Responsible for analyzing information to prepare various reports and loan submission packages. Knowledgeable on fundamental concepts, practices and procedures associated with commercial real estate finance, including commercial appraising, market analysis, and investment analysis.
Gathers data on local, regional, and national commercial real estate markets by researching a variety of sources including, but not limited to industry, regulatory and economic information, financial periodicals and newspapers, mortgage and lease documents, demographic date, property information and company records.
Manage all third party reports, as well as track report deliveries
Request bids from vendors
Schedule third party inspections with Borrowers once the vendors have been engaged
Track report delivery
Provide the team and Borrower with reports and third party report summaries, etc.
Create and manage Due Diligence Checklists as well as prepare necessary underwriting forms to be sent to the Borrowers upon receipt of executed Application
Must review what information we currently have vs. what is needed based on Agency requirements
Collect all Due Diligence as it comes in and review to ensure it is acceptable and meets Agency requirements
Prepare Due Diligence as needed and submit to Agency
Organizes, evaluates, interprets and summarizes data for reports. Prepares a variety of analyses, statements and reports for management review; arranges for preparation of graphics or illustrations to include with research findings.
Prepares forecasts and analyzes trends in commercial mortgage finance, general business and industry conditions.
Prepares loan submission reports for review by loan producers. Serves as liaison with clients, lenders, and government agencies.
May conduct ad hoc studies for management upon request.
Other duties as assigned.
No formal supervisory responsibilities in this position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor s degree (BA or BS) from a four-year college or university; previous mortgage banking experience preferred. Course work or commensurate experience with fundamentals of real estate finance, basic appraisal principals, market analysis and accounting.
Real Estate Sales License preferred but not required.
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires intermediate analytical and quantitative skills.
Working knowledge of Microsoft Suite products including: Word, PowerPoint, Excel, etc. Knowledge of ARGUS preferred.
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans
- Capital Markets
- Financial Analysis
- Alternative Investments