JOB SUMMARY Responsible for analyzing moderate to complex information to prepare various reports and loan submission packages for all Lines of Business. Knows and uses fundamental concepts, practices and procedures associated with commercial real estate finance, including commercial appraising, market analysis, and investment analysis.
ESSENTIAL DUTIES AND RESPONSIBILITIES Assists producer(s) in day-to-day responsibilities which include packaging, lender due diligence, negotiation process, commitment process and closing process.
Assisting with the entire process of sourcing, underwriting and closing of loans.
Provides analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling, property valuation, borrower credit review, and preparation of loan briefs for investment committee approval.
Gathers moderate to complex 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.
Organizes, evaluates, interprets and summarizes moderate to complex data.
Prepares a variety of analyses, statement, and reports for management review; arranges for preparation of graphics or illustrations to include with research findings.
Assist in the preparation and production of presentations, offering memoranda, and additional marketing materials for debt, sub-debt and joint venture equity offerings.
Prepares moderate to complex forecasts and analyzes trends in commercial mortgage finance, general business and industry conditions.
Coordinate information throughout the offering process including document preparation prior to entering the market, capital tracking, and coordination during the marketing process, and capital selection and documentation during the closing process.
Prepares loan submission reports for review by loan producers. Interfaces with clients, lenders, government agencies, etc., to complete tasks.
Conducts ad hoc studies for management upon request.
Other duties as assigned.
SUPERVISORY RESPONSIBILITIES No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project.
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.
EDUCATION and EXPERIENCE Bachelor's degree (BA or BS) in Finance, Accounting, or Real Estate from a four-year college or university; minimum three years' commercial mortgage banking experience and/or equivalent combination of education and experience. Course work or commensurate experience with fundamentals of real estate finance, basic appraisal principals, market analysis and accounting.
Previous experience in Agency (Fannie and Freddie) and Financial Underwriting preferred.
CERTIFICATES and/or LICENSES Salesperson or real estate brokers license preferred but not required.
COMMUNICATION SKILLS 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.
FINANCIAL KNOWLEDGE Requires knowledge of financial and commercial banking (mortgage) terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
REASONING ABILITY Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES Proficient in Microsoft Suite products including: Word, Excel, Outlook, PowerPoint, Excel, etc. Knowledge of ARGUS preferred. Self-motivated, team-oriented and strong time management skills to prioritize multiple deadlines.
SCOPE OF RESPONSIBILITY Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
Internal Number: 18004414
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.