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Loan Portfolio Analyst II

Dallas, Texas, United States
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! 
 

Purpose

This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives).

 

Essential Accountabilities

  • Plan and schedule own workload to efficiently meet benchmarks within the department.
  • Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices.
  • Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations.
  • Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders and other investors.
  • Follow up with borrowers and management companies regarding variances and general income and expense questions.
  • Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss.
  • Monitor maturing loans and provide the required notices to borrowers.
  • Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
  • Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
  • Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.
  • Calculate and coordinate loan payoff requests, including yield maintenance calculations.
  • Monitor and collect outstanding mortgage payments, carefully documenting collection efforts.
  • Grow and develop strong relationships with Northmarq’s Life Insurance Company Lenders.
  • Serve on procedure committees updating policies and procedures for Portfolio & Asset Management.
  •  Introduction to training and mentoring across teams on areas of expertise including analysis underwriting and general CRE knowledge
  • Perform other reasonable tasks/projects as assigned within the department.

 

QUALIFICATIONS:

Education

  • Bachelor’s Degree, preferably in the finance, real estate, or accounting.

Work Experience

  • 2-5 years of experience in finance or accounting, finance asset management, or commercial lending

 

Demonstrated Technical Competencies to include:

  • Proficient in Microsoft Outlook, Excel, Word with strong technical skills to support daily operations and reporting needs.
  • Knowledge of commercial real estate finance and commercial loan terminology

 

Demonstrated Professional Competencies to include:

  • Demonstrated expertise in financial modeling and analytical skills
  • Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally.
  • Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients.
  • Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines.
  • Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting.
  • Strong attention to detail and a commitment to producing accurate, high-quality work.
  • Resourceful and proactive in identifying and resolving challenges appropriate to the role’s scope and impact.
  • Trusted to handle sensitive and confidential information with the utmost discretion and integrity.
 

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!

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