Capital Markets Real Estate Portfolio Analyst
Listed on 2026-07-01
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Finance & Banking
Financial Analyst, Loan Servicing, Credit Analyst, Portfolio & Asset Management
Job Description
The Credit Products Real Estate Portfolio Analyst monitors loan and property performance, key performance indicators, and assists with asset management and servicing of a real estate loan portfolio. This group provides client‑specific off‑balance‑sheet financing solutions through its various Agency Products – Fannie Mae, Freddie Mac, and HUD.
Primary Responsibilities- Facilitate portfolio surveillance to monitor loan and property performance
- Monitor KPIs and contribute to the property watch list process for problem assets
- Analyze property‑level financial statements and rent rolls for accuracy and performance trends
- Validate accuracy and assess property condition through property inspection reviews
- Assist with loan asset management and servicing matters, including payoffs, prepayments, estoppels, lease reviews, SNDAs, reserves, escrows, draw requests, cash management, easements, financial reporting, inspections, post‑closing items, and borrower requests
- Collaborate with loan asset management to identify problem loans and develop monitoring plans
- Ensure customer data is accurate in the appropriate system of record
- Manage customer complaints and inquiries promptly and professionally
- Bachelor's degree in Finance, Accounting, Real Estate, or a related field
- Handle multiple assignments and meet deadlines
- Work independently and responsibly with minimal supervision
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
- Strong attention to detail, prioritization skills, and responsiveness
- Strong communication skills, oral and written
- Understanding of all aspects of loan servicing functions
Full time
Compensation DetailsPay ranges are job specific. Target information for the Metropolitan Statistical Area Market Range includes a minimum range of $53,299.21 USD and a median of $77,700.00 USD. This role is incentive eligible and may participate in a discretionary incentive plan.
Benefits Information- Paid Vacation/Sick Time
- 401(k) with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Atlanta, Georgia (Midtown)
Equal Opportunity EmployerRegions is an Equal Opportunity Employer, including Disabled/Veterans.
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
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