Analyst, Surveillance

Purpose and Job Summary The Surveillance Analyst position will provide servicing and asset management support on loans originated by Lument Real Estate Capital, effective from when the loan closes through the time in which the loan pays off or is liquidated. In this position, the team member will be responsible for managing various tasks throughout the loan servicing process, including but not limited to collecting financial and inspection information, analyzing and entering property operating statements, rent roll data, and property inspection information. Essential Duties and Responsibilities Assist with the collection, review, and preliminary analysis of property operations statements by specified due dates in a timely manner. Review and analyze property financial operations per established investor chart of accounts and internal guidelines. Analyze property financial operations for trends and risk indicators. Review rent roll information for accuracy and identify risk and market trends. Assist with watch‑list commentary as needed, identifying variance and providing commentary. Assist with site inspection documentation, tracking inspection details, communicating with borrowers and management agents, processing follow‑up documentation, and delivering information to investors. Respond to all internal and external customer inquiries in a timely, accurate, and professional manner. Cross‑train in various functions of the department as directed by the manager. Provide regular status updates to the manager regarding any outstanding items or deadlines. Work professionally and harmoniously with the team and coworkers. Perform other projects and duties as assigned. Education, Skills and Experience – Required Associate or bachelor’s degree preferred. 1–2 years’ experience in commercial loan servicing a plus. Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), all investors, legal counsel, and others. Excellent customer service attitude. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Creative and effective problem‑solving skills, excellent organizational and analytical skills, focus and attention to detail. Ability to effectively self‑manage and work independently while functioning as a highly effective member of the team. Positive attitude and willingness to take initiative to seek out additional tasks and responsibilities. Ability to manage multiple assignments and transactions simultaneously. Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation). Flexibility and ability to work under pressure with tight deadlines and constant interruptions; ability to adjust priorities in a changing environment. This position requires access to sensitive and confidential information; it is expected that this information remain both internally and externally to the company as applicable. Preferred Life at ORIX: a commitment to employee health and well‑being, competitive benefits including healthcare, financial protection, vacation policy, floating personal holidays, extensive leave options, observed holidays, and family‑care benefits such as infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave. Hybrid work model with a 3‑day in‑office minimum. Equal Employment Opportunity ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment. Contact Learn more about ORIX USA at #J-18808-Ljbffr Orix Corporation USA