Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Capital One · 19 hours ago

Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate

Capital One is a financial services company seeking an Analyst for their Specialty Underwriter & Portfolio Manager role in Healthcare Real Estate. This position involves underwriting new transactions, managing existing loan portfolios, and performing financial analysis with minimal oversight.

BankingCredit CardsFinanceFinancial Services
check
Comp. & Benefits
badNo H1Bnote

Responsibilities

Perform due diligence on industry and company performance; synthesize research and begin to draw conclusions; may start to lead diligence calls
Perform thorough financial analysis and identify disparities, risks, and creative ways to mitigate risk
Prepare financial modeling inputs with little guidance; understand model mechanics and consider overrides or exceptions
Analyze appropriate structuring options considering collateral
Write and prepare credit approval documents; provide meaningful contribution to internal meetings, including deal review and pipeline meetings
Coordinate and complete closing process requirements
Begin to shadow more senior underwriters on reviewing and negotiating legal documentation
Communicate with all external constituents; exhibit a sense of urgency toward meeting client requests
Provide feedback on term sheets, commitment letters and fee letters with guidance; basic understanding of credit documents
Prepare pricing model for complex deal structures and begin to understand drivers for pricing model outputs
Demonstrate ownership of a portfolio of existing customers with minimal guidance; may take on more complex or higher volume of accounts
Complete annual reviews and both material and non-material modifications independently and on time
Monitor and determine upgrades or downgrades to risk ratings
Ensure compliance with credit policies and procedures for existing accounts
Respond to requests from all internal and external stakeholders
Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities
Escalate and resolve problem accounts in partnership with other teams and specialists
Build relationships across function and business to foster collaboration between partner groups
Participate in internal initiatives to ensure the business is well-managed and operates efficiently

Qualification

Credit underwritingPortfolio managementFinancial analysisCommercial real estateExcelVBAGoogle ScriptsSQLCommunicationCollaboration

Required

Bachelor's Degree or Military Experience
At least 2 years of experience in credit underwriting, portfolio management or commercial real estate

Preferred

Bachelor's Degree in Accounting, Finance, or other relevant fields
Previous experience in underwriting or portfolio or asset management
Completed coursework or training in commercial real estate & credit risk management
High-level understanding of Excel, VBA, Google Scripts and/or SQL
At this time, Capital One will not sponsor a new applicant for employment authorization for this position

Benefits

A comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Company

Capital One

company-logo
Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.

Funding

Current Stage
Public Company
Total Funding
$5.45B
Key Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M

Leadership Team

leader-logo
Lo Li
CTO, Managing Vice President Retail Bank
linkedin
leader-logo
Daniel Arellano
Senior Vice President, Business Cards and Payments
linkedin
Company data provided by crunchbase