Senior Portfolio Analyst

Ullico Inc.

Senior Portfolio Analyst managing a $4.4 billion mortgage portfolio for real estate financing. Financial analysis, performance monitoring, and reporting in the Chicago office.

Posted 7/27/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $120,000 - $156,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial performance analysis, including cash flow projections and variance analysis, while ensuring compliance with GAAP and statutory requirements. Proficient in commercial real estate loan underwriting and financial modeling, with strong analytical and communication skills for effective reporting and presentations.

Highest-signal resume keywords

Financial Performance AnalysisCommercial Real Estate Loan UnderwritingDiscounted Cash Flow (DCF) ModelingARGUS Financial ModelingExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCash Flow ProjectionsVariance AnalysisNet Present Value (NPV) ModelingPortfolio Data Management

Soft Skills

Analytical SkillsCommunication SkillsPresentation Skills

Tools & Technologies

ExcelARGUS

Industry Keywords

Mortgage PortfolioReal EstateGAAPStatutory Reporting

About the role

Key responsibilities & impact

Maintain overall statistics and financial performance analysis for the mortgage portfolio.
Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, and analysis of comparative performance with other companies in industry.
Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP.
Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.
Prepare and maintain portfolio data including monthly reports and quarterly reports.
Monitor individual asset reports and prepare and submit to SVP for review and approval.

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, or a related field.
3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling
Intermediate to advanced proficiency in Excel and ARGUS financial modeling.
Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.
Must complete a financial modeling exercise.

Benefits

Comp & perks

Health/Dental/Vision
Pension
401K
Health Savings Account
Life Insurance
Paid Time Off