Portfolio Analyst

Portfolio Analyst

A Portfolio Analyst is sought to support the underwriting, servicing, and ongoing management of a commercial real estate loan portfolio. This individual will play a key role throughout the loan lifecycle, from underwriting and loan sizing to post-close portfolio management and borrower communication. The ideal candidate is analytical, detail-oriented, proficient in Excel, and comfortable working directly with borrowers while leveraging technology and AI tools to enhance efficiency.

Key Responsibilities

• Underwrite and service commercial real estate loans.
• Analyze financial information and assist in determining appropriate loan sizing.
• Communicate directly with borrowers regarding loan requests, documentation, and portfolio updates.
• Manage incoming loan-related correspondence and documentation.
• Prepare and maintain asset summaries, quarterly portfolio reports, and loan balance updates.
• Monitor existing loans and support ongoing portfolio management activities after closing.
• Maintain accurate records and reporting using primarily Excel-based systems.
• Utilize AI-powered tools and technology to improve workflow efficiency and portfolio analysis.
• Collaborate with internal stakeholders to support portfolio performance and client service objectives.

Required Qualifications

• Experience in commercial real estate lending, underwriting, portfolio management, credit analysis, or a related field.
• Strong Microsoft Excel skills with the ability to organize, analyze, and report on financial data.
• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills.
• Comfortable interacting directly with borrowers and building professional relationships.
• Open to learning and utilizing AI tools and emerging technologies.
• Ability to work independently in a remote environment.
• Bachelor's degree in Accounting, Finance, or an equivalent field of study from an accredited university.

Preferred Qualifications

• Commercial real estate lending or loan servicing experience.
• Experience preparing loan, asset, or portfolio-level reporting.
• Knowledge of commercial loan administration and portfolio management processes.
• Experience communicating with borrowers throughout the loan lifecycle.
• Demonstrated use of large language models and agentic AI tools to perform substantive analytical work.

What Will Set Candidates Apart

• Commercial real estate background, particularly in underwriting and servicing loans.
• Experience managing loan portfolios and preparing asset performance summaries.
• Confidence in picking up the phone and proactively communicating with borrowers.
• Experience leveraging technology to improve operational efficiency.

Important Notes

• Candidates with a commercial real estate lending background are strongly preferred.
• Candidates whose experience is primarily limited to residential mortgage lending are not a fit for this role.
• The ability to manage borrower relationships and communicate effectively is critical to success in this position.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.