Capital Markets Real Estate Portfolio Analyst

$61,441 - $84,310/Yr

Regions Financial - Pasadena, CA

Full-time - Mid Level

Pasadena, CA

Credit Intermediation and Related Activities

About the position

The Capital Markets Real Estate Portfolio Analyst at Regions works within the Real Estate Capital Markets Project Finance Group to monitor loan and property performance, assist with asset management, and service a real estate loan portfolio. This role involves analyzing financial statements, managing customer inquiries, and developing strategies for problem loans, all while ensuring accurate data management and compliance with company policies.

Responsibilities

• Portfolio surveillance to effectively monitor loan and property performance
• Monitors Key Performance Indicators and contributes to the property watch list process for troubled assets
• Analyzes loan level financial statements, rent rolls, and inspection reports
• Assists 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
• Performs complex research and arrives at resolution
• Works with Management to proactively identify problem loans and develop monitoring plans
• Recommends and assists with the execution of loss-minimizing recovery strategies such as workouts, restructures, and/or foreclosure
• Ensures customer data is accurate in the appropriate system of record
• Manages complaints and inquiries in a professional manner for customers

Requirements

• Bachelor's degree in Finance, Accounting, Real Estate or related field
• A high school diploma or GED and three (3) years of commercial real estate experience, preferably with loan servicing and surveillance
• Proficient in Microsoft Office (Outlook, Word, Excel)
• Strong communication skills (both oral and written)
• Understanding of all aspects of loan servicing functions

Nice-to-haves

• Ability to handle multiple assignments
• Ability to work independently and responsibly with little supervision
• Attention to detail, prioritization skills, and responsiveness

Benefits

• Health savings account
• Health insurance
• Dental insurance
• Flexible spending account
• Parental leave
• Employee assistance program
• Vision insurance
• 401(k) matching
• Life insurance