Responsible for analyzing information to prepare various reports and loan submission packages. Knowledgeable on fundamental concepts, practices and procedures associated with commercial real estate finance, including commercial appraising, market analysis, and investment analysis.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Gathers 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.
Manage all third party reports, as well as track report deliveries Request bids from vendors Schedule third party inspections with Borrowers once the vendors have been engaged Track report delivery Provide the team and Borrower with reports and third party report summaries, etc.
Create and manage Due Diligence Checklists as well as prepare necessary underwriting forms to be sent to the Borrowers upon receipt of executed Application Must review what information we currently have vs. what is needed based on Agency requirements
Collect all Due Diligence as it comes in and review to ensure it is acceptable and meets Agency requirements
Prepare Due Diligence as needed and submit to Agency
Organizes, evaluates, interprets and summarizes data for reports. Prepares a variety of analyses, statements and reports for management review; arranges for preparation of graphics or illustrations to include with research findings.
Prepares forecasts and analyzes trends in commercial mortgage finance, general business and industry conditions.
Prepares loan submission reports for review by loan producers. Serves as liaison with clients, lenders, and government agencies.
May conduct ad hoc studies for management upon request.
Other duties as assigned.
No formal supervisory responsibilities in this position.
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) from a four-year college or university; previous mortgage banking experience preferred. Course work or commensurate experience with fundamentals of real estate finance, basic appraisal principals, market analysis and accounting.
CERTIFICATES and/or LICENSES
Real Estate Sales License preferred but not required.
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.
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Working knowledge of Microsoft Suite products including: Word, PowerPoint, Excel, etc. Knowledge of ARGUS preferred.
SCOPE OF RESPONSIBILITY
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
Internal Number: 20008518
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.