Analyst, Specialty Underwriting and Portfolio Manager - CRE
Core
Perform credit underwriting and portfolio management for Commercial Real Estate loans, balancing business growth with scalable risk management.
Role type
Analyst, Specialty Underwriting and Portfolio Manager
Builds
Loan transactions and managed loan portfolios for the REIF/Real Estate Fund Finance Group
Domain
Commercial Real Estate (CRE) lending and credit risk
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, financial modeling, credit risk assessment, due diligence, risk mitigation, credit document preparation, portfolio monitoring, compliance adherence, stakeholder communication, term sheet preparation
Preferred skills
Accounting or Finance degree, underwriting or asset management experience, commercial real estate coursework, Microsoft Office or Google Suite fluency
Responsibilities
Perform due diligence on industry and company performance; conduct thorough financial analysis to 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
Analyst, entry-level to mid-level IC
