Multifamily Loan Portfolio Specialist

Columbia Bank; Irvine (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Tuition assistance

Job summary

Columbia Bank is seeking a Portfolio Analyst to manage a multifamily loan portfolio, interface with clients and internal teams, and ensure accurate financial data and documentation. You will identify opportunities to deepen banking relationships and protect the bank’s interests.

The role involves collecting financial statements, tax returns, insurance, title work, and monitoring borrower repayment ability, with onsite work at Irvine, CA.

Qualifications

• Deep understanding of income producing real estate and related laws.
• Proficient in analyzing financial statements, operating statements, leases, rent rolls, and tax returns.
• Strong written and verbal communication with multi-tasking abilities.

Responsibilities

• Interface with multifamily clients and internal bank departments as the primary contact.
• Monitor and analyze a large multifamily loan portfolio to assess loan requests.
• Prepare pre-flight analyses on assumptions and new business requests per bank guidelines.
• Coordinate with Servicing and LSS teams to collect financial data and ensure file accuracy.
• Notify clients about rate adjustments and identify opportunities to deepen relationships.

Skills

Real estate analysis

Financial statement analysis

Rent rolls

Customer service

Tools

Streets & Maps

Excel

Word

Outlook

Job description

Columbia Bank is seeking a Portfolio Analyst to manage a multifamily loan portfolio, interface with clients and internal teams, and ensure accurate financial data and documentation. You will identify opportunities to deepen banking relationships and protect the bank’s interests.

The role involves collecting financial statements, tax returns, insurance, title work, and monitoring borrower repayment ability, with onsite work at Irvine, CA.