14 дней назад
Commercial Real Estate Support Specialist (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Real Estate Support Specialist (Finance): Managing commercial real estate loan portfolios by monitoring loan agreements, construction draws, borrower financials, property performance, and covenant compliance with an accent on credit risk assessment, underwriting quality, and portfolio reporting. Focus on analyzing emerging risks, tracking construction and lease-up progress, and coordinating customer and Relationship Manager communications.
Location: Dallas, TX - Uptown
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas.
What you will do
- Manage administrative activities and general portfolio management for commercial real estate loans.
- Monitor loan agreements, construction draws, loan performance, and covenant compliance.
- Analyze borrower financials, property performance, lease-up progress, construction milestones, and market trends to maintain portfolio quality and risk ratings.
- Gather financial information and documentation from customers and support Relationship Managers with client communications.
- Prepare internal reports for quarterly reviews and portfolio health assessments.
- Build relationships with internal business partners and support syndicated loan relationships while staying current on loan policies and banking products.
Requirements
- Bachelor’s degree in Business, preferably Accounting or Finance.
- 2+ years of experience in commercial banking, portfolio management, or a related field.
- Completion of ’s Financial Services University training.
- Ability to assess credit risk and understand loan structures, with a record of high-quality underwriting work.
- Strong multitasking, attention to detail, written communication, and verbal communication skills.
- Proficiency in Microsoft applications.
Nice to have
- Experience with construction tracking, covenant forecasting, and commercial real estate reporting tools.
Culture & Benefits
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Paid holidays and paid time off.
- Tuition reimbursement.
- Health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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