Senior Loan Portfolio Analyst

Job Description

Overview

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!

Responsibilities

Manage a small portfolio of commercial real estate loans and support senior team members with key tasks on more complex commercial real estate loans.
Work 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.
Support Portfolio Managers and Senior Portfolio Managers with consent requests and various Lender requirements.
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.

Qualifications

Bachelor’s Degree, preferably in finance, real estate, or accounting.
2-5 years of experience in finance or accounting, finance asset management, or commercial lending.
Proficient in Microsoft Outlook, Excel, and Word with strong technical skills to support daily operations and reporting needs.
Knowledge of commercial real estate finance and commercial loan terminology.
Demonstrated expertise in financial modeling and analytical skills.
Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally.
Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients.
Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines.
Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting.
Strong attention to detail and a commitment to producing accurate, high-quality work.
Resourceful and proactive in identifying and resolving challenges appropriate to the role’s scope and impact.

Preferred Qualifications

Education: Bachelor’s Degree, preferably in finance, real estate, or accounting.
Work Experience: 2-5 years of experience in finance or accounting, finance asset management, or commercial lending

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About Company

This role supports a flexible schedule that prioritizes in‑office teamwork, with flexibility for remote work when appropriate.