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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 underwriting for Commercial Real Estate, while effectively managing client relationships and mentoring junior staff. Proficient in utilizing industry-specific tools and adhering to credit policies to ensure compliance and successful portfolio management.
Highest-signal resume keywords
Financial AnalysisCredit UnderwritingPortfolio ManagementClient Relationship ManagementReal Estate Knowledge
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 ManagementCredit DocumentationFinancial Statement AnalysisCredit Process MetricsAnalytical SkillsProblem-Solving SkillsReal Estate Underwriting
Soft Skills
Verbal CommunicationWritten CommunicationTeam CollaborationTime ManagementMentoring
Tools & Technologies
Microsoft OfficeARGUS SoftwareCoStarREISAxiometrics
Certifications & Qualifications
Bachelor's Degree in FinanceMBA in Accounting or Finance
Industry Keywords
Commercial Real EstateCredit PolicyLoan AgreementsDiligenceMarket Trends
About the role
Key responsibilities & impact- Perform financial analysis, risk assessment, and credit structure recommendations for Commercial Real Estate clients and prospects
- Underwrite complex and larger credit relationships and ensure adherence to credit policy and requirements
- Lead diligence and underwriting documentation, credit presentation preparation, and discussions with Credit Officer and final approvers
- Coordinate legal documentation efforts through closing and funding
- Ensure loan agreements conform to approval documents and resolve documentation issues with the Relationship Manager
- Analyze financial statements and projections and document client performance, risks, and mitigants
- Monitor credit relationship and project performance, portfolio activity, industry trends, and market trends
- Ensure Credit Process Metrics remain within prescribed tolerances and manage remediation of identified issues
- Manage the assigned portfolio pipeline and complete requests in a timely manner
- Serve as a client and internal point of contact, including potential 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 related field, or 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)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)