BWE · 3 hours ago
Portfolio Analyst
Cleveland, OH
Full-time
Onsite
New Grad, Entry Level
$29/hr - $31/hr
0+ years expBWE is seeking a Portfolio Analyst who will support the Asset Manager in identifying and mitigating various risks impacting the Servicing Portfolio. The role involves implementing risk management activities and collaborating with team members and stakeholders to ensure effective asset management and surveillance.
BankingFinanceFinancial ServicesLendingReal EstateReal Estate Investment
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
Assist 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
Qualification
Required
No prior experience required
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
Preferred
Undergraduate business degree in general accounting, banking, finance, or real estate
Benefits
Medical
Dental
Vision
Paid time off
401k match
Paid parental leave
Education assistance
Company
BWE
BWE stands as a national, full-service commercial and multifamily mortgage banking company committed to elevating real estate financing.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$112.19MKey Investors
U.S. Department of Housing and Urban Development
2024-11-13Debt Financing· $43.24M
2016-10-12Debt Financing· $68.95M
Leadership Team
DJ Effler
Chief Executive Officer
Denise McGee
Retired Professional / Former Chief Human Resource Officer
Recent News
Company data provided by crunchbase