Senior Portfolio Analyst- Commercial Real Estate (Philadelphia, PA)

By | May 17, 2023

Lewis James Professional

                                                                                                                                                                  Senior Portfolio Analyst- Commercial Real Estate
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Portfolio Analyst- Commercial Real Estate for a direct hire opportunity with a financial services client.

Responsibilities:

  • Support the Commercial Real Estate Relationship Managers through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages.
  • Coordinate meetings to discuss new loan requests, renewals, current and adequate financial statement collection.
  • Complete specific Commercial Real Estate Relationship related underwriting including analysis and valuations.
  • Assist RMs with deal structuring and drafting credit request memos for deal-screen discussions with credit partners.
  • Analyze financial statements and document client performance, along with identified risk and risk factors.
  • Conduct loan portfolio concentration and trend analysis.
  • Generate industry and market analysis reports for production and credit staff.
  • Identify sales opportunities and cross sale opportunities within the existing loan portfolio.
  • Provide sales origination support and closing support to the CRE Relationship Managers.

Qualifications:

  • Bachelor Degree or the equivalent experience. Specialty: Finance, Economics, or Business Administration. (Required).
  • 7 or more years Commercial Credit. (Required).
  • 7 or more years Banking. (Preferred).
  • 2 or more years commercial real estate portfolio management. (Required).
  • Proficient Microsoft Office skills.
  • Efficient written & verbal communication skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3917. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3917. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V