Careers at CPC

Portfolio Analyst Permanent Team

The role of the Portfolio Analyst in the Permanent team is to support the Portfolio Managers and provide limited supervisory direction to the Portfolio Administrators responsible for the CPC permanent loan portfolio.

Roles and Responsibilities:

Servicing/Asset Management  

  • Review/Approve escrow disbursement and analysis.
  • Review and approve Property Inspections.
  • Review and approve Payoff letters and pre-payment penalties including yield maintenance.


  • Prepare and coordinate mailing of Annual and Escrow Statements.
  • Prepare and coordinate mailing of 1099 and 1098 Statements.
  • Prepare financial request letters to be mailed by Portfolio Administrators to Borrowers.
  • Prepare policy and invoice requests to be mailed by Portfolio Administrators to Borrowers and Insurance Agents.


  • Track receipt and analysis of borrower financial statements.
  • Prepare and maintain accurate new business closing and conversion pipeline, and closing board reports.
  • Prepare monthly delinquency report.

Investor Reporting:

  • Compile annual asset audit packages for investors.
  • Prepare monthly delinquency and loan status reports and send to investors.
  • Handle investor inquiries and requests.
  • Prepare waiver and special consent forms and submit to investors for approval


  • Review new loan set-ups in Strategy.
  • Review and approve check requests and deficit payments up to $10,000.
  • Monitor insurance tracker and review and approve insurance policies.
  • Review and initially approve payoff, legal, acceleration, and foreclosure statements.
  • Initially review reports prepared by Portfolio Administrators.


  • Assist the Portfolio Managers in personnel management as needed.
  • Assist with all PSD special projects as needed.
  • Manage the Permanent Team calendar and ensure all daily/weekly/monthly tasks are completed in a timely manner by the appropriate personnel.

Skills and Experience:

  • B.A. in a business related field.
  • Experience in reviewing insurance certificates and understanding of terminology and coverages.
  • Experience with Financial Analysis and understanding of ratios such as DCR and LTV.
  • 2-5 years’ commercial real estate servicing and asset management experience.
  • Proficient in MS Excel and MS Word.
  • Knowledge of McCracken/Strategy Servicing System required.
  • Detail-oriented, with excellent customer service skills

Apply here:

CPC has offices throughout NY State, and opportunities may become available for Mortgage Officers, Assistant Mortgage Officers, as well as support & clerical staff.  If you have any questions, please contact Brenda Barnaby, Human Resources at 646-822-9327. The Community Preservation Corporation is an Equal Opportunity Employer. M/F/Disability/Vet.