Commercial Real Estate Support Specialist
Core
Administrative support and general portfolio management for commercial real estate loans, assisting Relationship Managers with monitoring loan performance and covenant compliance.
Role type
Commercial Real Estate Support Specialist
Builds
Internal reports for quarterly reviews and ongoing portfolio health assessments
Domain
Commercial Banking / Real Estate Finance
Deliverable
dashboards & analysis
Required skills
Portfolio management, loan agreement monitoring, construction draw processing, borrower financial analysis, property performance analysis, lease-up progress tracking, covenant compliance monitoring, risk rating maintenance, internal reporting, stakeholder communication
Preferred skills
Construction tracking, covenant forecasting, CRE-specific reporting tools
Technologies
Microsoft applications
Responsibilities
Assist with general portfolio management of commercial real estate loans, Analyze borrower financials and property performance, Communicate with customers to gather financial information, Partner with Relationship Managers to facilitate smooth communication, Produce internal reports for quarterly reviews, Monitor loan performance and proactively identify emerging risks
Seniority
Mid-level, hands-on IC