The CBRE Loan Services Analyst position is responsible for interaction within our internal organization, borrowers, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal related parties. The position requires the ability to independently perform: preparation of formal written presentations analyzing a wide spectrum of issues relating to both loan and property-level requests, delivery of the highest level of customer service to both internal and external clients, prepare detailed financial analysis, modeling and commercial mortgage underwriting duties, abstracting of loan and transactional documents, property inspections, and other functions including; market / sub-market research and presentation and creation of written presentations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists Portfolio Managers by performing tasks involved in monitoring the performance and progress under business plans related to a defined portfolio of assigned commercial real estate loans and joint venture investments.
Provides excellent customer service and problem resolution for client, borrower, and internal / external customers.
Review and interpret loan documents and monitor compliance in accordance with deal documents.
Analysis of property level financial statements including operating statements, balance sheets and rent rolls.
Conducts research and financial analysis of commercial real estate properties, loans and portfolio.
Assists with data compilation for lender decisions. Makes presentation of analysis that will be used for investment decisions.
Build and maintain financial models to track capital inflows and outflows related to ground up and major renovation commercial real estate deals with multiple capital partners.
Reconcile and review loan draws for funding of construction, leasing and capital costs.
Ability to identify project risks, develop risk mitigation and contingency plans, and implement action plans to reduce or eliminate project risks.
Upon request, conduct property inspections coordination with client and/or 3rd party inspector.
Review budgets annually and monitor operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections.
Other duties and special projects 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
High School diploma or General Education Degree (GED) required with a minimum of 3 years related experience. Bachelor's degree from a four-year college or university preferred.
CERTIFICATES and/or LICENSES
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.
OTHER SKILLS and ABILITIES
Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.
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: 20016606
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.