Job Summary:

• Drive the direction and resources in building new loan programs
• Conduct due diligence and drive development of a new business line by working with project team members, developing processes and procedures, and identifying targets for originations/sales goals
• Evaluate and drive partnership opportunities with lending referral partners to provide principal lending solutions 
• Prepare reports for management, gather and analyze data critical to product development and loan origination
• Work with internal and external stakeholders to ensure a sound risk management framework
• Develop an understanding of credit risk management and work with partners to build a proper control framework for these new asset classes
• Work on special projects, prepare internal presentations as necessary for senior management on strategy
• Help drive the business on a daily basis and identify any areas that may be streamlined to provide a better client experience
• Ability to discuss Program and lending offerings with FAs and WMBs
• Ability to assist in the origination of transactions, supporting more senior originators and CRE Product Team members
• Ability and willingness to travel for site inspections and/or branch presentations
• Ability to support the delivery of a transaction throughout its entire life cycle
• Supporting the CRE Product Head in managing the overall business, including oversight of affiliates and vendors

Skills on Resume:

• Project Management (Hard Skills)
• Strategic Planning (Hard Skills)
• Data Analysis (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Risk Management (Hard Skills)
• Presentation Skills (Soft Skills)
• Client Management (Soft Skills)
• Travel Flexibility (Soft Skills)

Job Summary:

• Populate property cash flow models, including historical operating statements and tenant information to assist manager develop a view on the property’s (or portfolio) financial performance.
• Assist with the creation of investment committee memos by writing property description and property market sections to enable clients understand the strengths and considerations of the transaction being considered.
• Abstract tenant leases to identify rents, expiration dates and options helps by the tenant to assist manager understand the economics of the lease.
• Evaluating conservatism of the transaction by researching similar transactions in the past and displaying the relevant data in an easy to digest format.
• Provide support for incoming client requests as well as internal requests, and other analytics needs.
• Maintain internal models used for pricing metrics and report outputs.
• Collaborate in cross-functional teams to ensure MSCI products meet client needs and analytic outputs are robust.
• Provide innovative and practical solutions to a wide range of complex research and analytical problems by leveraging MSCI's proprietary databases.
• Actively monitors industry news and market trends in order to best serve client’s needs.

Skills on Resume:

• Financial Modeling (Hard Skills)
• Memo Writing (Hard Skills)
• Lease Analysis (Hard Skills)
• Market Research (Hard Skills)
• Client Support (Soft Skills)
• Model Maintenance (Hard Skills)
• Team Collaboration (Soft Skills)
• Industry Monitoring (Soft Skills)

Job Summary:

• Review, analysis, and risk grading of smaller loan packages on loan requests submitted by loan officers.
• Review, analysis, and risk assessment of physical characteristics of selected commercial property types, generally residential income projects (multi-family buildings and mobile-home parks), based on information provided and as deemed necessary, on physical inspection of the property and neighborhood.
• Review, analysis, and risk assessment of property operating statements for various types of properties under Underwriting Manager's supervision.
• Review, analysis and risk assessment of personal and business entity financial statements, credit reports and supporting data for most non-complex borrowing entities under Underwriting Manager's supervision.
• Review, analysis, and risk assessment of management experience.
• Provide concise summaries of risk factors in each of the aforementioned areas.
• Under Underwriting Manager's supervision, review appraisals, environmental reports, and property condition inspection reports to identify other risk factors for most property types.
• Identify and specify loan funding/closing requirements/conditions necessary to limit risk to the association and ensure compliance with loan policies and procedures.
• Assist in Internal Asset Review activities.
• Ability to evaluate most basic personal and business financial statements and tax returns (work generally performed under supervision of Underwriting Manager).

Skills on Resume:

• Loan Analysis (Hard Skills)
• Risk Assessment (Hard Skills)
• Property Evaluation (Hard Skills)
• Financial Review (Hard Skills)
• Credit Analysis (Hard Skills)
• Experience Assessment (Soft Skills)
• Report Writing (Hard Skills)
• Compliance Check (Hard Skills)

Job Summary:

• Underwriting transactions for the firm’s bridge lending platform, which includes conducting analyses of properties’ valuations, reviewing appraisals, budget feasibility reports, as well as the personal credit and investing history of the Sponsor’s
• Responsible for analyzing loans, structured, and interfacing with existing clientele
• Created an aggregate loan selling model in Excel which incorporates the economics of note buyers as well as any exceptions which violate each one’s specific acquisition guidelines
• Researched and prepared a full quality control program for the firm
• Conducted analyses on several potential Commercial Real Estate loans for multiple asset types (including: office buildings, multifamily properties and mixed use) utilizing various tools and return metrics such as sensitivity tables, discounted cash flow analyses, levered and unlevered IRRs
• Conducted market analyses on comparable properties for valuation purposes and compare them with the property valuation made by outsourced vendor
• Work directly with Vice Presidents and Senior Vice Presidents within the Asset Management and Acquisitions departments on the analysis of medical office/senior housing and/or skilled nursing properties
• Research and source market data and property information for the existing portfolio and/or potential acquisitions
• Perform sell/hold analysis on existing medical office/senior housing and/or skilled nursing properties in the portfolio
• Create and perform lease scenario analyses using Argus

Skills on Resume:

• Underwriting (Hard Skills)
• Property Valuation (Hard Skills)
• Client Interface (Soft Skills)
• Excel Modeling (Hard Skills)
• Quality Control (Hard Skills)
• Loan Analysis (Hard Skills)
• Market Research (Hard Skills)
• Lease Analysis (Hard Skills)

Job Summary:

• Processing loans on a preliminary basis, loan underwriting, due diligence, financial valuation, credit analysis, preparation of credit memos, etc.
• Actively participate in the final credit review and origination process to ensure loans are adhering to company policy. 
• Identify, analyze and at times escalate loans which are of credit concern prior to loan origination. 
• Working with other professionals both internally and externally.
• Work with third party providers and borrowers to ensure completeness and accuracy of third-party reports including property appraisals, loan documentation, appraisal reviews, environmental reports, property condition reports, construction feasibility analysis, etc.
• Participate in client conversations, phone calls, company presentations, etc.
• Develop forms and enhanced data tools to streamline processes and create efficiencies. 
• Oversee the quarterly reforecast process of the medical office portfolio
• Assist with monthly medical office building reports
• Monitor and track the overall market for healthcare real estate transactions
• Compile and maintain tools to track certain portfolio metrics of the existing properties

Skills on Resume:

• Loan Processing (Hard Skills)
• Underwriting (Hard Skills)
• Due Diligence (Hard Skills)
• Credit Analysis (Hard Skills)
• Client Interaction (Soft Skills)
• Report Management (Hard Skills)
• Data Tool Development (Hard Skills)
• Market Monitoring (Hard Skills)

Job Summary:

• Financial and cash flow analysis to assess and quantify key risks in new real estate finance opportunities
• Analysis of the financial creditworthiness of companies. 
• Preparing borrower/guarantor financial reviews as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt.
• Preparation of deal summary memorandums to assist in pitching new opportunities to relevant credit and senior management within the line of business.
• Running internal models to assess transaction profitability and risk ratings.
• Preparing ongoing loan monitoring reports to be discussed with the group on a quarterly basis.
• Monitor and analyse conditions in specific real estate market sectors or locations by drawing on both the internal research team's opinions and external market research commentary/data.
• Attend site visits of existing properties and potential new opportunities 
• Working alongside internal teams to ensure that all compliance and regulatory requirements in relation to transactions are met.
• Perform additional duties and project work which may be assigned to you or self-assigned if an opportunity becomes apparent.
• Potential ad-hoc assistance with supporting lending out of the Irish CRE team

Skills on Resume:

• Cashflow Analysis (Hard Skills)
• Creditworthiness Analysis (Hard Skills)
• Financial Review (Hard Skills)
• Deal Summaries (Hard Skills)
• Profitability Modeling (Hard Skills)
• Loan Monitoring (Hard Skills)
• Market Analysis (Hard Skills)
• Site Visits (Soft Skills)

Job Summary:

• Perform property level valuations on key loans in CMBS deals
• Conduct market research on rents, expenses, cap rates, sales comps, etc.
• Reach out to local commercial real estate brokers
• Utilize existing quantitative credit models and develop an acquisitions model that efficiently screens bonds and their underlying collateral
• Prepare investment memorandums
• Provide investment recommendations
• Produce periodic valuations on existing portfolio
• Support disposition activities
• Analyzing new European real estate acquisition opportunities, including distressed and non-performing loan portfolios secured by commercial and / or residential real estate.
• Monitoring existing investments.
• Assisting underwriters and senior team members with day to day responsibilities.

Skills on Resume:

• Property Valuation (Hard Skills)
• Market Research (Hard Skills)
• Broker Communication (Soft Skills)
• Credit Modeling (Hard Skills)
• Investment Memorandums (Hard Skills)
• Investment Recommendations (Hard Skills)
• Portfolio Valuation (Hard Skills)
• Investment Monitoring (Hard Skills)

Job Summary:

• Perform credit and risk assessment of borrowers’ financial and business background
• Perform credit and risk assessment of the real estate collateral including property economics and market analysis
• Evaluate loan opportunities by its structure, legal documentation and pricing in accordance with credit risk appetite
• Prepare financial projections and underwriting memoranda for credit approval
• Participate in the closing of all approved loans
• Perform annual credit review and quarterly monitoring of portfolio loans, including producing and reviewing timely reporting
• Coordinate workflow with other departments and stakeholders within State Street
• Prepare financial analysis of potential commercial real estate investments including the creation of detailed pro-forma financial models.
• Communicate with brokers, owners and other sources to identify potential investments.
• Ongoing evaluation of capital markets trends that impact the commercial real estate sector. May provide input into the company’s overall investment strategy.
• Interacting with other members of the investment team including Portfolio Managers to help facilitate an effective investment decision making process.
• Continuously develops skills with internal and external company supported resources.

Skills on Resume:

• Credit Assessment (Hard Skills)
• Risk Analysis (Hard Skills)
• Loan Evaluation (Hard Skills)
• Financial Projections (Hard Skills)
• Loan Closing (Soft Skills)
• Portfolio Monitoring (Hard Skills)
• Stakeholder Coordination (Soft Skills)
• Market Trend Analysis (Hard Skills)

Job Summary:

• Provide analytical support in the screening, sizing, structuring, underwriting and closing of CRE loans
• Generate quotes and term sheets for prospective borrowers
• Prepare presentation materials for credit committee review and approval
• Order necessary searches to complete the underwriting process
• Manage third party engagements
• Assist with various levels of internal and external reporting requirements
• Assist with department-wide projects and initiatives, as required by management
• Underwriting using Argus and Excel
• Market analysis for input into valuation models
• Assist with lease transactions (preparation of LOI’s, leases, lease analysis)
• Help manage the due diligence and closing process
• Review and analyze firm’s quantitative portfolio data, legal documents, and other material as part of on-going property assessment
• Read and review real estate documents (i.e. leases, environmental and engineering reports, appraisals, etc.) and prepare lease abstracts.

Skills on Resume:

• Analytical Support (Hard Skills)
• Quote Generation (Hard Skills)
• Presentation Preparation (Hard Skills)
• Search Coordination (Soft Skills)
• Third Party Management (Soft Skills)
• Reporting Assistance (Hard Skills)
• Underwriting (Hard Skills)
• Market Analysis (Hard Skills)

Job Summary:

• Manage workflow from offer requests from internal sales reps and brokers.
• Directly manage stream of inbound offer requests and track through preliminary diligence, pricing, TS execution.
• Oversee progression of deals through Full Diligence and Closing. 
• Handoff closing portfolio to Asset Management team.
• Managing overall flow chart of deal progression
• Assembling preliminary diligence – leases, rent checks, maps, photos, competitive review
• Preparing first drafts of Deal Sheet, XIRR and Investment Committee Approval request
• Providing Risk-assessed Value estimation with business rationale and proposing Approved Purchase Price/Terms
• Scheduling Site Owner/broker review of DEA/NPA and assembling documents for Full Diligence 
• Preparing final drafts of Deal Sheet, XIRR and Investment Committee Approval requests
• Reviewing and approving final Closing Package, Settlement statements and Funding Requests
• Preparing and handing off final Asset Management package to Asset Management team
• Managing Pipeline Report of Offer Requests, Approved TS, Executed TS including closing schedule projections
• Managing Rep and Broker productivity and issue tracking reports

Skills on Resume:

• Workflow Management (Soft Skills)
• Deal Tracking (Soft Skills)
• Diligence Oversight (Hard Skills)
• Portfolio Handoff (Soft Skills)
• Document Assembly (Hard Skills)
• Risk Assessment (Hard Skills)
• Approval Preparation (Hard Skills)
• Pipeline Reporting (Hard Skills)

Job Summary:

• Underwrite potential investment opportunities and gathering and assessing critical information related to the sourcing and evaluation of potential acquisitions
• Support the due diligence process for assets under contract, including coordinating with external suppliers such as brokers, engineers, and contractors to support the due diligence process
• Compile and present property and market specific reports to management
• Create and edit Argus files, run DCF models
• Create sale and lease comparable tables
• Assist in identifying target properties that meet the firm's specified acquisition criteria
• Provide analytic assistance to other Treeline departments 
• Coordinate and complete a review of third-party data sources by creating and running search strategies to identify new data sources and data points
• Make phone calls to update and verify information
• Identify and follow relevant real estate market trends and potential/coming soon developments through multilevel data sources, including but not limited to municipal planning announcements, industry websites and media, development applications, land transactions, news media etc.

Skills on Resume:

• Investment Underwriting (Hard Skills)
• Due Diligence (Hard Skills)
• Report Compilation (Hard Skills)
• DCF Modeling (Hard Skills)
• Comparable Analysis (Hard Skills)
• Target Identification (Soft Skills)
• Analytic Assistance (Soft Skills)
• Market Trend Analysis (Hard Skills)

Job Summary:

• Assist originators in underwriting and the preparation of preliminary packages.
• Assist management in developing efficient packaging process.
• Perform financial analyses, loan underwriting and property inspections.
• Create and maintain lender relationships to stay up to date on lenders platforms and lending tendencies.
• Assist with market database development with assistance from Deal Managers.
• Create and maintain current market and submarket descriptions and research.
• Coordinate the closing process with Loan Closers and Production department.
• Assist originators in preparing preliminary loan analysis.
• Assist deal manager in ensuring production and closing departments are working in tandem from signed Application to funding of the loan.
• Participate alongside originators in problem solving during deal negotiations.
• Maintain working knowledge of all lender and investor requirements.
• Correspond with borrowers to gather information necessary to create submission packages (i.e., financial statements, leases, rent rolls, etc.).
• Research location and market information and comparable sales and rentals for subject properties.

Skills on Resume:

• Underwriting Assistance (Hard Skills)
• Process Development (Soft Skills)
• Financial Analysis (Hard Skills)
• Lender Relationships (Soft Skills)
• Market Database Development (Hard Skills)
• Closing Coordination (Soft Skills)
• Problem Solving (Soft Skills)
• Market Research (Hard Skills)

Job Summary:

• Partnering with and guiding outside counsel on complex Commercial Real Estate deals. 
• Analyze loan and real estate documentation as needed to ensure accuracy and successful capture of complex entities, trusts, and other structured deals
• Provide consultation on best practices for the administration, closing, and funding of all commercial real estate loans. 
• Measure the timeliness and quality of the documents received from outside counsel. 
• Processing of work functions which require special knowledge, gathering information and making autonomous decisions as to how to best close complex loans, driving efforts to develop better, more efficient business processes
• Acting as key point person and SME for complex commercial real estate transactions that involve outside counsel.
• Adhering to Bank policies and procedures
• Completing required training
• Identifying and reporting potentially suspicious activity to the BSA/AML Officer
• Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

Skills on Resume:

• Legal Partnership (Soft Skills)
• Document Analysis (Hard Skills)
• Loan Consultation (Soft Skills)
• Quality Measurement (Hard Skills)
• Process Improvement (Soft Skills)
• Subject Matter Expertise (Soft Skills)
• Policy Adherence (Hard Skills)
• Customer Verification (Hard Skills)