Loan Analyst
Job ID
13447
Posted
30-04-2021
Service line
Advisory Segment
Role type
全職
Location(s)
Houston - Texas - United States of America

RESPONSIBILITIES  

Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios.


ESSENTIAL DUTIES AND RESPONSIBILITIES  

Perform basic customer service functions of answering borrower's questions via email and telephone about their commercial mortgages, includes researching information to obtain proper answers

Monitor delinquency reports and contacting borrowers for status on loan payments

Monitor suspense reports and researching loan records to identify where funds received should be posted and contacting borrowers for reason for sending in funds

Following up with borrowers on the status of required repairs and reporting results to Portfolio Managers and Lender clients

Contacting borrowers to collect required operating statements, rent rolls and other financial reports

Update internal loan servicing system and external ender client systems with status of various lender consent items

Assist Portfolio Managers and Portfolio Analysts in the day-to-day functions of Portfolio Management as needed.


SUPERVISORY RESPONSIBILITIES  

No formal supervisory responsibilities in this position.

 

 

QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and EXPERIENCE  

High School diploma or General Education Degree (GED) required with 0 - 2 years related experience. Bachelor's degree from a four-year college or university preferred.


CERTIFICATES and/or LICENSES  

None


COMMUNICATION SKILLS  

Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.


FINANCIAL KNOWLEDGE  

Ability to calculate simple figures such as percentages.


REASONING ABILITY  

Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.


OTHER SKILLS and ABILITIES  

Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.


SCOPE OF RESPONSIBILITY  

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.