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Newport Beach, CA | Staff Augmentation
Financial Additions has partnered with a premier company in search of a Portfolio Analyst. The role is contract only to start and will last 3+ months with a possible extension thereafter.
Duties and Responsibilities:
- Prepares forecasts and analyzes trends in commercial mortgage finance, general business and industry conditions. Prepares loan submission reports for review by loan producers.
- Responsible for analyzing information to prepare various reports and loan submission packages.
- Handle commercial appraising, market analysis, and investment analysis.
- Organizes, evaluates, interprets and summarizes data for reports.
- Prepares a variety of analyses, statements and reports for management review; arranges for preparation of graphics or illustrations to include with research findings.
Qualifications and Requirements:
- Bachelor' s degree required.
- 1+ years of related experience.
- Ability to calculate intermediate figures such as percentages, discounts, and/or commissions.
- Intermediate to advanced MS Excel skills