Associate Portfolio Underwriting
Core
Provide credit assessment, risk analysis, and account maintenance for complex real estate companies with loans/deposits over $10M.
Role type
Associate Portfolio Underwriter
Builds
Credit portfolios for public and private real estate companies
Domain
Real Estate Lending / Commercial Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, Credit assessment, Financial modeling, Risk analysis, Valuation, Security analysis, Project metrics analysis
Preferred skills
Real estate knowledge, Google Suite proficiency, CFA/CPA/MBA designation
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Google Suite
Responsibilities
Prepare credit assessments and analyze financial statements, Perform financial and project modeling with sensitivity analysis, Ensure underwriting recommendations align with policy, Assist in obtaining documentation and collateral, Understand return assessments and profitability impact, Identify and refer opportunities to sales teams, Manage internal and external relationships
Seniority
Mid-level, individual contributor
