Loan Portfolio Analyst II jobs in United States
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Northmarq · 1 week ago

Loan Portfolio Analyst II

Northmarq is a unique capital markets resource for commercial real estate investors, providing clients access to experts in various financial services. The Loan Portfolio Analyst II will be responsible for financial analysis, risk management, and customer service related to commercial mortgage loans, while managing relationships with Life Insurance Company Lenders.

Real Estate Investment
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Financial modelingCommercial real estate financeAnalytical skillsMicrosoft ExcelCustomer serviceWritten communicationVerbal communicationAttention to detailOrganizational skills

Required

Bachelor's Degree, preferably in the finance, real estate, or accounting
2-5 years of experience in finance or accounting, finance asset management, or commercial lending
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 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

Benefits

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!

Company

Northmarq

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As a company built on the founding principle of integrity, we’re invested in your success.

H1B Sponsorship

Northmarq has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Ani Paulson
Senior Vice President
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JoAnn Neau
Chief Marketing Officer
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Company data provided by crunchbase