Capital Markets Real Estate Portfolio Analyst
About The Position
At Regions, the Credit Products Real Estate Portfolio Analyst works to monitor loan and property performance and 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. The Credit Products Real Estate Portfolio Analyst is responsible for assisting in the monitoring and managing of a portfolio of commercial real estate loans to ensure optimal performance and compliance. This role requires strong organizational skills, the ability to manage multiple priorities, analyzing property-level financials, conducting surveillance, and assisting with servicing matters. The ideal candidate will be detail-oriented, proactive, and capable of working independently with minimal supervision.
Requirements
- Bachelor's degree in Finance, Accounting, Real Estate or a related field
- Ability to handle multiple assignments and meet deadlines
- Ability to 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
Responsibilities
- Facilitates portfolio surveillance to effectively monitor loan and property performance
- Monitors Key Performance Indicators (KPIs) and contributes to the property watch list process for problem assets
- Analyzes property-level financial statements and rent rolls for accuracy and performance trends
- Validates accuracy and assess property condition through property inspection reviews
- Assists with loan asset management and servicing matters, including: Payoffs and prepayments, Estoppels, lease reviews, and SNDAs, Reserves, escrows, draw requests, and cash management, Easements, financial reporting, inspections, post-closing items, and borrower requests
- Collaborates with loan asset management to proactively identify problem loans and develop monitoring plans
- Ensures customer data is accurate in the appropriate system of record
- Manages customer complaints and inquiries professionally and promptly
Benefits
- Paid Vacation/Sick Time
- 401K 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
