Senior Investment Analyst - Commercial Real Estate Finance
Job Description
Responsibilities
Prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to determine a projected income and provide reliable valuation and loan analysis.
Prepare loan request packages in compliance with company guidelines and investor requirements, including narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps.
Compile deal-specific lists of potential lenders, coordinate and internally track lender outreach, and collect loan quotes, creating detailed quote matrices for distribution to the borrower.
Manage associated Salesforce updates.
Provide closing coordination, including acting as liaison with the servicing department.
Collect and review due diligence, order and review third-party reports, and review lender documentation (term sheet, commitment, loan docs, etc.).
Maintain open communication with borrowers, lenders, legal counsels, third-party vendors, and internal servicing and insurance departments.
Provide reliable borrower, property, and market level data by using available third party and internal resources for research, including ownership records, property transaction history, demographics, and sales and rent comparables.
Conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
Provide lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
Qualifications
Minimum 2+ years of full-time financial analysis and/or underwriting experience in Commercial Real Estate Capital Markets is required.
A comprehensive understanding of various property types is also essential.
Four-year college degree required with a major in real estate, finance, accounting, or business area preferred.
Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
Strong verbal communication skills – ability to interact effectively and professionally with a wide variety of internal/external parties.
Strong Tech knowledge and skills, including in-depth expert knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.).
Strong organizational skills with the ability to multitask while under pressure and an aptitude for problem-solving.
Resourceful with a strong initiative and ability to work independently with minimal supervision.
Strong work ethic and willingness to work extended hours when necessary.
Preferred Qualifications
Strong proficiency in agency CRE (Fannie/Freddie) underwriting preferred.
Knowledge of Salesforce, ARGUS, and InDesign software is a plus.
Familiarity with AI tools and emerging technologies, with the ability to appropriately leverage them to create efficiencies in CRE research, underwriting support, loan packaging, lender/borrower materials, and workflow management.
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