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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis, underwriting, and portfolio management capabilities, with proficiency in financial modeling and client relationship management. Effective communication and collaboration skills are essential for engaging with clients and internal teams.
Highest-signal resume keywords
Financial AnalysisTransaction UnderwritingCredit StructuringPortfolio ManagementFinancial Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisTransaction UnderwritingCredit StructuringPortfolio ManagementFinancial ModelingMarket AnalysisRisk Rating DeterminationDue DiligenceCredit Request ProcessingClient Tailored Marketing
Soft Skills
Analytical SkillsOrganizational SkillsWritten CommunicationVerbal CommunicationTeamwork
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Commercial Real EstateCommercial BankingBalance-Sheet FinancingOff-Balance-Sheet FinancingClient Relationship Management
About the role
Key responsibilities & impact- Assist senior team members in managing client relationships
- Review and process credit requests
- Monitor existing transactions
- Perform financial analysis and real estate due diligence
- Conduct transaction underwriting and credit structuring
- Complete portfolio management and market analysis
- Create client-tailored marketing materials
- Participate in client interface and deal-team activities
- Develop knowledge of underwriting parameters and balance-sheet versus off-balance-sheet financing
- Run internal modeling to determine risk ratings and return hurdles on loan approvals
- Communicate with IREG teammates, internal product partners, borrowers, and prospects
- Collaborate with Associates, Relationship Managers, and Senior Relationship Managers to build client relationships and provide financing solutions
Requirements
What you’ll need- Bachelor’s degree
- Strong analytical, organizational, written and verbal communication skills
- Computer literate with proficiency in Word, Excel, and PowerPoint
- Demonstrated leadership and teamwork
- Highly motivated, self-directed, and strong work ethic
- Work in the office most days is expected
- Occasional travel may be required
- Preferred: degree or class work in finance, accounting, commercial real estate, or economics
- Preferred: financial modeling coursework or experience
- Preferred: relevant internship or prior work experience in commercial real estate or commercial banking
Benefits
Comp & perks- Competitive base salary
- Discretionary bonus
- 401(k) matching (dollar-for-dollar up to 7%)
- PTO
- Lifestyle Spending Account supporting employees’ health, well-being and financial wellness
- Tuition reimbursement
- Paid on-the-job training
- On-demand professional development, training courses and formal enterprise mentoring program
- Frequent, timely, and constructive feedback from IREG senior leadership
- Flexible workspace options where roles can be performed effectively in a mobile environment
