Analyst role involving credit underwriting and portfolio management for REIT sectors in Commercial Real Estate. Collaborating with teams on financial analysis and compliance with credit policies.
Responsibilities
Perform due diligence on industry and company performance and synthesize research
Perform thorough financial analysis and identify disparities, risks, and creative ways to mitigate risk
Prepare financial / cash flow modeling inputs with little guidance
Analyze appropriate structuring options considering collateral and borrower valuation
Write and prepare the majority of the credit approval document
Coordinate and complete closing process requirements
Support senior underwriters in reviewing and negotiating legal documentation
Communicate with external constituents
Demonstrate basic understanding of credit documents
Monitor quarterly reporting and financial statements
Ensure compliance with credit policies and procedures for existing accounts
Build relationships across function and business to foster collaboration between partner groups
Mentor and train rotational analysts and new hires
Requirements
Bachelor’s Degree or Military Experience
At least 2 years of experience in credit underwriting or portfolio management in commercial real estate or cash flow lending
Bachelor's Degree in Accounting, Finance, or other relevant fields (Preferred)
3+ years of credit underwriting and/or portfolio management experience (Preferred)
High attention to detail and strong work ethic
Ability to work independently as well as collaboratively in a team environment
Excellent business writing and verbal communication skills
Strong time management skills and ability to manage multiple deals/projects
High level of proficiency in Google Suite or Microsoft Office
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