Senior Loan Portfolio Analyst

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.

Review and make recommendations for releases from reserves, including replacement, repair, capital expenditure, TI/LC, and insurance loss.

Analyze 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.

Follow up with borrowers to resolve any post-closing deferred maintenance items or other high-risk items identified during the annual inspection.

Process insurance loss requests, manage proceeds, and monitor the restoration of the property.

Calculate and coordinate loan payoff requests, including yield maintenance calculations.

Manage a small portfolio of commercial real estate loans and support senior team members with key tasks on more complex commercial real estate loans.

Working with multiple Life Insurance Company lenders to provide exemplary client service, ensuring strict adherence to each lender’s distinct guidelines and requirements.

Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices.

Follow up with borrowers and management companies regarding variances and general income and expense questions.

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.