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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, risk assessment, and credit structuring for Commercial Real Estate, while effectively managing client relationships and portfolio performance. Proficient in real estate underwriting and compliance requirements, with strong analytical and communication skills.
Highest-signal resume keywords
Financial AnalysisRisk AssessmentCredit PrinciplesPortfolio ManagementReal Estate Underwriting
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 AnalysisRisk AssessmentCredit PrinciplesPortfolio ManagementReal Estate UnderwritingAnalytical SkillsProblem-Solving SkillsLoan DocumentationCredit Process MetricsClient Relationship Management
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationTime ManagementMentoring
Tools & Technologies
Microsoft OfficeARGUSCoStarREISAxiometrics
Certifications & Qualifications
Bachelor's Degree in FinanceMBA in Accounting or FinanceCompletion of Commercial Associate Program
Industry Keywords
Commercial Real EstateCredit RelationshipsDiligenceUnderwritingLegal DocumentationLoan AgreementsPortfolio MonitoringMarket TrendsRisk EvaluationCompliance Requirements
About the role
Key responsibilities & impact- Perform financial analysis, risk assessment, and credit structure recommendations for Commercial Real Estate clients and prospects
- Lead diligence and underwriting documentation for the most complex and larger credit relationships
- Lead credit presentation preparation and discussions with the Credit Officer and final approvers
- Coordinate legal documentation through closing and funding
- Ensure loan agreements conform to approval documents
- Identify and address potential issues in loan documentation in consultation with the Relationship Manager
- Analyze financial statements and projections and document client performance, risks, and risk mitigants
- Oversee credit relationship and project performance, portfolio management, and monitoring activity
- Monitor assigned portfolio performance, trends, industry conditions, and market trends
- Ensure Credit Process Metrics remain within prescribed tolerances
- Manage risk evaluation and compliance requirements; identify issues and follow through on remediation
- Manage the assigned portfolio pipeline and complete requests in a timely manner
- Serve as a client and internal point of contact for the assigned portfolio, including possible site or client-management visits
- Provide real estate underwriting knowledge and expertise
- Mentor and coach Analysts and Associates
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
- Excellent verbal and written communication skills
- Proficiency in basic computer applications, such as Microsoft Office software products
- Strong analytical and problem-solving skills
- Knowledge of credit principles
- Ability to handle multiple priorities under time constraints
- Demonstrated success working in a collaborative team environment
- 5+ years of portfolio management and client relationship experience (preferred)
- Intermediate knowledge of ARGUS software and use of third-party real estate data sources, including CoStar, REIS, and Axiometrics (preferred)
- Completion of commercial associate program or equivalent experience; or MBA in Accounting or Finance or a related field; or an equivalent combination of education and experience or other related advanced degree (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days during the first year of employment, prorated as applicable
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)