Financial Analyst, Surveillance

Responsibilities

• Perform, coordinate, record, and review annual property inspections, including scheduling and follow-up with property representatives/borrowers and inspectors (in‑house and third‑party)
• Organize and manage all inspection files and documentation
• Analyze inspection findings to assess risk, identify performance concerns, and support Watch List recommendations
• Manage and oversee the quarterly financial analysis process for all portfolio loans
• Conduct quarterly financial analysis for multifamily and commercial loans (collect data, analyze statements, summarize findings, recommend adjustments/solutions)
• Assist with quarterly Watch List updates (occupancy, concession levels, performance metrics)
• Monitor financial performance for early signs of distress and elevate issues to senior team members
• Manage communications collecting operating statements for analysis
• Process repair, completion, and other special escrows
• Update internal and external portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems, etc.)
• Organize and maintain Asset Management electronic records (contact database, inspection files, reports)
• Support data integrity and trend tracking related to portfolio‑level risks
• Assist in the creation of routine and ad hoc portfolio reports
• Research macroeconomic data and property performance data for individual markets
• Review data to determine the most effective ways to present meaningful trends
• Create reports and dashboards focused on ongoing property and loan performance trends
• Communicate with clients to determine appropriate loan arrangements as needed
• Perform other duties as assigned

• Bachelor's degree in economics, business, finance, or a related field or equivalent experience strongly preferred
• Previous experience in the real estate industry is preferred
• Computer skills including MS Outlook, MS Excel, and experience with database software
• Power BI and servicing software experience is a plus
• Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner
• Strong written and verbal communication skills
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
• Ability to travel and operate a motor vehicle