Real Estate Loan Analyst - Portfolio & Financial Analysis

KeyBank; Dallas (TX); On-site; USD 63,000 - 96,000; Full time

Job summary

KeyBank in Dallas is seeking an analyst to review and analyze periodic property operating statements and borrower financial statements, ensuring accuracy and timeliness across a portfolio of real estate loans.

You will prepare monthly asset status sections, assist with trust communications, site-inspection prep, and coordinate third-party reports. Strong Excel/Word/Access skills and ability to manage multiple tasks in a high-volume environment are essential.

Qualifications

• College degree or equivalent job-related experience.
• Strong Excel, Word and Access skills.
• Experience in commercial real estate loan credit analysis, underwriting, closing or loan servicing.
• Some travel required.
• Well-developed written and verbal communication skills.
• Ability to manage and prioritize multiple tasks in a high-volume environment.

Responsibilities

• Review, create comparative spreadsheets for, and analyze periodic property operating statements and meet reporting deadlines.
• Compare statements to budgets and review and explain variances.
• Analyze and review periodic borrower financial statements and ensure reporting deadlines are met.
• Assist with periodic Trust communications including preparation and entering monthly special servicing watch list comments.
• Assist with site inspection preparation including identifying market participants and collecting and summarizing relevant comparative market data.
• Prepare financial and operating section of Monthly Asset Status Reports.
• Assist with preparing the borrower financial and property operating sections of quarterly AQR reports where appropriate.
• Coordinate ordering of third-party property reports.
• Special Servicing System data input and maintenance including maintenance of the contact database.

Skills

Verbal/written comms

Financial analysis

Problem solving

Organizational skills

Education

Bachelor's degree or equivalent

Tools

Excel

Word

Access

Job description

KeyBank in Dallas is seeking an analyst to review and analyze periodic property operating statements and borrower financial statements, ensuring accuracy and timeliness across a portfolio of real estate loans.

You will prepare monthly asset status sections, assist with trust communications, site-inspection prep, and coordinate third-party reports. Strong Excel/Word/Access skills and ability to manage multiple tasks in a high-volume environment are essential.