaign process to notify Borrowers of submission requirements.
• Monitor and track receipt of monthly/quarterly financials.
• Work with Asset Managers to provide materials and information to enable vendors to perform inspections and PCAs and communicate with Borrowers.

Minimum Requirements

• No prior experience required.
• Undergraduate business degree in general accounting, banking, finance, or real estate is preferred.
• Ability to manage multiple assignments, meet tight deadlines, coordinate, and communicate effectively and cultivate new and existing relationships.
• Good analytical, oral, and written communication and presentation skills.
• Self-starter able to work independently.
• Ability to work effectively in a diverse environment.
• Creative and flexible approach to problem solving and organizational challenges.
• Proficiency in Microsoft Office Products.