Loan Asset Management Analyst

Peachtree Hospitality Management; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

A leading company in hospitality management is seeking a detail-oriented financial analyst to manage loan information and reporting data. The ideal candidate will possess strong communication and project management skills, with a background in finance or related fields. Responsibilities include maintaining renovation budgets, analyzing loan data, and collaborating with various stakeholders to ensure compliance and effective financial operations.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field.
• Familiarity with hotel reporting including profit and loss statements.

Responsibilities

• Maintain loan information and reporting data, coordinate payments.
• Review and analyze draw requests, coordinate with borrowers.
• Facilitate the onboarding of new investments.

Skills

Communication

Project Management

Data Interpretation

Education

Bachelor’s degree in finance

Bachelor’s degree in economics

Bachelor’s degree in accounting

Bachelor’s degree in real estate

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Duties and Functions:

• Work with borrowers to maintain loan information and reporting data, coordinate payments as well as address loan requests.
• Maintain renovation budgets, review and analyze draw requests, and coordinate with borrowers, construction monitoring firms, loan participants, and others to process and fund loan draws.
• Organize and analyze loan data including payment histories, escrow analyses, and other reporting needs.
• Facilitate the onboarding of new investments.
• Coordinate and create real and prospective loan return analyses to be used to make informed investment decisions and to calculate realized loan level returns.
• Ad-hoc review of loan documents to ensure compliance with loan covenants and restrictions.
• Work with accounting teams to transfer funds and resolve payment issues as needed.
• Work with the team on other related tasks as needed.

Knowledge, Skills & Abilities:

• Strong communications (verbal and written), organization and presentation skills.
• Exceptional project management skills. Effective in prioritizing work and following through on commitments relating to a wide variety of tasks.
• High degree of initiative and ability to work effectively in teams or independently.
• Comfortable aggregating and interpreting data from a wide variety of sources.
• Highly proficient with Microsoft Excel, Word, and PowerPoint.
• Collaborative approach with business partners at all levels of the organization.

Education and Experience:

• Bachelor’s degree in finance, economics, accounting, real estate or related field.
• Familiarity with hotel reporting including profit and loss statements, balance sheets, marketing reports, and STR reports.

Equal Opportunity Employer
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