Loan Servicing Analyst

C James; City of Westminster; On-site; GBP 55,000 - 65,000; Full time

Job summary

A financial services company based in the City of Westminster is looking for a skilled Loan Servicing Analyst. The ideal candidate will manage various loan portfolios, prepare essential financial reports, and analyze operational data. With a strong background in financial analysis and proficiency in Excel, this role is suited for individuals with at least three years of experience in the commercial real estate sector. A degree in finance or a related field is required to effectively perform in this position.

Qualifications

• Minimum of 3 years experience in financial analysis or reporting.
• University degree or significant work experience in relevant fields.
• High proficiency in MS Office, especially Excel.

Responsibilities

• Prepare reports for banks and debt providers.
• Analyze financial and operating information.
• Manage multiple loan portfolios.
• Ensure compliance with loan covenants.
• Draft presentations and memos.
• Support discussions in meetings.
• Coordinate team efforts with affiliates or advisors.
• Review financial statements.

Skills

Financial analysis

Data analysis

Excel proficiency

Portfolio management

Presentation drafting

Market knowledge

Education

Degree in business, finance, accounting, economics, or real estate

Tools

MS Office

Excel

Job description

Loan Servicing Analyst

London, United Kingdom

Permanent

2025-07-15T11:12:41.580Z

4864011

Full time

£55k - £65k

Main Responsibilities

• Preparing or assisting in the preparation of reports for various parties as may be required, though mainly for banks and other debt providers
• Collecting, analysing and evaluating financial and operating information
• Understanding complex financial models in Excel
• Managing multiple loan portfolios
• Collecting and analysing Borrower reports (rent rolls, operating statements, covenants etc.) and ensuring compliance with loan covenants
• Supporting the drafting of presentations, memos or other pitch materials
• Attending team discussions and partner meetings
• Developing market knowledge such as; the terms of key leases, profiles of key tenants, market comparable, findings and conclusions from reports from third party advisors
• Coordinating team efforts (internally and/or with affiliate offices or third-party advisors)
• Review of financial statements (historically and/or on a pro forma basis)

REQUIREMENTS

• At least 3 recent years of experience in a financial analysis and/or reporting environment in the commercial real estate, mortgage or related industry
• A university degree (or significant work experience) in business, finance, accounting, economics or real estate
• High proficiency in MS Office (particularly Excel)