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Financial Analyst II

Employer
The Judge Group
Location
Balboa, California, United States
Closing date
Jan 19, 2022

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Job Role
Finance Data Analyst
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Location: Newport Beach, CA
Description: Our client is currently seeking a Financial Analyst II

This job will have the following responsibilities:
  • • Collect and key financial statements for Pacific Life portfolio loans (including highly complex loans) into the loan servicing system and analyze against prior periods, underwriting projections, and budgets for financial performance variances, discrepancies, and trends.

    • Determine and document causes for variances in property performance via discussions with borrowers and co-lenders (for participated loans).

    • Monitor property rent rolls for early lease terminations and expiration of significant existing tenants.

    • Read loan documents and mortgage loan investment summaries to become familiar with and understand highly complex loans, in order to properly code, key, and analyze financial statements, including foreign currency loans, participations, mezzanine loans, B-pieces, construction loans, term loans.

    • Review loan documents and mortgage loan investment summaries to determine reporting requirements, loan covenants, and triggers, and set up reporting requirements and ticklers in loan servicing system, create excel templates to perform the tests and perform the tests on a monthly, quarterly or annual basis.

    • Perform cash reconciliations for loans requiring lockboxes or cash traps via analysis of bank account statements vs property income statements.

Qualifications & Requirements:
  • • 4-year college degree

    • Experience in commercial real estate or commercial loan servicing.

    • Experience reviewing and interpreting property, borrower, and guarantor financial statements, and commercial mortgage loan documents.

    • Strong knowledge of Excel and Word, and the ability to quickly learn new program applications.

    • Excellent organizational skills, ability to work in a fast-paced environment with established deadlines.

    • Strong customer service, verbal, and written communication skills.

    • Strong logical and analytical skills (ability to research, identify issues, and problem solve).

    • Ability to work independently and demonstrate initiative.

    TECHNICAL SKILLS

    Must Have
  • Experience in Commercial real estate or commercial loan servicing
  • Strong knowledge of Excel and Word, and the ability to quickly learn new program applications
If you're interested in a new role, please reach out to Praszl@judge.com!
Contact: praszl@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com

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