loan portfolio analyst

First Mid

<div><div><i>At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.</i></div>
<div></div><div>The Agency Finance Analyst assists the Agency Finance Loan Servicing Manager and the Agency Finance Senior Credit Analyst in their duties to underwrite and monitor the Agency Finance loan portfolio. Acts as liaison between supporting departments within the Bank for certain responsibilities.</div>
<div></div><div><b>Responsibilities include, but are not limited to:</b></div>
<ul><li>Organizes and prepares inventory of incoming data files from prospective or current borrowers</li>
<li>Prepares initial data entry of financial statements and other reports into credit approval templates</li>
<li>Prepares CIP forms and gathers CIP checklist items from borrowers</li>
<li>Performs credit report pulls and background checks on prospective and current borrowers</li>
<li>Prepares account forms for branch opening of deposit accounts for Agency Finance customers</li>
<li>Prepares Loan Data Sheet for approved loans in preparation for Central Loan Processing submission</li>
<li>Prepares Allstate Intake forms for Allstate related loans</li>
<li>Assists in gathering preclosing documentation requirements</li>
<li>Prepare Draw Request forms for line of credit draws and calculates the related borrowing base</li>
<li>Requests, reviews and delivers payoff letters requested by borrowers</li>
<li>Handles customer inquiries related to loan and deposit account activity</li>
<li>Monitors and investigates transactional activity in restricted deposit account</li>
<li>Monitors other revenue data in the portfolio and gathers necessary information to maintain timely data</li>
<li>Requests and monitors collection from borrowers of post close financial statements and other required documentation</li>
<li>Prepares data entry of financial statements and other reports in annual review templates</li>
<li>Provide back up support for Loan Document Servicing Specialist</li>
<li>Completes required training associated with job function</li>
<li>Other responsibilities as assigned to assist in the underwriting and monitoring of the Agency Finance portfolio</li>
</ul><div><b>Qualifications</b></div>
<div><b>Education/Experience:</b></div>
<ul><li>BA or BS degree in Finance, Accounting, Business Administration or related degree</li>
<li>4 years of relevant experience preferably within a lending or insurance environment</li>
<li>Working knowledge of insurance industry preferred but not required</li>
</ul>
<div></div><div><b>Skills:</b></div>
<ul><li>Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner</li>
<li>Strong interpersonal skills to interact with customers and support department personnel in a professional manner</li>
<li>Strong organizational skills with the ability to manage a large number of data points and documentation in an efficient and organized manner</li>
<li>Proficiency in using Word, Excel, Outlook and technical ability to learn new software</li>
<li>Power BI knowledge a plus</li>
<li>Ability to work in a dynamic environment and comfortable with change</li>
<li>Ability to communicate effectively in writing and orally as well as having excellent proofreading skills</li>
</ul>
<div></div><div>First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.</div>
<div>THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT</div></div>

Agency Finance Analyst

M&T Bank

<div><h1 class="jobSectionHeader"><b>Overview:</b><b>
</b></h1><p>Oversees all aspects of Participation Servicing for an assigned portfolio where the Bank sells or buys participation loans. Ensures all payments, advances, rate changes, billing, participation notices, and funds between banks are exchanged timely. Connects servicing activities to the business front office and serves as liaison to lead and participating banks.</p><p><br>
</p><h2 class="jobSectionHeader"><b>Primary Responsibilities:</b></h2><ul><li>
Review work received from customer, lead bank or business line. Use independent judgement to outline and deliver instructions to the Servicing team to process the request and complete the work in the commercial lending system.</li><li>
Maintain accurate accounting of daily sweep activity and ensure accurate weekly reconciliation before engaging participating banks with settling accounts.</li><li>
May create all notifications for participating banks, transcribing customer activity processed at M&amp;T Bank and the participant's share of that activity including payment, rate changes, advances.</li><li>
May wire funds to Lead Banks honoring M&amp;T's commitment to participate in any lending activity requested by borrower under executed loan agreements.</li><li>
Manage all customer facing exceptions. Ensure accurate accounting of transactions required to keep portfolio up to date. Work with servicer to correct identified errors and ensure accurate customer billing and interest accruals.</li><li>
Monitor incoming wires and match outgoing or incoming notices received from Lead Banks or sent to Participating Banks ensuring payments are applied to correct accounts.</li><li>
Stay up to date on all current processes and procedures; adapt to changing working environment; work with Lead Portfolio Liaison to update procedures as necessary.</li><li>
Understand all nuances of current and new portfolios. Ensure processing is completed to standards and portfolios are being serviced in accordance with Loan and/or Participation Agreements.</li><li>
Understand and adhere to the Company&rsquo;s risk and regulatory standards, policies and controls in accordance with the Company&rsquo;s Risk Appetite. Identify risk-related issues needing escalation to management.</li><li>
Promote an environment that supports a culture of belonging and reflects the M&amp;T Bank brand.</li><li>
Maintain M&amp;T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.</li><li>
Complete other related duties as assigned.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Scope of Responsibilities:</b><b>
</b></h2><p>This position provides a primary role in leading the day-to-day customer care activities for M&amp;T Bank's Commercial Loan Syndication and Participation Loan portfolio, the most sophisticated lending instruments the Bank offers including all Commercial Loan Products. The borrowers are highly sophisticated financial experts creating a high level of variability requiring constant attention. Most processes are manual, requiring a highly qualified analyst and customer care incumbent to properly manage the accounts.</p><p></p><h2 class="jobSectionHeader"><b>
Supervisory/Managerial</b><b> Responsibilities:</b></h2><p>
No Supervisory Responsibilities</p><p></p><h2 class="jobSectionHeader"><b>
Education and Experience Required:
</b></h2><ul><li>Bachelor's degree and minimum of 2 years' related work experience, inclusive of minimum of 1 year work experience in commercial loan servicing, OR lieu of a degree, a combined minimum of 6 years higher education and /or related work experience inclusive of minimum of 1 year work experience in commercial loan servicing</li><li>
Proficient in the use of personal computers including word processing, spreadsheet and industry specific software</li><li>
Excellent math skills</li><li>
Excellent reading skills</li><li>
Superior communication skills</li><li>
Superior customer service Skills</li><li>
Ability to multi-task and re-prioritize as needed, without losing focus on all tasks</li></ul><p></p><h2 class="jobSectionHeader"><b>
Education and Experience Preferred:
</b></h2><ul><li>Bachelor's Degree in Accounting or Finance</li><li>
Prior work experience in Reconciliation and/ or Accounting Loan Document Review</li></ul><p></p><h2 class="jobSectionHeader"><b>
Physical Requirements:</b></h2><p></p>
M&amp;T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate&rsquo;s particular combination of knowledge, skills, and experience will inform their specific compensation.<p></p><h1 class="jobSectionHeader"><b>
Location</b></h1>
Buffalo, New York, United States of America</div>

Agent Banking Portfolio Liaison

Firefighters First Credit Union

<div><p>Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation&rsquo;s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.</p><div></div><div><div><br>
Currently, we have an immediate opening for a<b> </b>Business Portfolio Credit Analyst<b> </b>to join our team! The Business Portfolio Credit Analyst is responsible for managing and supporting an assigned portfolio of business lending relationships through disciplined credit analysis, underwriting, portfolio monitoring, and consultative member engagement. The role focuses on evaluating credit risk, structuring sound lending solutions, and supporting responsible business loan growth while ensuring compliance with Credit Union policy, regulatory standards, and risk management practices. The Analyst works closely with Business Member Portfolio Representatives, Business Lending leadership, and business members to underwrite and approve business loans, conduct annual portfolio reviews, and produce portfolio reporting and analytics that support informed credit decisions.</div><p></p><p><b><br>
Primary Responsibilities:</b></p><div><div><div><ul><li>
Conducting annual financial reviews and risk grading for an assigned portfolio of business lending relationships by analyzing business and personal financial statements, calculating key financial ratios, updating credit conclusions in the loan origination system, and monitoring ongoing credit performance to ensure portfolio health and compliance with Credit Union loan policy and regulatory standards.</li><li>
Underwriting new business loan requests, including Small Business and Commercial Real Estate (CRE) loans, and structuring, negotiating, and packaging credit requests through approval and closing while ensuring alignment with prudent risk management practices and member needs.</li><li>
Approving or declining business credit card and small business loan requests within designated lending authority in accordance with Credit Union policies and procedures while ensuring consistent application of underwriting standards and documentation requirements.</li><li>
Preparing recurring and ad hoc portfolio reports and analyses by leveraging data analytics, including AI-enabled tools where appropriate, to identify trends, concentrations, and emerging risks and support effective portfolio monitoring and credit decisioning.</li><li>
Maintaining a thorough understanding of Business Lending policies, procedures, and applicable laws and regulations while assisting in the development, maintenance, and enhancement of lending procedures and recommending policy or process improvements as appropriate.</li><li>
Participating in special projects and cross-functional initiatives that support Business Lending and Credit Union strategic objectives by providing subject matter expertise and ensuring clear communication of outcomes.</li></ul></div></div></div></div><p></p><p><b><br>
Basic Qualifications:</b></p><div><div><ul><li>
Education: Bachelor&rsquo;s degree in Finance, Accounting, Economics or Business preferred; or equivalent professional experience.</li><li>
Minimum 5 years of experience in commercial/business lending or commercial real estate.</li><li>
All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.</li></ul></div></div><p></p><p><b><br>
Benefits:</b></p><p>
We offer exceptional benefits to our employees, including:</p><ul><li>
Competitive salary with a pay for performance bonus</li><li>
Fully paid Medical, Dental, and Vision benefits package for employees.</li><li>
Fully paid Life insurance, AD&amp;D, short and long-term disability coverage</li><li>
401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%</li><li>
Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program</li><li>
Pet Insurance</li><li>
4 weeks of PTO annually including 2 &frac12; days of float time.</li><li>
9 paid holidays plus 2 half days</li></ul><p></p><p><br>
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.</p></div>

Business Portfolio Credit Analyst

Johnson & Associates

<div>
 <p>
  <strong>
   Location:
  </strong>
  New York or New Jersey
 </p>
 <p>
  <strong>
   Working Arrangement:
  </strong>
  Hybrid (2 days in office, 3 days remote)
 </p>
 <p>
  Salary: $80,000 - $120,000 ( Analyst or AVP dependant )
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Opportunity
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are partnering with a leading global bank to recruit a
  <strong>
   Loans Agency AVP / Analyst
  </strong>
  to join their
  <strong>
   Loans Agency Operations team
  </strong>
  . This is a unique opportunity for an experienced professional to take ownership of the administration and servicing of a complex loan agency portfolio, ensuring precision, compliance, and operational excellence.
 </p>
 <p>
  In this role, you will act as a key liaison between clients, banks, and internal stakeholders, providing technical expertise and leadership across the full lifecycle of agency and bilateral loan facilities. Your ability to interpret loan documentation, manage risk, and drive process improvements will be critical in delivering a seamless client experience.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    Loan Administration and Maintenance:
   </strong>
  </li>
  <li>
   Independently manage the daily loan administration of commitment facilities, including borrowings, rollovers, repayments, and prepayments.
  </li>
  <li>
   Review and approve loan deals, ensuring alignment with credit approvals and facility documentation.
  </li>
  <li>
   Provide technical support and consultative guidance to account officers and loan administration staff.
  </li>
  <li>
   <strong>
    Deal Execution and Closing:
   </strong>
  </li>
  <li>
   Lead the administrative aspects of new deal closings, including pre-closing coordination, documentation review, and funds flow management.
  </li>
  <li>
   Calculate, invoice, and disburse deal-related fees, ensuring accuracy and compliance.
  </li>
  <li>
   Coordinate with borrowers, agent banks, and internal teams to facilitate smooth transaction execution.
  </li>
  <li>
   <strong>
    Stakeholder Engagement:
   </strong>
  </li>
  <li>
   Serve as the primary liaison for clients, agent banks, and internal teams, resolving queries and ensuring timely communication.
  </li>
  <li>
   Collaborate with Treasury on rate settings, funding, and reconciliation activities.
  </li>
  <li>
   Support system migration initiatives, including LoanIQ training and process optimisation.
  </li>
  <li>
   <strong>
    Process Improvement:
   </strong>
  </li>
  <li>
   Identify opportunities for operational efficiency and contribute to ongoing process enhancements.
  </li>
  <li>
   Maintain the integrity and accuracy of all transactional data and records.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We Look For
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    Experience:
   </strong>
   Loans agency administration experience
  </li>
  <li>
   <strong>
    Technical Skills:
   </strong>
   Proficiency in
   <strong>
    LoanIQ, ACBS
   </strong>
   , or similar loan administration platforms.
  </li>
  <li>
   <strong>
    Personal Attributes:
   </strong>
   Exceptional organisational skills, attention to detail, and the ability to thrive in a high-pressure environment. Strong communication and stakeholder management skills are essential.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Why This Role?
  </strong>
 </p>
 <p>
  This position offers the opportunity to work within a
  <strong>
   high-performing, growing, global team
  </strong>
  that values
  <strong>
   precision, innovation, and client service
  </strong>
  , within a collaborative environment offering a good work life balance. You will have the chance to
  <strong>
   shape processes
  </strong>
  , influence deal execution, and contribute to a portfolio of
  <strong>
   high-value, complex transactions
  </strong>
  . With a
  <strong>
   competitive salary
  </strong>
  ,
  <strong>
   hybrid working arrangement
  </strong>
  , and genuine autonomy, this role is ideal for professionals seeking
  <strong>
   technical depth and career progression
  </strong>
  .
 </p>
</div>


Loans Agency AVP / Analyst

The Perspective Agency LLC

<p>The Perspective Agency is seeking a detail-oriented and analytical <b>Mortgage Finance Analyst</b> to join our finance team in Mesaieed. This role focuses on evaluating mortgage-related financial data, supporting lending decisions, and ensuring accurate reporting and compliance across mortgage portfolios. The ideal candidate will bring strong financial analysis skills, a solid understanding of mortgage processes, and the ability to assess risk and performance with precision.</p><p><b>Key Responsibilities:</b></p><ul><li>Analyze mortgage applications, financial statements, and credit data to support lending decisions</li><li>Evaluate borrower financial profiles, repayment capacity, and risk exposure</li><li>Prepare detailed mortgage financial reports, forecasts, and portfolio performance analysis</li><li>Monitor mortgage loan performance, including repayment trends, defaults, and interest accruals</li><li>Support budgeting and financial planning for mortgage lending activities</li><li>Collaborate with loan officers, credit teams, and compliance departments to ensure accurate assessment and approval processes</li><li>Assist in developing financial models for mortgage portfolio valuation and risk analysis</li><li>Track key performance indicators (KPIs) related to mortgage lending and profitability</li><li>Ensure compliance with internal policies, lending guidelines, and applicable financial regulations</li><li>Support audit processes by preparing and organizing mortgage-related financial documentation</li><li>Identify opportunities to improve mortgage portfolio performance and operational efficiency</li></ul><p><b>Qualifications:</b></p><ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field</li><li>Proven experience in financial analysis, mortgage finance, banking, or lending operations</li><li>Strong understanding of mortgage products, lending processes, and credit risk assessment</li><li>Proficiency in Microsoft Excel and financial modeling tools</li><li>Excellent analytical and problem-solving skills</li><li>Strong attention to detail and ability to manage complex financial data</li><li>Good communication skills for coordination with internal teams and stakeholders</li></ul><p><b>Preferred Skills:</b></p><ul><li>Experience in banking, mortgage lending, or real estate finance</li><li>Knowledge of credit analysis, loan structuring, and risk management</li><li>Familiarity with financial regulations and lending compliance standards</li><li>Professional certifications such as CFA, CPA, or similar are an advantage</li></ul><p><b>What We Offer:</b></p><ul><li>Competitive salary and benefits package</li><li>Professional and structured work environment</li><li>Opportunities for growth in mortgage and financial services</li><li>Exposure to complex lending and financial analysis projects</li></ul><p><b>How to Apply:</b><br/>Interested candidates are invited to submit their CV along with a cover letter highlighting their experience in mortgage finance or financial analysis.</p><p>Job Type: Full-time</p><p>Pay: QAR205,000.00 per year</p><p>Work Location: In person</p>

Mortgage Finance Analyst

KeyBank

<b>Location:</b><br>
127 Public Square, Cleveland Ohio
<br><br>
KeyBanc Capital Markets
<br>KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies.
<br><br>
The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience.
<br><br>
About the Summer Analyst Program
<br>KBCM provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.
<br><br>
Banking Group Portfolio Management (BGPM)
<br>KeyBank’s BGPM Corporate Banking team is responsible for underwriting, structuring, managing and monitoring loan portfolios on KeyBank’s balance sheet for KBCM clients. The group specializes along industries, utilizing its knowledge of those sectors to provide flawless execution for clients. Industry verticals include Diversified, Leveraged Finance, Healthcare, Utilities, Power and Renewable Energy and Oil and Gas. As of March 31, 2024, loan commitments under management by the group totaled more than $50 billion.
<br><br>
This position will support the Utilities, Power and Renewable Energy (UPRE) BGPM team. The group manages more than $12 billion in bank commitments to investor-owned utilities, renewable energy companies and project finance transactions in wind, solar and storage assets throughout the United States. The KBCM Renewable Energy practice consistently ranks at the top of the league tables in North American Renewable Energy financings. The team is high-energy, collaborative and knowledgeable in its industry and markets.
<br><br>
<b>Job duties may include:</b><br>
Providing due diligence on clients, industry trends and individual deals
<br><br>
Assisting in the preparation of loan applications
<br><br>
Reviewing financial models and creating projections for project deals
<br><br>
Working on special projects to improve team efficiencies.
<br><br>
Managing data from client reporting requirements
<br><br>
<b>Required Qualifications:</b><br>
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics, or accounting graduating by May of 2028
<br><br>
Minimum 3.5 GPA
<br><br>
Strong quantitative and critical thinking abilities
<br><br>
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities.
<br><br>
Highly motivated with a strong work ethic
<br><br>
Outstanding interpersonal, communication and presentation skills
<br><br>
<ul>
<li>KeyBank’s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li>
</ul>
COMPENSATION AND BENEFITS
<br>This position is eligible to earn a weekly salary amount of $1,340 per week. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus
<br><br>
Please click here for a list of benefits for which this position is eligible.
<br><br>
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
<br><br>
<b>Job Posting Expiration Date:</b> 04/24/2026
<br><br>
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
<br>Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
<br><br>
#LI-Hybrid

2027 KBCM Banking Group Portfolio Management (Utilities) Summer Analyst - Cleveland, OH

MG Properties

<div><div><p>With over 30 years of experience in the acquisition, development, rehabilitation, and management of apartment communities across the Western United States, we are a trusted partner in the property management industry. At MG Properties, we focus on enriching lives &ndash; physically in our community buildings, philanthropically through giving back to our local communities, and through development and growth of our employees.</p></div><p>
The Capital Markets Analyst supports the execution and processing of multifamily commercial loan transactions across a broad range of capital sources, including Agency lenders (Fannie Mae and Freddie Mac), banks, life insurance companies, debt funds, and CMBS lenders. This role plays a key part in coordinating underwriting, due diligence, lender communications, and closing activities for acquisition, refinance, supplemental, and portfolio financing transactions.</p>
<p>
The Analyst works closely with cross‑functional internal teams&mdash;including accounting, investor relations, asset management, property management, construction management, risk management, and systems support&mdash;to ensure transactions progress efficiently and accurately from origination through closing.</p>
<p><b>
Key Responsibilities</b></p>
<ul>
<li>Support the underwriting and execution of multifamily loan transactions across multiple lender types</li>
<li>Coordinate due diligence materials and lender requirements throughout the transaction lifecycle</li>
<li>Assist with lender communications and closing deliverables</li>
<li>Collaborate with internal stakeholders to gather and validate financial, operational, and property‑level information</li>
<li>Track transaction milestones, timelines, and documentation in a deadline‑driven environment</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>Bachelor's degree in real estate, finance, business, accounting, or a related field required</li>
<li>Strong analytical, research, and problem‑solving skills</li>
<li>Ability to work with sensitive and confidential financial information in business or financial analysis environments</li>
<li>Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams)</li>
<li>Experience with, or willingness to learn, project management tools such as Asana</li>
<li>Comfort using MS Copilot or other AI tools to support research, analysis, and process automation</li>
<li>Prior experience in commercial real estate finance, capital markets, loan processing, asset management, or property operations is preferred but not required</li>
<li>Ability to understand and analyze income statements, balance sheets, budgets, and rent rolls</li>
<li>Self‑starter with the ability to anticipate transaction needs, prioritize tasks, and meet deadlines</li>
<li>Strong communication, organizational, and interpersonal skills</li>
<li>Demonstrated professionalism, discretion, and commitment to confidentiality</li>
<li>Willingness to learn lender‑specific requirements, loan structures, and capital markets terminology</li>
</ul>
<p><b>Compensation and Benefits</b></p>
<ul>
<li>$70,304-$75k DOE</li>
<li>Company profit sharing</li>
<li>Accrues 10 days Paid time off per year</li>
<li>10 Paid Holidays and 2 Paid Personal Days per year</li>
<li>40<b> </b>Hours of Paid Sick Time</li>
<li>401K with employer match</li>
<li>Medical, Dental, Vision, Employee Assistance Program</li>
<li>Life Insurance</li>
<li>Flexible Spending Account, Dependent Care Spending Account</li></ul><p></p><div><p><i><br>
MG Properties is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We are a drug-free workplace, participate in E-Verify, and are an at-will employer. </i><i>If identified for a position, you will be asked to submit to a background check and drug-screen.</i></p><br>
<p></p>
<p><i>
View our CCPA Policy </i><i>HERE</i></p></div></div>

Capital Markets Analyst

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