Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Core
Perform credit risk management, financial analysis, and due diligence for healthcare real estate loans while managing an existing portfolio of customers.
Role type
Senior IC credit underwriter and portfolio manager
Builds
Commercial healthcare real estate loan portfolio
Domain
Commercial Banking / Healthcare Real Estate
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, financial modeling, credit risk assessment, due diligence, portfolio management, risk rating, compliance monitoring, stakeholder communication, Excel, VBA, Google Scripts, SQL
Preferred skills
Accounting or Finance degree, commercial real estate coursework, high-level understanding of credit documents, pricing model analysis
Responsibilities
Perform due diligence on industry and company performance; conduct thorough financial analysis and identify risks; prepare financial modeling inputs; analyze structuring options considering collateral; write credit approval documents; coordinate closing process requirements; complete annual reviews and modifications independently; monitor and determine upgrades or downgrades to risk ratings; ensure compliance with credit policies; respond to stakeholder requests; escalate and resolve problem accounts.
Seniority
Analyst, hands-on IC with minimal oversight