Business Analyst


Loan Portfolio Administration

•    Update Nortridge loan management software as necessary
•    Track and maintain impact data necessary for CDFI reporting purposes
•    Prepare and update dashboard reporting
•    Prepare and update monthly loan maturities and risk rating reporting
•    Prepare and update annual loan review schedule
•    Maintain portfolio cash flow tracking and support Portfolio Managers to forecast proactively
•    Develop reporting capacity within Nortridge and Salesforce systems
•    Oversee investor reporting requirements and manage calendar for due dates

Loan Compliance
•    Request and collect quarterly reporting from borrowers
•    Monitor compliance with insurance and tax requirements and track in system
•    Review requests for loan modifications/extensions and collect information necessary for analysis of such requests
•    Assist with the input of borrower information into annual review forms for loans in the portfolio
•    Assist Portfolio Managers in confirming repayment plans and timing with borrowers 90 days in advance of maturity
•    Review financial information of borrowers, guarantors, and projects to ensure that loan covenants are being met

Loan Closings and Disbursements
•    Review Loan Closing Summary at handoff meetings to ensure transfer of information
•    Track and complete file review checklist post-closing to ensure that all needed documents are received and filed appropriately
•    Assist Portfolio Managers to board loans in systems

•    Analyze financial statements for NC each quarter and prepare finance dashboards
•    Work with Controller and CFO in the development of the annual budget
•    Quarterly work with CFO to reforecast the budget (tracking initial budget assumptions to actual results)
•    Assist in responding to investor requests for loan and portfolio information
•    Assist in preparing grant requests 

•    Work cooperatively and constructively with a wide variety of people
•    Share responsibility with Loan Officers for relationship management of borrowers or potential borrowers to create loyalty and repeat business
•    Support and promote Loan Officers’ ability to procure new loans from existing borrowers
•    Build relationships with borrowers post-closing and encourage them to work in partnership with NeighborWorks Capital
•    Proactively induce borrowers to deliver timely information when needed
•    Meet many deadlines while supporting a portfolio of loans
•    Resolve conflicts through negotiation, effectively balancing borrower needs with risk mitigation for NeighborWorks Capital
•    Work effectively in a team environment and actively participate in joint problem solving; willingly cooperate with co-workers
•    Maintain flexibility and adaptability to change
•    Listen attentively to others - ask clarifying questions to gain a better understanding of the other person’s views
•    Positively recognize the accomplishments of customers and co-workers
•    Come to meetings prepared, honor work commitments, meet deadlines
•    Honor the private and confidential matters of customers, partners, and co-workers
•    Communicate courteously and effectively with others – deal with issues directly, in a respectful and timely manner, focus on resolving the issue while not criticizing the person
•    Other duties as assigned


•    Bachelor’s degree in business, finance, public administration, city/urban/regional- planning or related field is required
•    At least three years of experience with real estate development or loan administration at a financial institution
•    Other relevant experience and/or education will be considered in exchange for up to two of the three required years
•    Excellent organizational skills, with outstanding attention to detail and the ability to work on multiple projects simultaneously, follow-through and meet deadlines
•    Pleasant, borrower-friendly nature with personable, cooperative attitude
•    Openness to learning new skills and systems, with an entrepreneurial work ethic
•    Ability to act professionally at all times and safeguard confidential borrower financial and other information
•    Excellent interpersonal and communications skills (verbal and written)
•    Desire to be part of a team in a mission-based organization
•    Proficient in Microsoft Office software programs (Word, Excel, PowerPoint and Outlook)
•    Ability to enter data and use database software; experience with loan management and servicing database software a plus
•    Ability to travel to participate in conferences (5% - 10%)
•    Fluent in English

Competitive salary plus excellent benefits package that includes medical, dental, 10 paid holidays, PTO & sick leave, life insurance, 6% contribution to 401(k), transportation subsidy, and bonus potential up to 10% of salary. No phone calls please. NeighborWorks Capital is an Equal Opportunity Employer. Women and minorities are strongly encouraged to apply. 

How to Apply:
Please submit a letter of interest, resume, and salary requirements to: Beth O’Leary  Salary requirements must be provided in order to be considered. Principals Only.