Berkadia Looking for Junior Portfolio Analyst at Scottsdale, AZ Full Time

The Junior Portfolio Analyst acts as a liaison between investor, mortgage banker, underwriter, borrower, in the administration of loans. He/she will administer defined procedures, analyses, and reports but refers more complex work to senior staff. The Life Company Portfolio Analyst is responsible for the day-to-day deliverables and representing the function at a broader level.

• Analyze property level performance and determine if the loan property has the financial ability to meet its debt service requirements and to identify trends in the financial statements that could be of concern to the Company investors or other interested parties.
• Analyze real estate collateral data and information and perform financial analyses in accordance with investor requirements and determine whether additional follow up is necessary with borrowers to clarify financial statements.
• Review property inspections and insure collateral is maintained to document and lender standards while notating lease variances and health safety concerns.
• Work with the Portfolio Managers on updating investor Watchlist reports and any other related reports. Identify areas of risk at a loan level and portfolio level which may indicate the need for further review.
• Collect updated rent roll and leasing information as needed to analyze property performance.
• Review loan documents in conjunction with Watchlist triggers.
• Provide investors with timely, accurate, and pertinent information based on specific requirements.
• Assist Portfolio Managers with borrower requests including lease reviews, assumptions, modifications, condemnations, easements and reserves.
• Provide Portfolio Managers with market data research reports using tools such as Costar.
• Other duties as assigned.

What You Will Need To Be Successful

• Bachelor’s Degree, preferably in a real estate, business, or finance concentration or at least 2 years of relevant work experience.
• Understanding of financial statement and cash flow analysis.
• Knowledge of Microsoft Office software including Excel, Word, Outlook is required.
• Familiarity with or aptitude to work with loan servicing software such as McCracken/Strategy.
• Good oral and written communication skills.
• Strong analytical skills are required.
• Exceptional organizational and time management skills.
• Professional attitude and willingness to take initiative.
• Consistent level of high productivity.
• Ability to work independently and in a team environment.

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.

Berkadia complies with the law regarding reasonable accommodations for disabled applicants. Applicants who require reasonable accommodations to participate in the interview process should contact [email protected] to arrange for such accommodations.

Berkadia is an Equal Opportunity employer and complies with all applicable Federal, State and local laws concerning discrimination in employment. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.

By applying to this job opportunity you are acknowledging Berkadia’s Application Policy and Berkadia’s Privacy Policy. Applicants have rights under Federal Employment Laws. Please click the following links for more information: EEOC, Employee Rights under the FMLA, EPPA.