- Develop and maintain your financial statement analysis abilities and have a detailed understanding of reporting requirements for the loans within the team's Asset Management portfolio.
- Can spread and analyze financial statements in Excel and/or the System of Record and communicate performance trends to asset manager(s)
- Assist Asset Manager(s) with onboarding of loans, escrows, and performance covenant testing.
- Support Asset Manager(s) in tracking required financials from Borrowers & Guarantors.
- Assist with monthly portfolio billings and escrow issue resolution.
- Provide loan and escrow histories as requested by clients.
- Perform other duties and projects as assigned.
- Bachelor's degree preferred with a concentration in Finance, Accounting, Real Estate, or Business Administration. A high school diploma or GED from an accredited institution accepted with 1 to 3 years of relevant professional work experience with an emphasis on financial analysis, general loan administration, and/or real estate development financial management.
- Strong analytical skills for reviewing and analyzing financial statements.
- The ability to use Microsoft Office & Outlook applications.
- Ability to communicate effectively and professionally, both orally and in writing to internal and external individuals.
- Strong time management and organizational skills and a detailed approach to completing daily tasks.
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Financial Analyst - Carmel, United States - Merchants Bancorp
Description
Job Type
Full-time
Description
On a typical day, our Financial Analyst - Asset Management Healthcare provides a variety of analytical, administrative, and database support to our Healthcare Asset Management team. This might include reviewing income statements, balance sheets, and financial statements as well as uploading information into our systems. We have experienced enormous growth across our affordable housing, market-rate conventional, and healthcare (seniors housing) portfolios, so our Financial Analyst must be quick-witted and adaptable to change, as well as be willing to jump in and help your teammates when needed. Do you want to join a team where you can experience the creativity and flexibility of a small lender, with all the capabilities of a large institution? If yes, then apply TODAY
In one year as a Financial Analyst, you will know you were successful if you...
What we are looking for...
With over 30 years of success built on putting people first, Merchants Capital is a proven leader in financing for multifamily housing nationwide. Our licenses with Fannie Mae, Freddie Mac, and HUD/FHA, in addition to our bank's balance sheet products, allow us to offer custom solutions with agility and ease of execution, expanding access to housing in meaningful and impactful ways. Recognized as a top five affordable lender , Merchants Capital pairs our comprehensive debt offerings with in-house tax credit equity to provide a one-stop-shop for developers and owners. To learn more about Merchants Capital, visit .
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