Commercial Mortgage Analyst

Colliers International Valuation & Advisory Services•Minneapolis, MN

5d•Hybrid

About The Position

The Commercial Mortgage Analyst is responsible for monitoring and analyzing the financial condition of existing commercial mortgage loans, both at the property level and at the guarantor level, to determine compliance with reporting requirements and reporting on the performance of the property and/or guarantor.

Requirements

Bachelor’s Degree required
Minimum of two years of relevant experience in Commercial Real Estate, commercial mortgage lending, or a related field required
Exceptional written and verbal communication skills required
Intermediate Microsoft Office skills required, advanced financial and data manipulation. functions in Microsoft Excel as well as experience with AI efficiency tools preferred
Ability to review and analyze complex financial and commercial loan documents
Broad intellectual curiosity including the ability and desire to grow professionally

Nice To Haves

Experience supporting the closing of new business transactions preferred
Foundational understanding of the Commercial Real Estate industry gained through successful completion of Real Estate focused coursework, internships, or professional experience preferred
Familiarity with the primary commercial property types including multifamily, industrial, office, retail, and hospitality

Responsibilities

Assist in the preparation and execution of new loan production with senior team members
Develop and produce a periodic (monthly, quarterly, annually, as appropriate) performance and compliance reporting package for existing loans
Analyze financial information including operating statements, rent rolls, personal financial statements, and/or corporate financial statements to determine performance and compliance with reporting requirements and covenants (if any)
For income-producing properties, prepare tracking by reporting period of occupancy and average revenue by unit (using whatever reporting metric is appropriate to the specific property type), and comparing that to the Borrower’s and/or Appraiser’s pro formas which were used in the Loan marketing package
Review various reports including appraisals, environmental documentation, and engineering reports to determine compliance with loan requirements
Support efforts by Producers in client engagement and development
Submit regular monitoring reports to bankers and loan servicing
Conduct site visits and perform property inspections as needed
Participate in the development and implementation of new processes and procedures related to program revisions and guideline changes
Regular and reliable attendance required
Other duties as assigned