15 days old

Loan Portfolio Analyst I - (Commercial Real Estate Finance)

NorthMarq Capital
Dallas, TX 75201




Loan Portfolio Analyst I (Commercial Real Estate Finance)


This position requires a detail minded individual who would be responsible for property inspection review, financial statement analysis, watchlist/surveillance, draw requests, new loan audits, and other detailed projects for the Portfolio Management Department. Additional responsibilities may be added as company grows (In line with department goals and objectives).


**All Applicants must complete an online application to be considered

**All inquiries for this position, please contact Maddie Shillingstad in Human Resources at NorthMarq 



  • Plan and schedule own workload to most efficiently meet benchmarks within department.

  • Provide premier customer service to lenders, borrowers, other NorthMarq staff, and outside vendors.

  • Analyze property financial statements and tenant occupancy reports.

  • Review and assess commercial property inspections conducted by third party vendors and regional offices.

  • Work with customers to resolve any outstanding deferred maintenance.

  • Process borrower draw/escrow related requests.

  • Monitor maturing loans with regional offices.

  • Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.

  • Conduct loan surveillance through Borrower/Lender interaction and property analysis.

  • Conduct due diligence of loan documents to ensure proper loan setup and servicing of the loan.

  • Demonstrate continued growth and development towards the LPA II position.

  • Perform other reasonable tasks/projects as assigned within department.


Education:  Bachelors Degree, preferably in the finance, real estate or accounting area.


Work Experience:  1 to 3 years experience in finance or accounting.  Background in commercial lending or servicing preferred.


Demonstrated Technical Competencies to include:

  • Strong skills in Microsoft Outlook, Excel, and Word

  • Familiar with commercial loan terminology 

Demonstrated Professional Competencies to include:

  • Strong analytical and modeling skills

  • Excellent oral and written communication skills

  • Customer service oriented

  • Strong organizational and prioritization skills

  • Ability to work both independently and within a team, with minimal supervision

  • Ability to handle multiple projects and assignments; able to prioritize and meet deadlines

  • Demonstrated work ethic and willingness to work extended hours when necessary

  • Attention to detail and accuracy required

  • Problem solving skills to reflect level of responsibilities

  • Ability to maintain sensitive and confidential information

  • Ability to maintain positive attitude in all situatio


Posted: 2020-06-23 Expires: 2020-07-23

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Loan Portfolio Analyst I - (Commercial Real Estate Finance)

NorthMarq Capital
Dallas, TX 75201

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