Financial Analyst, Surveillance
About The Position
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans. Our Servicing experts are the borrower’s primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D’s Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch’s highest-rated Servicers, with a rating of CPS1-.
Requirements
- 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.
- 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.
Nice To Haves
- Power BI and servicing software experience is a plus.
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 escalate 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.
Benefits
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
- Career development opportunities
- Empowerment and encouragement to give back – volunteer hours and donation matching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
