Virtual Analyst Loan & Reporting (Real Estate)

Virtual Analyst - Loan & Reporting (Real Estate)

Location: Remote (Philippines Brazil)
Compensation: The final offer is at the clients discretion and depends on the candidates interview result skills and experience.

• Philippines: USD $1400$1600/month
• Latin America: USD $1600$1900/month

Industry: Real Estate / Finance

Schedule: Full-time aligned with U.S. business hours (initially thereafter flexible)

About the Company

Our client is a U.S.-based real estate finance company specializing in loan origination portfolio management and financial reporting. The team values precision efficiency and clear communication and seeks remote talent to support critical operational functions.

Role Overview

The Virtual Analyst will provide comprehensive support across pre-closing post-closing loan tape management reporting and financial analysis. This hands-on role is ideal for a detail-oriented professional with strong Excel skills and an understanding of finance or real estate principles. The role directly supports portfolio management and underwriting teams ensuring data accuracy and operational efficiency.

Key Responsibilities

Closing & Pre-Closing Support

• Review and verify closing statements for accuracy.
• Conduct pre-closing quality checks to ensure all critical loan fields are complete and correct.
• Update post-closing trackers and loan tapes to support portfolio management.

Loan Tape & Dashboard Management

• Maintain and update loan tapes with key deal attributes.
• Populate required fields for internal dashboards and reporting.

Reporting & Operations

• Generate process and validate reports using established internal workflows.
• Review monthly remittance reports to confirm amounts and accuracy.

Loan Sizing & Financial Analysis

• Conduct preliminary financial analysis and sizing for prospective loan submissions.

Data & Process Management

• Update deal trackers and create standardized deal folders using existing macros and tools.

Exception Forms

• Generate exception forms for the underwriting team.

Quality Control

• Ensure a high level of accuracy and consistency across all deliverables with attention to numerical data and written details.

Hard Skills

• Bachelors degree in accounting finance or a related field.
• Strong proficiency with Microsoft Excel (macros formulas pivot tables) and familiarity with Word and PowerPoint.
• Experience with financial or real estate reporting preferred.

Soft Skills

• Excellent attention to detail and organizational skills.
• Effective written and verbal communication.
• Ability to work independently and meet deadlines.
• Strong analytical and problem-solving mindset.

About the Candidate

• 13 years experience in finance accounting real estate or loan operations.
• Comfortable working with large datasets and maintaining high accuracy.
• Proactive reliable and motivated to support team objectives.

Why This Role Matters

This position is critical to ensuring accuracy timeliness and efficiency in loan operations and financial reporting. Strong performance in this role directly impacts portfolio quality underwriting efficiency and overall business operations.

Required Experience:

IC