Analyst, Specialty Underwriter and Portfolio Manager - CRE
Core
Perform credit underwriting, financial analysis, and portfolio management for Commercial Real Estate loans, managing risk and supporting business growth.
Role type
Senior IC credit underwriter and portfolio manager
Builds
Commercial Real Estate loan portfolio and credit approval documentation
Domain
Financial Services / Commercial Real Estate
Required skills
Credit risk management, financial analysis, financial modeling, due diligence, credit structuring, risk mitigation, portfolio monitoring, compliance, stakeholder communication
Preferred skills
Accounting or Finance degree, prior underwriting or asset management experience, commercial real estate coursework, Microsoft Office or Google Suite fluency
Technologies
Microsoft Office, Google Suite
Responsibilities
Perform due diligence on industry and company performance; conduct thorough financial analysis and identify risks; prepare financial modeling inputs; analyze structuring options; write credit approval documents; coordinate closing processes; monitor and adjust risk ratings; ensure portfolio data accuracy; resolve problem accounts; mentor new hires
Seniority
Mid-level, hands-on IC