Commercial Real Estate Resume Samples

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DJ
D Jerde
Dejon
Jerde
903 Charlotte Land
Dallas
TX
+1 (555) 656 2779
903 Charlotte Land
Dallas
TX
Phone
p +1 (555) 656 2779
Experience Experience
Detroit, MI
Commercial Real Estate
Detroit, MI
McKenzie-D'Amore
Detroit, MI
Commercial Real Estate
  • Coordinate and perform data cleansing efforts for CRE portfolio during CCAR 14A and 14Q cycles
  • Facilitate the integration of CRE Risk rating scorecard in a web based platform working with Risk Technology
  • Managing and negotiating with third party consultants
  • 2+ years working knowledge of corporate finance and banking products
  • Support ensuring that the approvals are within the defined Limits and Mandate and Scale set for the Sector
  • Provide litigation guidance for leading financial institutions
  • Requests increases/ changes in limits following Credit approval
Detroit, MI
Commercial Real Estate Loan Closer
Detroit, MI
Schimmel-Bernhard
Detroit, MI
Commercial Real Estate Loan Closer
  • Work closely and effectively with internal Origination, Credit, Underwriting and Servicing teams
  • Providing excellent customer service and effectively resolving customer issues
  • Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service
  • Review/prepare loan document delivery packages and post-closing items
  • Adhering to all operational, security, risk and regulatory policies and procedures
  • Interface with inside and outside counsel for the drafting, review and finalization of loan documents
  • Proficiency with computers, including Windows, Microsoft Excel and Microsoft Word
present
Dallas, TX
Commercial Real Estate Loan Processor
Dallas, TX
Prohaska, Carroll and Sauer
present
Dallas, TX
Commercial Real Estate Loan Processor
present
  • Willingness to mentor and provide guidance to co-workers within division and with partners within the bank
  • Assist Loan Officer with pre-pipeline assessment of credit worthiness for consent to proceed
  • Perform pre-closing and post-closing compliance duties as it relates to systems, loan review, and quality control
  • Communicate receipt of documents and provide ongoing updated review to the originating Loan Officer
  • 10% Pipeline Management
  • 10% Training and Development
  • Work to clarify and/or correct all problems or errors with open dialogue
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
East Carolina University
Bachelor’s Degree in Business
Skills Skills
  • Act as a lead for Risk on all efforts to measure and report Commercial Real Estate (CRE) exposure for Private Bank. Coordinate with global Risk teams, Financial Controllers, Product leads to optimize Private Bank’s Commercial Real Estate risk management
  • Act as a lead on projects to automate and improve data capture in support of CRE reporting for CCAR< Windows on Risk and Basel III calculations pertaining to CRE.. Help drive projects that optimize accuracy and consistency of CRE data
  • Basic understanding of risk management, corporate finance, and portfolio management
  • Attention to detail and ability to multi-task and prioritize assigned tasks
  • Effective communication skills with multiple management levels
  • Self-starter with the ability to work in multi-disciplinary tasks involving global partners
  • Experience working analytically with large datasets
  • Problem solving capabilities
  • Skilled user of Microsoft Excel including macros, Access, PowerPoint, SharePoint, and Adobe Standard. Experience with Visual Basic and Business Objects, SQL and SAS is
  • Act as a lead for Risk on all efforts to measure and report Commercial Real Estate (CRE) exposure for Private Bank
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15 Commercial Real Estate resume templates

1

Commercial Real Estate Resume Examples & Samples

  • Act as a lead for Risk on all efforts to measure and report Commercial Real Estate (CRE) exposure for Private Bank. Coordinate with global Risk teams, Financial Controllers, Product leads to optimize Private Bank’s Commercial Real Estate risk management
  • Act as a lead on projects to automate and improve data capture in support of CRE reporting for CCAR< Windows on Risk and Basel III calculations pertaining to CRE.. Help drive projects that optimize accuracy and consistency of CRE data
  • 5 to 7 years of experience
  • Must have experience with credit products, preferably CRE
  • Must have experience with Citi Risk systems. Familiarity is preferred with Citi applications
  • Minimum education requirements are BA/BS in Economics, Finance, or Mathematics. A graduate degree is a preferred in the same field
  • Must be able to quickly identify trends and statistics in large data sets and communicate those trends in an effective manner to a wide audience
  • Must be able to reconcile large data sets and identify underlying issues in data sets and transformation logic
  • Basic understanding of risk management, corporate finance, and portfolio management
  • Attention to detail and ability to multi-task and prioritize assigned tasks
  • Effective communication skills with multiple management levels
  • Self-starter with the ability to work in multi-disciplinary tasks involving global partners
  • Experience working analytically with large datasets
  • Problem solving capabilities
  • Skilled user of Microsoft Excel including macros, Access, PowerPoint, SharePoint, and Adobe Standard. Experience with Visual Basic and Business Objects, SQL and SAS is a plus
2

Commercial Real Estate Support Specialist Resume Examples & Samples

  • Minimum of three years proven real estate related support experience or equivalent
  • Well-developed communications, organizational, decision-making and customer service skills
  • Knowledge of commercial real estate products, services and policies and regulations impacting responsibilities, including those related to Community Development loans
3

Senior Credit Approver for Commercial Real Estate Resume Examples & Samples

  • Participate with lenders and management , ensuring responsiveness, meeting portfolio exposure targets, minimizing credit costs and maintaining and acquiring profitable and prudent capital exposures
  • Review, recommend and approve individual credit limits wthin assigned authority for large and complex loans to a broad range of borrowers, ensuring adherence to all applicable credit approval procedures and policies
  • Participate in development and implementation of credit policies and procedures for assigned areas of the Company and emerging credit products to ensure credit process integrity and prudent management of overall credit quality
  • Review any new products that may be credit-related
  • Develop and recommend strategies for problem credits in compliance with credit policy to optimize value
  • Minimum of fifteen years proven, progressive and broad-based experience in credit, lending and/or workout areas or equivalent
  • Minimum of a bachelors degree in business, finance, related field or equivalent experience
  • Credit training or equivalent experience
  • Strong analytical, planning, mathematical, problem-solving, communications, financial, technical, interpersonal and diplomatic skills
  • In-depth knowledge of businesses supported, their credit products and pertinent regulations affecting the extension of credit for them
  • Demonstrated ability to identify, evaluate and discuss credit risk in new, unusual or complex proposal structures
4

Commercial Real Estate Portfolio Specialist Resume Examples & Samples

  • Graduate of a Commercial training program OR prior experience on a
  • 7 years prior experience in commercial banking or commercial credit role OR 6 years commercial portfolio management
  • Graduate of a Commercial training program OR prior experience on a commercial banking team as a commercial banker
  • College degree in Business, Finance or Accounting
5

Commercial Real Estate Loan Closer Resume Examples & Samples

  • Participate in pipeline, deal kickoff and status calls
  • Help manage and coordinate insurance review process
  • Review/prepare loan document delivery packages and post-closing items
  • Interface with inside and outside counsel for the drafting, review and finalization of loan documents
  • Prepare Lender Closing Statements and work with Escrow Agent’s to facilitate closings and verify settlement of loan, disbursement of funds and address any issues that arise
  • Review title work and surveys
  • Work closely and effectively with internal Origination, Credit, Underwriting and Servicing teams
  • Other administrative and support services to Closing department as needed
  • Must have at least 3+ years of work experience in a commercial mortgage processing and closing environment
  • Must be self-motivated, organized and able to work under tight time constraints independently and within the department
  • Must be able to communicate effectively with internal personnel as well as with third parties such as the firm’s borrowers, attorneys, title companies and correspondents
  • Ability to competently complete multiple tasks simultaneously with an appropriate attention to detail
  • Must possess solid organizational and analytical skills
  • Proficiency with computers, including Windows, Microsoft Excel and Microsoft Word
6

Commercial Real Estate Resume Examples & Samples

  • Act as a lead for Risk on all efforts to measure and report Commercial Real Estate (CRE) exposure for Private Bank
  • Coordinate with global Risk teams, Financial Controllers, Product Managers and Technology leads to optimize Private Bank’s Commercial Real Estate risk management and reporting practices
  • Develop or collaborate to develop a stressed ORR model for CPB’s CRE portfolio; perform back-testing, sensitivity analysis and create model approval documentation
  • Coordinate and perform data cleansing efforts for CRE portfolio during CCAR 14A and 14Q cycles
  • Drive projects that automate the data collection exercise from manual sources (e.g. risk rating scorecards), streamline reporting processes, and optimize data integrity
  • Provide subject matter expertise to business and functional requirements with Technology leads
  • Facilitate the integration of CRE Risk rating scorecard in a web based platform working with Risk Technology
  • Deliver accurate and consistent regulatory reporting (CCAR 14Q and 14A), ensure accurate Basel III calculations pertaining to CRE, and provide meaningful management Risk reporting (Windows on Risk) to product Risk Managers
  • 5 to 10 years of experience
  • Must have excellent communications skills and the ability to work directly with senior Risk and Business Product Managers
  • Must have proven project management skills and ability in delivering complex projects
  • Must have experience with Risk systems and practices. Familiarity is preferred with Citi applications
  • Experience working analytically with large datasets, proven problem solving capabilities
  • Skilled user of Microsoft Excel including macros, SQL/SAS, Access, PowerPoint, SharePoint, and Adobe Standard. Experience with Visual Basic and Business Objects, SQL and SAS is a plus
7

Associate, Commercial Real Estate Resume Examples & Samples

  • An undergraduate degree in finance, economics, or accounting
  • MBA degree preferred
  • 3+ years of Commercial Real Estate banking experience as an Analyst in a corporate lending environment
  • Knowledge of capital markets, investment banking products and applicable regulations
  • This position requires Credit Qualification. The incumbent must possess a working level of Credit knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
  • Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility
  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
  • Ability to work under limited supervision
  • Ability to learn and adapt quickly
  • Ability to review, assess, and provide detailed information daily
8

Portfolio Manager, Commercial Real Estate Resume Examples & Samples

  • CPA or MBA or equivalent experience in finance, accounting and business law
  • 5+ years of Commercial Real Estate experience (in-depth knowledge) in negotiating and structuring financial transactions
  • Minimum of 10 years in financial services industry experience in a corporate lending environment developing business
  • Commercial Credit Qualification with Limits
  • In-depth understanding of Commercial Products, Commercial Lending Process, Commercial Lending Directives, all supporting processes and technology
  • Proven, expert level credit analysis experience/ understanding
  • In-depth knowledge of the organizational lending and portfolio management policies and objectives
  • Formal credit training and prior lending authority
  • Working knowledge of the organizational lending and portfolio management policies and objectives
  • Working knowledge and ability to execute Risk Management practices and strategies
  • Excellent abilities in business development and cross-selling success
  • Highly developed (in-depth) written and oral communication skills including the ability to write clear, concise and cogent credit correspondence
  • Exceptional (in-depth) analytical skills
  • Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building
  • Ability to advocate persuasively (in-depth level)
9

Commercial Real Estate Resume Examples & Samples

  • Prepare credit papers for new transactions, annual reviews, and quarterly reviews/Watchlist reports for submission for approval through relevant discretion processes and where appropriate, present those credits at relevant Credit Committees. Assist senior team members in the preparation of Global/Regional Industry reviews
  • Liase with support functions across Investment Bank/Wealth and Corporate where appropriate for Legal; Compliance; Operations; IBD; Corp Banking International etc in support of approval and managing the credit risk associated with each client
  • Act as a point of contact within the Sector for the various Sales, IBD, Coverage, Product, Portfolio Management, Multi-National Corporate Banking teams
  • Requests increases/ changes in limits following Credit approval
  • Maintain data integrity of appropriate Credit Risk systems (e.g. GCIS) and ensure they reflect the approved sanction
  • Approve utilization of sanctioned limits within discretion
  • Approve excesses within authority of agreed limits and ownership of resolution
  • Support ensuring that the approvals are within the defined Limits and Mandate and Scale set for the Sector
  • Supported by the use of both internal and external financial models, the candidate analyzes: (1) the probability of default of the client based on its capitalization structure, ability to generate cash flow to meet debt requirements, and (2) the loss given default/probable recovery of the principal due under the contract. The analysis to be performed for each transaction entails a thorough review of the client historical operating performance (analysis of balance sheet, cash flow and income statement), ability to achieve projected future results based on a set of variables (including, but not limited to, market conditions, regulations, competition, etc.), review of legal documentation with a specific focus on credit terms
  • Attendance at bank meetings as appropriate
  • Counterparty/borrower due diligence, including participation in conference calls/meetings with client senior management, Relationship Executives, and Sales personnel
  • Formal Credit training from a major institution
  • Possess strong analytical skills with attention to detail
  • Possess strong interpersonal, verbal and written communication skills, and have the ability to clearly articulate complex concepts and ideas
  • Possess a high degree of self-motivation, the ability to drive for results, and track record of setting and achieving goals and meeting schedules
10

Commercial Real Estate Rm Resume Examples & Samples

  • Assists in the development of less experienced Commercial Real Estate Relationship Managers
  • Develop intimate knowledge of all customers and businesses
  • Underwrite credit requests and approve real estate loans within established lending limits or make recommendations on loans that require higher approval authority
  • Demonstrated sales and negotiating experience
  • 8 to 10 years banking experience required
  • Undergraduate degree required
11

Senior Commercial Real Estate Rm Resume Examples & Samples

  • Produces and maintains profitable commercial real estate loan volume
  • Insure that relationships are managed to the highest profit potential for the Bank, develop profitable new business, cross-sell all applicable 5/3 products and services an existing portfolio, and manage the sales process in a specific geographic area for commercial real estate loans
  • Ability to handle and prioritize multiple tasks
  • Must possess superior client relationship, marketing presentation, and sales skills in addition to extensive knowledge of products and markets
  • Strong Credit training required and underwriting experience preferred
12

Credit Analyst Commercial Real Estate Cz Resume Examples & Samples

  • Develops credit information for use by senior credit analyst, lending officers, or committees in the making of lending decisions on new, renewal, and extension loans
  • Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, main office files, and branches
  • Analyzes financial statements and related material
  • Prepares summary, presents facts, and occasionally offers opinion concerning credit-worthiness
  • Provides credit information and references for customers, loan officers, or other agencies as requested
  • Ensures that all credit files are kept current with latest financial statements, agency reports, etc
  • Bachelor's degree or in lieu of a bachelor’s degree, four years equivalent work experience
  • Working knowledge of personal computers and various software programs such as Word Perfect and Lotus
  • One year of credit experience or relevant coursework
  • Commercial real estate banking experience
13

Commercial Real Estate Portfolio Mgr-cxnw Resume Examples & Samples

  • Liaison between Commercial Real Estate RMs and Loan Analysis for the purpose of preparing and facilitating annual loan reviews and renewals. Includes tracking the receipt of financial statements, compliance of covenants, and borrowing base certificates in addition to underwriting, and scheduling the presentation of analyses at various loan committees
  • Support underwriting efforts by completing due diligence on prospects including: trade reference verification, credit reports and industry/company research
  • Analyze financial information. Assist RMs in preparing cash-flow and collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis. Proactively identify warning signs of declining creditworthiness and work with RMs to ensure early intervention in order to minimize losses
  • Bachelor’s degree in Accounting/ Finance, or in lieu of a bachelor’s degree four years relevant experience
  • Seven (7) years of commercial credit or related experience
  • Solid knowledge of personal computers. Thorough knowledge of various software programs Word, Excel and other departmental software
  • Highly motivated, detail-oriented self-starter
  • Commercial lending experience preferred
14

Commercial Real Estate Tax Analyst Cyh Resume Examples & Samples

  • Performs process of making tax payments on loans within the portfolio
  • Performs escrow analyses
  • Performs quality control/oversight in regard to the third party vendor
  • Follows up with Asset Managers regarding customers' tax issues
  • Works with front end and Asset Managers regarding tax issues relative to new loans and servicing portfolio
  • Keeps FICS (loan) database and department files up to date with current tax information
  • Bachelor’s degree or the equivalent in relevant work experience
  • Excellent customer service skills, including a minimum of 2 years customer service experience
  • Minimum of 4 years of previous tax, closing, asset management, loan administration or underwriting experience relating to multifamily/commercial real estate loan transactions
  • Demonstrated ability to work as a team member
  • Proven attention to detail
  • Proven time management skills
  • Experience with tax payments and tax escrows with a Commercial Loan Servicer
15

Financial Analyst, Commercial Real Estate Resume Examples & Samples

  • Formalized credit training required with at least two years of underwriting experience on companies in excess of $20 million in revenues
  • One to four years of relevant corporate finance, commercial lending, accounting or due diligence experience, preferably in a bank, finance company or accounting firm environment
  • Solid financial analysis, research and business due diligence skills
  • Experience with analyzing and managing cash flow loans
  • Self-motivated with a history of meeting and exceeding goals
  • Strong analytical and written communication skills
  • An undergraduate degree is required
16

Commercial Real Estate Rm Resume Examples & Samples

  • Develop profitable new business, cross-sell all applicable 5/3 products and services an existing portfolio, and manage the sales process in a specific geographic area for commercial real estate loans
  • Work with manager/team leader to underwrite and gain approval for loans within established bank standards
  • 2 to 3 years banking experience required
  • 2 to 3 years sales experience preferred
17

Commercial Real Estate Tax Analyst Czoj Resume Examples & Samples

  • Determines tax requirements based on investor guidelines
  • Performs process of paying tax payments
  • Keeps FICS database and department files up to date with current tax information
  • Performs related routine duties, i.e. copying, filing, correspondence, etc
  • Bachelor’s degree or 4 years equivalent in relevant work experience
  • Excellent customer service skills, including a minimum of 3 years customer service experience
  • Proficient computer skills including Microsoft Word and Excel
  • Strong organization skills and detail oriented
  • Minimum of 2 years commercial real estate tax experience desired
18

Ohio Commercial / Real Estate Lender Resume Examples & Samples

  • Collects application documents and analyzes client’s financial condition; determines credit risk and makes loan structuring and underwriting decisions within approval authority; coordinates closing and the completion and review of final documents
  • Maintains current knowledge on banking and lending products, policies, procedures and regulatory requirements, as well as market and industry activities and trends
  • Strong practical knowledge of banking and lending products, policies, procedures, regulatory guidelines, and market trends
  • Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information
  • Portfolio management experience preferred
19

Pennsylvania Commercial / Real Estate Lender Resume Examples & Samples

  • Excellent written and verbal communication skills with effective sales acumen
  • Excellent organizational skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines
  • 5-7 years commercial, small business, and/or community development lending or credit analyst experience in the banking or financial services industry
20

North Carolina Commercial Real Estate Lender Resume Examples & Samples

  • Identifies business development opportunities with prospects or current customers; markets and provides counsel on the Bank’s products and services
  • Serves as a Relationship Manager by providing ongoing customer service support and guidance to existing clients; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquires and facilitating transfer and draw requests
  • Represents and promotes the Bank in a positive manner through active involvement in community activities and service projects
  • Assists Branch as needed and performs other job related duties or special projects as assigned
  • Excellent customer service and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship
  • Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and banking software applications (Bancline, Mozart)
  • 0-2 direct reports
21

Commercial Real Estate Asset Analyst Resume Examples & Samples

  • Accurately and efficiently produce required analyses of operating statements and related financial statements of commercial income-producing properties and sponsors, including identifying and researching variances, normalizing and otherwise adjusting the statements, per lender requirements. Review, correct and approve operating statement analyses
  • Perform (or review third-party) property inspections to verify sufficient maintenance of collateral, identify and report life safety issues, and other items of deferred maintenance. Prepare and transmit the resulting reports to the lender in a timely fashion (per lender deadlines). Review, correct and approve property inspection reports
  • Support the analysis, underwriting and recommendation of various borrower requests, including but not limited to requests for loan modifications, collateral releases, prepayment, maturity extensions, sales/assumptions and consent to tenant leases. Prepare drafts of such analyses and formal recommendations for management review and participate in the presentation of such recommendations to management
  • Analyze and process borrower requests for releases of funds from various reserve accounts, including but not limited to reserves for replacing capital items, reserves for leasing commissions and tenant improvements, and holdbacks for repairs or improvements. Review and correct work related products. Approve the release of funds in accordance with the dollar limits set forth in the company's policies and procedures
  • Analyze and support the processing of proceeds from insurance loss claims. Prepare recommendations for disposition of insurance proceeds, in accordance with loan documentation and lender/investor requirements, and review and edit such recommendations made by members in the department. Approve actual disposition of insurance proceeds, within the dollar limits published by the head of the department, or as otherwise set out in the company policies and procedures
  • Interface with property managers, borrowers, or other paying agents in the collection of delinquent loan payments, as well as the reporting of same. Direct appropriate departments in the (internal) accounting for suspense and unapplied funds
  • Assist in the accurate and timely maintenance of the company's loan servicing system database regarding the loan accounting records, collateral-related and borrower-related records, or other relevant records
  • Identify and report borrower breaches of loan document requirements. Confirm suspected findings by members of the department. Mentor and train members of the department in the interpretation of loan covenants
  • Analyze asset performance and make recommendations to management in the loan risk grading process, and the “watch list” maintenance process. Participate in presenting new grade recommendations to management
  • Supervise and train Asset Analysts I and II in the performance of their respective duties
  • Five years of experience with commercial real estate, with at least two years of experience with finance
  • Ability to efficiently and consistently produce accurate work
  • Strong working knowledge of loan accounting concepts, including interest accrual methodologies and amortization
  • Ability to read and comprehend most provisions of common commercial real estate loan documents
  • Ability to efficiently compose accurate and effective reports and written recommendations to lenders
  • Demonstrated proficiency in basic computer skills, such as Microsoft application
  • Basic-level skills with Adobe Acrobat (i.e. creation and manipulation of .PDF files)
  • Superior working knowledge of the commercial lending programs of Life Insurance Co lenders, Fannie Mae, Freddie Mac and Commercial Mortgage Backed Securities (CMBS) conduits, including the roles and responsibilities of servicers
  • Experience in commercial mortgage loan underwriting
  • Superior ability to analyze commercial property operating statements
  • Certification (by the MBA or the GSEs) in commercial property inspections
  • Strong working knowledge of the commercial building construction process and construction lending
  • Good working knowledge of real estate law concepts and their practical application
22

Credit Risk Analyst Commercial Real Estate Resume Examples & Samples

  • Conducting and documenting credit analysis for initial, annual and interim reviews of CRE counterparties, transactions and credit facilities
  • Monitoring and reporting on credit limits, exposures and portfolio characteristics
  • Participating in client due diligence meetings and calls
  • Participating in CRM in meetings with Front Office, Legal and Compliance, Treasury, etc
  • Exceptional time management skills
  • Team player
  • Self-motivated / self-starting
  • Strong negotiation and inter-personal skills, especially influencing and personal impact
23

Commercial Real Estate Documentation Specialist Resume Examples & Samples

  • Reviewing attorney prepared loan documents in accordance with loan approvals and Bank Policy
  • Collection, review and distribution of due diligence items required for loan closing
  • Participate in the negotiations of legal and policy components of loan documents
  • Reviewing file and documentation summaries prepared by other analysts
  • Regularly update the database to reflect the closing status of our transactions
  • Participation in the review and development of departmental procedures
  • Regular and time processing of closing packages and clearing of outstanding exceptions
  • Two to four years Commercial Construction Real Estate Closer or related real estate experience required
  • Working knowledge of commercial real estate loan documentation, risk management and collateral monitoring
  • Working knowledge of differences in state laws (within region) is helpful
  • Ability to communicate effectively with customer, bankers and/or credit management
  • Some college education preferred
24

Commercial Real Estate & Finance Associate Jobs-atlanta & Savannah Resume Examples & Samples

  • Sophisticated, high-end commercial real estate transactions, including handling financing
  • Experience working on complex transactions
  • At least three years of law firm experience
  • Experience handling acquisitions, sales, leases
25

Commercial Real Estate Loan Coordinator Resume Examples & Samples

  • Demonstrates understanding of Article 9
  • Demonstrates understanding of corporate organizational documentation
  • Demonstrates understanding of loan documentation and loan structure
  • Demonstrates strong analytical skills
  • Demonstrates ability to train others
  • Demonstrates ability to read and interpret the loan approval memorandum
  • Demonstrates strong team work skills
  • Demonstrates general Knowledge of Microsoft Office products
  • Efficient use of bank core systems
  • Ability to read and interpret attorney prepared documents
  • Capable of reading title work and clearing title exceptions
  • Familiarity with surveys, appraisals, and construction contracts, plans, and budgets
26

Draw Analyst Commercial Real Estate Loan Administration Chicago Resume Examples & Samples

  • Act as initial contact receiving and screening telephone calls and emails, provide factual information which requires tact, discretion and the interpretation of policies and procedures; take messages and refer callers to appropriate Construction Administrator
  • Process and distribute mail
  • Manage correspondence and forms for staff, including drafting, procuring signatures and filing with minimal guidance and direction; review final documents for completeness, accuracy, format, compliance with policies and procedures, and appropriate English usage
  • Initial review documents received from customers, vendors, and contractors for completeness and conformity to processes and procedures before forwarding to Construction Administrators
  • Organize and maintain various office electronic and hard copy files
  • Support invoice processing—including entry in various forms, distribution, and scanning or photocopying
  • Provide administrative support to staff as required
  • Report preparation, monitoring and distribution
  • Set up and maintenance of desk files
  • Set up files within systems; moderate to heavy scanning of documents
  • Application of good customer service skills required in all aspects of responsibilities
  • Must have ability to multi-task and work in fast paced/time sensitive environment to support a team
  • Minimum three years of administrative experience as a Project Secretary or Project Coordinator for a construction company. Working for a construction company is a mandatory requirement
  • Familiarity with standards of business correspondence
  • Outstanding organizational, interpersonal and time management skills; detail oriented
  • Advanced computer skills, including Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Access) and Adobe Acrobat
  • Demonstrated accuracy and thoroughness of work
  • Ability to monitor own work and work of others to verify quality
  • Ability to organize work, set priorities, meet critical deadlines and follow up assignments with minimum direction
27

National Commercial Real Estate Senior RM Resume Examples & Samples

  • Develop and maintain important client relationships
  • Produces and maintains profitable national commercial real estate loan volume
  • Qualifies prospects and takes lead in the development of new business opportunities from those prospects and existing customer base
  • Assists in the development of less experienced National Commercial Real Estate Relationship Managers
  • Excellent interpersonal, written, and verbal communications, negotiation, and analytical skills
  • 10+ years banking experience required
  • 8 to 10 years sales experience preferred
28

Commercial Real Estate Finance Associate Resume Examples & Samples

  • Experience representing portfolio and life company lenders in real estate finance transactions
  • Experience reviewing title and survey
  • Drafting loan documents and reviewing diligence is required
  • Strong written and verbal skills
  • A keen interest in sophisticated real estate finance transactions
29

CCA Commercial Real Estate Loan Administrator Resume Examples & Samples

  • Co-approve or decline all large, complex CRE credit requests based upon BB&T risk-taking philosophy and convey decisions and actions to appropriate regional personnel. Includes credit decisions within assigned lending authority as well as credit decisions up to Bank's internal lending limit
  • Regular interaction with Chief Commercial Credit Officer and Chief Risk Officer
  • Responsible for pricing and structuring the most complex transactions, while maintaining acceptable growth
  • Provide leadership and direction to senior and regional credit officers, as well as senior lending staff. Serve in critical role along with Senior Loan Administrator in guiding/shaping credit culture and risk taking philosophy in daily activities and interactions
  • Member of Senior Credit Committee and Commercial Credit Committee. Responsible for objective review and risk assessment of all large, complex CRE loan relationships through annual review process ensuring that risk-taking philosophy and lending strategies of the Bank are adhered to. Ensure proper risk grades and exposure strategies are assigned to each relationship
  • Support management of problem loans by monitoring past-dues, non-performing assets and Watch List loans
  • Assist with development and implementation of CRE loan policies, procedures, strategies and delivery systems
  • Provide feedback to Community Banking Regional President on lender performance and work to develop appropriate strategies to meet regional goals for CRE portfolio
  • Assist in assessment and training of CRE lending personnel, new merger partners, new hires and Leadership Development Program Associates
  • Bachelor's degree and or equivalent education and related training
  • Twelve years of experience in CRE lending or credit experience
  • Professional real estate certification
  • Previous training in the areas of appraisal, real estate law, CRE asset management and securitization
  • Excellent management skills
  • Proven strong leadership skills
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software
  • Master's degree in business administration
30

Group Leader, Commercial Real Estate Escrow Resume Examples & Samples

  • Prioritize and delegate daily work to staff
  • Monitor workflow and serves as a liaison between unit and management
  • Works under moderate supervision and exercises reasonable judgment in performing duties
  • Works with internal contacts within department or other M&T departments
  • External contacts attorneys, vendors and tax agencies
  • Research and resolve complex issues
  • Interact with vendors in support of procedural questions and issues
  • Acts as a backup during high volume, vacations, absences, etc
  • A minimum of 4 years professional work experience
  • Good PC, Word and Excel Skills
  • Moderate problem solving skills
  • Supports cross training activities and the ability to work in a team environment
  • Well organized with the ability to multi-task
  • Associates’ or Bachelors’ Degree
  • Four to five years office experience
  • Familiar with Real Estate escrow process, tax payments, tax monitoring and escrow analysis
31

Commercial Real Estate Resume Examples & Samples

  • Working knowledge of commercial construction loan disbursements, project accounting, risk management, and loan documentation
  • Strong analytical, time management and organizational skills
  • Ability to identify and discuss with management and senior staff bank policy and disbursement risk issues
  • Minimum 3 years in commercial real estate construction disbursement or commercial Loan Servicing. (Not residential or residential mortgage, must have commercial real estate experience)
  • Strong Accounting Background
  • Knowledge of legal documentation and terminology relating to real estate transactions
  • Knowledge of title insurance, laws, regulations, policies, and procedures
  • Ability to deal with the public, in person and by telephone, in a personable manner
  • Ability to analyze situations and make sound decisions
  • Ability to communicate effectively, both verbally and in writing
  • Ability to work well under pressure and deadlines
  • High level of accuracy and attention to detail
  • Ability to organize, prioritize and follow through on work assignments
  • Finance or Accounting degree or minimum 3 years as a real estate construction disbursement analyst
32

Commercial Real Estate Opening Resume Examples & Samples

  • Prepare, review and negotiate a wide variety of real estate agreements
  • Conduct due diligence including review of title and survey, land use, zoning and environmental issues
  • Provide legal support and services regarding the acquisition and development of retail, hospitality and multi-family properties
  • Prepare, review and draft easements, restrictive covenants for new commercial properties and other related real estate documents
  • J.D. from a top-tier, accredited U.S. law school
  • 2+ years commercial real estate experience at a law firm, corporate legal department, developer, REIT or other real estate portfolio company
  • Ability to work in a fast paced environment that requires and promotes professionalism, collegiality and team-work
  • Ability to confront and overcome business challenges and find lasting solutions for clients
  • Initiative, enthusiasm, resourcefulness
33

Commercial Associate Commercial Real Estate Resume Examples & Samples

  • Undergraduate degree required. Accounting, Finance, Real Estate or related field preferred
  • Minimum of 1-3 years of previous business experience
  • Credit skills
  • Demonstrates initiative/self-motivation
  • Possesses strong interpersonal skills
  • Possesses strong analytical and modeling skills
  • Possesses understanding of corporate financial statements
  • Demonstrates strong critical thinking
  • Demonstrates the ability to independently make decisions
  • Licensing may be required (will support the employee through registration process if needed)
  • Strong Excel, PowerPoint, and Microsoft Office skills
34

Financial Analyst, Commercial Real Estate Resume Examples & Samples

  • Formalized credit training with one to two years of underwriting experience on companies in excess of $20 million in revenues preferred
  • One to three years of relevant commercial real estate, corporate finance, commercial lending, accounting or due diligence experience, preferably in a bank, commercial real estate firm, finance company or accounting firm environment
  • An undergraduate degree is required. Real Estate, Finance, Accounting, and Economics majors preferred
  • Strong computer knowledge and skills. Including in-depth knowledge of Microsoft Office (Excel, Word, Outlook, etc.). Knowledge of ARGUS software is preferred
35

Commercial Real Estate Resume Examples & Samples

  • A minimum of one year of sales-related experience with a demonstrated sales aptitude
  • An ability to balance priorities and exhibit organizational skills to manage both individual and multiple team priorities
  • Ability and willingness to travel overnight extensively during program
  • Must be proficient with MS Office software and able to quickly master the bank's technology and systems
  • Experience in financial modeling
36

Commercial Real Estate Exp d Senior Financial Analyst Santa Monica Resume Examples & Samples

  • B.S. in Finance, Accounting, Mathematics, Business Administration or Economics or closely related discipline
  • Very strong Excel software skills - Argus software skills a big plus
  • 3-5 years of progressive financial analysis experience in real estate industry
  • Strong communication & presentation skills (written and verbal)
  • Flexible and enjoy working as a team member and, individually, depending upon what the project/task requires
  • Strong relationship skills
37

Commercial Real Estate Apprasial Reviewer Resume Examples & Samples

  • Monitor work-in-progress via Internet-based tracking system (RIMS)
  • Promptly answer daily questions from internal clients or vendors relating to appraisals to be ordered, appraisals in progress, completed appraisals and their review, or appraisal policy and procedures
  • Validations of prior appraisals
  • Immediately report to the REVG Manager any improprieties from vendors or internal clients that may cause regulatory concern
38

Senior Accountant With top Commercial Real Estate Group Resume Examples & Samples

  • The successful candidate will have a background in property accounting: residential, retail or commercial
  • Experience with: daily bank/account reconciliations, journal entries, general ledger maintenance
  • Deliver consistently high quality and timely reporting
  • Integrate acquisitions into accounting and reporting frameworks
  • 3+ years of experience within an accounting firm and/or within the real estate industry
  • Experience with Yardi, MRI, or other property software systems
39

Commercial Real Estate Partner Resume Examples & Samples

  • Ability to provide litigation guidance for leading financial institutions
  • Experience working on complex deals
  • MUST have top academic credentials
  • Extensive commercial real estate background in a large law firm
  • Sophisticated experience is a MUST
40

Owner Occupied Commercial Real Estate Banker Resume Examples & Samples

  • Provide support with regard to owner occupied real estate sales, underwriting, field work, processing and closing for the Middle Market Business
  • Effectively communicate the advantages of Chase loan programs to bankers and clients
  • Five plus years proven commercial industrial, office, retail, mixed-use real estate income and owner occupied property lending experience
  • Excellent written and verbal communication skills with the ability to interact effectively with people
  • Marketing and business development experience with a proven track record of analyzing and originating term loans on commercial real estate properties
  • A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing – strongly preferred)
41

Regional Sales Manager Commercial Real Estate Term Lending Resume Examples & Samples

  • Provide active management, recruitment, and talent development of a high volume business development team
  • Provide coaching and encouragement to support the sales culture and provide senior sales expertise in obtaining and maintaining major and/or complex client accounts
  • Support through client retention, new prospect identification and client acquisition
  • Be tuned into local markets, market leaders, trade associations and client functions
  • Evaluate and identify industry trends, market conditions and competition and communicate observations with management and staff
  • Attend client meetings, industry events, conferences, and other functions with key CTL clients, Client Managers and partners
  • At least 5 years sales/origination experience, and at least 2 to 3 years of management experience, in one or more of the product types, e.g., multifamily, construction lending, permanent lending through Fannie Mae or Freddie Mac, low income housing, tax credit investment funds
  • Bachelor’s Degree in Finance, Business or similar background preferred
  • Working knowledge of and connections within the Commercial Real Estate industry
42

Owner Occupied Commercial Real Estate Resume Examples & Samples

  • Own all aspects connected to providing term debt solutions for Owner Occupied industrial, office, retail, and mixed use properties
  • Develop and grow the portfolio through proactively identifying new owner occupied real estate opportunities with current clients and prospects using extensive real estate knowledge and technical expertise
  • Screen opportunities by analyzing market data and property fundamentals
  • Strong track record and commitment to providing high quality service levels to both internal and external customers
43

Credit Risk Analyst Commercial Real Estate Lending & Cmbs Resume Examples & Samples

  • Bachelor’s Degree in a relevant area of concentration
  • 1 -3 years of relevant working experience in analyzing complex structured finance transactions
  • Interest in learning about commercial real estate
  • Willingness to travel for property inspections
  • Computer proficiency required in Excel, Word; will learn numerous applications specific to the Risk function
  • Some level of formal credit training is preferred
  • MBA/CFA preferred, but is not a prerequisite
44

Senior Commercial Real Estate Servicing Specialist Resume Examples & Samples

  • Mortgage Servicing
  • Minimum of four years proven commercial real estate servicing, construction loan servicing, investor accounting or tax escrow experience or equivalent
  • Minimum of an associates degree in business, related field or equivalent experience
45

Commercial Real Estate Research Analyst Resume Examples & Samples

  • 2-3 years of research-related experience required within the real estate industry
  • Basic understanding of commercial real estate fundamentals
  • Local knowledge of the Tampa market preferred
  • Writing and analytical experience required
  • Computer proficiency in MS Office, including Excel, Word and PowerPoint
  • Excellent organizational skills including the ability to multi-task and prioritize efficiently
  • Outstanding communication skills and the ability to interact with both internal and external clients
  • Proficiency in the proprietary database as to input and output
  • Preparation of absorption for office and industrial space on a quarterly basis
  • Superior knowledge of commercial real estate terms and definitions
  • Excellent understanding of statistical calculations involved in correctly reporting vacancy rates, absorption, construction, rental rates, leasing, sales activity, renovation and proposed activity
  • Personnel and workflow management
  • With direction from Florida Research Manager, would be responsible for the generation and compilation of all quarterly market statistics for the Tampa Bay market
  • Interact with and directly coordinates communication to all C&W core business units (ie Capital Markets, Brokerage, etc)
  • Participate in design and development of new, enhanced products and services
  • Write about and analyze proprietary market data (both historical and future)
  • Assist in forecasting and economic outlook information for internal and external clients
  • Produce and compile market information into quarterly reports, and local and national projects and reports
  • Serve as local expert on regional and national research capabilities
  • Compile, coordinate and distribute lease and sale comparable information
  • Responsible for total quality control of products/services
  • Oversee Research data on C&W website and CWNow market research information in relation to accuracy and timeliness of deliverables
  • Maintains historical archives of building level data and market/submarket statistics via historical spreadsheet
  • Train and orient core business units and administrative assistants on Research products, databases and services
  • Actively participate in the development, marketing and enhancement of proprietary database to internal clients
  • Assist in identifying new market trends to target for branch relations, C&W publications, etc
  • Assists in training/orientating new hires with use of standard local orientation materials
  • Interacts with Chambers of Commerce, Economic Development, state and local government entities
46

Senior Commercial Real Estate Research Analyst Resume Examples & Samples

  • Manages and contributes to the coordination and production locally of national and corporate client request
  • Attends, participates in and presents timely market information at branch sales meetings, client pitches and other meetings as needed
  • Proactively seeks market activity information by attending sales meetings, industry organizations/events and through daily contact with brokers and service line managers
  • Directs and writes local quarterly reports and statistical production including forecasting and responding to client requests
  • Stays informed about local market activity and acts as a subject matter expert, interacting with all service lines to provide market insight
  • Participates in the design and development of new, enhanced products and services
  • Educates C&W professionals and staff on research capabilities, including Research products, databases and services
  • Establishes relationships with PR reps in coordination with Corporate Communications - provides Research information for use by branch manager in media interviews
  • Interacts with Chambers of Commerce, Economic Development, Planning and Zoning and other local government entities as needed
  • Accountable for all historical analysis and maintenance of market/submarket historical archives
  • Participates in the maintenance and marketing of proprietary databases and ensures quality and integrity of data
  • Responsible for tracking all market statistics, updating building specific information and data, as well as producing and running reports from C&W internal proprietary market database
  • Accessible to the press and other organizations such as BOMA and NAIOP as the top source of reliable information within the industry for South Florida
  • BA/BS and 3+ years of related experience
  • Knowledge of commercial real estate terms and definitions and basic understanding of commercial real estate fundamentals
  • Excellent writing, analytical and verbal presentation skills are essential
  • Must have the ability to work independently and execute department initiatives
  • Ability to communicate and analyze market conditions for the purpose of business development to support internal and external clients
  • Must be highly detail oriented with superior organizational skills, including the ability to multi-task and prioritize efficiently
  • Strong computer skills including Excel, Word and PowerPoint. Must be proficient in using templates and forms in all three programs, including creating and updating graphs, tables and formulas
  • Experience working with proprietary databases a plus, including the input and out of information
  • Ability to efficiently perform tasks and demonstrate a high level of proficiency in all related software
  • Organizational and workflow management a key requirements for successful candidates
47

Senior Property Accountant With Commercial Real Estate Group Resume Examples & Samples

  • Create Balance Sheet Reconciliation reports in for efficient and accurate month end close
  • Manage accrual basis functions for commercial real estate properties
  • Prepare and analyze financial reports and Complete general ledger and bank reconciliations for month end close
  • Review accounts payable and accounts receivable including month-end closing
  • Timely payment of quarterly sales tax, annual/bi-annual real estate tax and monthly loan interest payments
  • Work with Property Management Staff to maintain accurate tenant ledgers
  • CAM reconciliations and estimates, annual budgets and reforecasts
  • Bachelors Degree required with minimum of three years in general accounting role with demonstrated progressive advancement, prior property management experience desired
  • MRI preferred, but not required
  • Good human relations skills and ability to work well with others
  • Possess high attention to detail
  • Proficient with PC systems and Microsoft Office software
48

Commercial Real Estate Resume Examples & Samples

  • Evaluating audited and unaudited financial statements
  • Experience with real estate investment theory
  • Experience with real estate appraisal review or evaluation and other, third party property reporting
  • MBA or other advanced degree related to Real Estate or Finance
49

Project Coordinator, Commercial Real Estate Resume Examples & Samples

  • Prepare and/or assist in assembling marketing materials such as presentations and deliverables including Broker Opinion of Values, Offering Memorandums, E-teasers, E-mail blast, Marketing Brochures, Tour Packages, etc
  • Gather information for market surveys through collection of building information, maps and pictures and CoStar data
  • Act as team’s liaison to JLL’s research group and assemble reports and statistics to incorporate into marketing materials
  • Update and maintain company Contact Relationship Management database to track prospects, clients and deal information
  • Update and maintain broker bios and other marketing related material as needed
  • Become expert and primary point of contact for brokers on IT issues, email, voicemail and other technical equipment used by team
  • Process deal paperwork by gathering and labeling required documents and obtaining necessary approvals from vendors and clients
  • Prepare and track team expense reports in PeopleSoft and coordinate the payment of invoices with vendors and accounting
  • Event Planning – client events
  • Perform general administrative duties such as printing and binding marketing materials, filing and processing mail, scheduling meetings and making travel arrangements to further support and leverage the capital markets team
  • General support to the Managing Director, Executive Vice President, and VP of Transactions and Business Development
  • Two (2) year degree or equivalent business experience
  • Minimum two to three years experience supporting multiple people preferably in the commercial real estate industry or other professional services organization
  • Must have had at least 1-2 years of experience supporting multiple people
  • Strong ability to multi-task with multiple projects and deadlines in a “high-volume” fast paced environment
  • Strong proofreading and editing abilities
  • Resourceful self-starter; pressure-durable
  • High level of proficiency and working knowledge of Microsoft Word, Excel, Power Point, Outlook, Mapping, Adobe Suite and database software
  • Interested parties should submit their resumes with cover letter and salary requirements
50

Commercial Real Estate Loan Closer Resume Examples & Samples

  • Minimum of four years proven and progressive commercial loan closing experience or equivalent; experience closing syndicated construction loans preferred
  • Paralegal certificate or Bachelors degree in business, related field or equivalent experience
  • Proven communications, analytical, organizational, follow-up and customer service skills
  • Working knowledge of real estate documentation, risk management and collateral monitoring; basic knowledge of pertinent state laws
51

Senior Manager Commercial Real Estate Resume Examples & Samples

  • Build and maintain close relationships, proactively meeting regularly with customers/prospects to assess commercial deposit and cash management needs, condition, and opportunities/risks
  • Actively contribute to the PCM pipeline ensuring it is accurate and current
  • Maintain close liaison with key PCM and Operational stakeholders so as to coordinate continued servicing of customer needs
  • Work in partnership with colleagues across the HSBC network to deliver quality service
  • Work to ensure fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
52

Portfolio Manager, Commercial Real Estate Resume Examples & Samples

  • Credit Assessment (30 %)
  • Client Performance Management (30 %)
  • Sales Support and Partnership (25 %)
  • Management of Team and Team Workflow (15 %)
  • 7-10 years of relevant experience (in-depth knowledge) in negotiating and structuring financial transactions, preferred
  • Minimum of 10 years in financial services industry experience in a corporate lending environment developing business, preferred
  • Formal credit training and prior lending authority, preferred
53

IF Specialist Commercial Real Estate Resume Examples & Samples

  • Working within a team dedicated to the origination and underwriting of Commercial Real Estate or Private Equity Capital Call loan facilities but there will also be exposure to the entire Investment Finance product range, as required
  • Loan underwriting with appropriate risk return characteristics of Citi Private Bank’s standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards
  • Preparation of Credit Applications ensuring accuracy and completeness of data in bank systems
  • Financial Analysis including cash flow statements
  • Collateral Evaluation - Commercial Real Estate and other asset classes
  • Preparation of EDAC and Greenlight memorandums
  • Preparing, negotiating and closing of credit documentation, including liaison with internal and external legal counsel. Preparing and monitoring of borrower compliance with facility covenants
  • Preparing and reviewing facility covenants
  • Portfolio management including CA annual reviews, waivers and extensions, documentation reviews and all related system maintenance in line with CPB Credit Policies
  • Problem Recognition, including credit classification and review of risk ratings, working in conjunction with CPB SARG (Special Assets Restructuring Group)
  • General ongoing credit and documentation related administration
  • Extensive years of experience as a Credit Officer
  • Knowledge of securities, loans, investment, treasury products and other banking products
  • Secured/asset backed lending
  • Experience working with legal counsel in relevant jurisdictions (primarily UK and Channel Islands)
  • Knowledge of financial markets, investments, banking and loan products
  • Financial and cash flow modelling
  • Advanced Excel, Word and PowerPoint
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
54

Commercial Real Estate Credit Specialist Resume Examples & Samples

  • Participate in the relationship risk management process by completing and documenting the following
  • Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy
  • Support Relationship Managers, Market Presidents and Regional Presidents in credit administration of commercial portfolio of the Region in order to achieve desired results of quality, profitability and growth
  • Ensure commercial banking relationships are fully developed
  • Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, risk management and banking in general
  • Bachelor’s degree in Finance, Accounting or Business, or equivalent education and related training
  • Three years of experience in banking industry or related work experience
  • Understanding of financial and cost accounting principles
  • Master’s degree in Finance, Accounting, Economics or Business
  • Demonstrated proficiency in commercial lending systems
  • Knowledge of Bank’s deposit and payments products
55

Commercial Real Estate Services Resume Examples & Samples

  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines
  • Ensures positive public perception by extending a courteous greeting and welcome to existing or potential clients and providing quality client service in servicing their needs by adapting to differences in customers, identifying needs, presenting solutions through product benefits
  • Develops and maintains client relationships and recognizes referral opportunities throughout Trust, Business Banking, Private Banking, and Retail Departments
  • Process all TellerCapture transactions for Commercial Real Estate Department
  • Review account analysis reports and take appropriate action if necessary
56

Commercial Associate Commercial Real Estate Resume Examples & Samples

  • Undergraduate Degree required. Accounting, Finance, Real Estate, or related area preferred
  • Minimum of 3 years of previous business experience
  • Commercial Credit skills preferred
  • Demonstrates initiative / self motivation
  • Licensing may be required (will support the employee thru registration process if needed
57

HNW Commercial Real Estate Director Resume Examples & Samples

  • Minimum four years’ experience with Private Bank commercial real estate transactions including multi-family, office and retail properties
  • Able to implement projects/ business plan to support product development
  • Detail orientation with exceptional analytical skills
58

HNW Commercial Real Estate Product Management Resume Examples & Samples

  • Ability to build strong internal and external partnerships
  • Experience in High Net Worth Lending space
  • Demonstrate creativity and intelligent solutions in structuring client transactions
  • Balance revenue expectations with risk requirements of Firm to ensure client and firm’s interests are met
  • Ability to tactfully and professionally decline transactions while maintain FA and client relationships
  • Possess excellent oral and written communication skills and presentation skills
59

Commercial Real Estate Resume Examples & Samples

  • Accept responsibility for, and complete tasks assigned by CohnReznick management in a timely fashion
  • Make effective use of firm resources to complete a project
  • Manage multiple client projects at any given time
  • Alert CohnReznick management in a timely fashion of any issues, constraints, challenges, and/or scheduling conflicts that may arise in completing the assigned task(s)
  • Education: BS/BA accounting; CPA required
  • Minimum 7 years audit & accounting experience in a public accounting arena or real estate firm preferred
  • Demonstrated writing skills a must; proposal development experience desired
  • Strong research skills
  • Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, Go Systems, and Caseware experience a plus
  • Solid organizational skills with a demonstrated ability to multi-task
  • Knowledge of GAAP and Fair Value Reporting is required
  • Must have experience in managing audits, reviews, and compilations in the Commercial Real Estate Industry
60

Commercial Real Estate Rel Manager Resume Examples & Samples

  • Seven to ten years of lending experience with large scale commercial
  • Strong relationship management and business development/sales skills
  • Well-developed analytical and problem-solving skills
  • Advanced knowledge of credit and credit quality
  • Thorough knowledge of bank products and services
  • Ability to work effectively with individuals and groups in managing customer relationships
  • Excellent presentation, verbal and written communication skills
  • Previous experience in Commercial Real Estate Lending
61

Commercial Real Estate Loan Closer Resume Examples & Samples

  • Ensures all closing processes and procedures comply with Investment Management policies and regulatory requirements
  • Provides recommendations to management on the loan closing strategy and processes that align with industry best practices. Ensures an efficient closing experience for sponsor clients
  • Coordinates and communicates with the internal and external business partners on loan closing activities for new commercial real estate loan investments which may include, the origination team, internal and external counsel, mortgage banking firms, the sponsor business and legal team, any third party report or document providers to ensure loans close within the established time frame
  • Interfaces with in house counsel to resolve certain legal matters and assists in satisfying requirements for legal review
  • Manages closing checklist and ensures commitment and application requirements are satisfied prior to loan closing and funding
  • Collaborates with the loan origination team to ensure business related closing items are completed and documented according to requirements in loan documentation
  • Reviews and approves closing settlement statements, escrow instructions and other documentation as required
  • Partners and collaborates with internal and external counsel, title companies and Asset Administration to support the loan closings and meet funding and wiring requirements
  • Collaborates with Asset Administration to resolve issues with respect to closed loans and provides information to facilitate boarding of closed loans
  • Continues to develop in knowledge and expertise, contributes to the expansion of the team's loan closing skills and knowledge; attends seminars and continuing education classes; completes professionally-recognized designations; participates in professional and industry organizations
  • Minimum of 6 months experience in commercial real estate loan closing with commercial real estate lender, title company, commercial real estate attorney or law firm as a real estate paralegal OR Bachelor's degree in a related field
  • Ability to analyze, interpret and utilize significant data to make sound business decisions in a timely manner
  • Ability to work in a fast paced, time sensitive environment and manage multiple transactions simultaneously
  • Strong organizational skills with a high attention to detail; ability to proactively manage the processes and activities
  • Ability to work independently with minimal supervision, within a team and across multiple internal and external business areas
  • Strong interpersonal, communication (written and verbal) and consultative skills
  • Ability to utilize personal computer applications to include but not limited to proficiency in Microsoft Outlook, Word and Excel
  • Ability to effectively interact with corporate officials, internal and external business partners/leaders, real estate industry and community leaders
  • Ability to maintain and support professional business environment
  • Knowledge and experience in loan closing resolution and related legal matters
  • Experience in reviewing and analyzing title, survey, zoning reports and leases
  • Skilled in reviewing and interpreting UCC, Federal and State Tax Lien, Bankruptcy and Judgement search results and requesting further information as needed
  • Working knowledge and understanding of insurance certificates a plus
62

Commercial Real Estate Loan Closer Resume Examples & Samples

  • Once assigned to a deal, schedule and lead an internal kickoff call to evaluate the current status of due diligence already received or in process and ensure the Deal Team understands what is required to close and assign responsibilities including engaging third party consultants and external counsel
  • When appropriate, schedule a kickoff call with the Borrower to introduce the members of the Closing Team. Loan Closer to distribute a detailed closing checklist prior to the call and determine what if any due diligence may come post-closing. Set clear expectations. Target a general closing timeframe. RM likely to take the lead and manage the call
  • Maintain the closing checklist and lead periodic closing calls to assess the status of items required prior to closing. Ensure everyone has a clear understanding of responsibilities and expected deliverables prior to the next call. Schedule the next call
  • Review the initial draft of the loan documents prepared by BMO external counsel prior to distribution to the Borrower. Ensure the draft agrees with the credit commentary and term sheet. Any discrepancy should be resolved prior to issuance to the Borrower. Review the first round of Borrower comments. Gather input from other Deal Team members and discuss with BMO counsel necessary changes to prepare a revised draft
  • Work with Borrower and BMO external counsel to obtain and review legal due diligence including: title and survey, borrower’s organization documents, major leases, estoppels, SNDA’s and major service contracts such as leasing and property management agreements
  • Coordinate engagement, receipt, review and resolution of issues related to all third party reports among the various constituencies within BMO including: CREASU, Environmental, CLOBR and BMO’s Insurance Consultant. Ensure consultants are engaged as soon as possible, information is received from Borrower and forwarded to the consultant and issues are quickly resolved
  • Work in conjunction with PM to perform KYC/AML due diligence on Borrower(s),/Guarantor(s) and other parties to the transaction as required by BMO policy
  • Work with Syndication Team to deliver required information to participants and coordinate simultaneous closing if required
  • Prepare for closing including: gathering closing costs, preparation/review of settlement statement, obtain/review BMO attorney certification, assist in preparation of pre-close memo
  • Prepare and maintain closing files throughout the closing process. Engage CBSR’s, Deal Specialists and other BMO support personnel to utilize all available resources and facilitate an efficient closing process
  • Prepare a list of open items to be received post-closing including due dates and parties responsible for follow-up, review and approval. Ensure closing binder is received from BMO external counsel and electronically filed on LiveLink
  • Package minimum required critical documentation and route closing docs to Deal Specialist for booking/funding and filing
  • Law degree, nice but not required
  • 7 to 10 years of related experience in Commercial Real Estate Loan Closing
  • Solid knowledge of standard desktop applications used by the business unit
  • Advanced knowledge and understanding of the business unit’s key products and services, processes and controls
  • Advanced understanding of the business unit’s risk and regulatory requirements
  • Advanced knowledge of the business unit’s transaction fulfillment procedures
  • Advanced knowledge of process and/or project management
  • Advanced understanding of internal business partners’ business, services and organization
  • Advanced problem-solving skills
  • Advanced decision-making skills
  • Advanced analytical skills
  • Advanced prioritization skills
  • Advanced customer service and relationship management skills
  • Advanced risk management skills
  • Advanced planning skills (re finance, resource, input on strategy)
  • Advanced influence management/negotiation skills
  • Advanced conflict management/ resolution skills
  • Advanced change leadership skills
  • Strong facilitation/ presentation skills
  • Advanced written and oral communication skills
63

Commercial Real Estate Credit Risk Senior Analyst Resume Examples & Samples

  • Fundamental understanding of commercial real estate property valuation and debt financing
  • Understand and interpret property operating statements and personal financial statements of individual sponsors
  • Use of market research tools for industrial, retail, office and multi-family property types
  • Proficiency in MS Office - Excel (financial modeling), Microsoft Word, PowerPoint
  • Standards relating to the appropriate documentation of work activities
  • Identify and elevate issues in a timely manner, formulate and propose effective solutions
  • Concisely express ideas and convey technical information in written, oral, and electronic communication
  • Project management skills including ability to organize, prioritize, and multi-task to complete assignments on a timely basis
  • Become familiar with the policies, standards, procedures, and regulations applicable to the assigned work unit in a timely manner
  • Understanding of risk impact and consequence of errors in formulating decisions
  • Minimum requirements of 1-3 years experience in commercial real estate or debt financing
  • Any combination of education/and or experience consistent with the above that would demonstrate the capability to perform the duties of the position
64

Commercial Real Estate P.R Manager Resume Examples & Samples

  • Manages day-to-day relationship with national PR agency
  • Cultivates stories from the business to support company positioning strategy
  • Coordinates international releases across multiple regions in partnership with regional PR professionals
  • Drafts press releases in compliance with the firm’s public company communications and PR policies
  • Align editorial calendars and the news agenda
  • Collaborates with digital marketing and social media specialists to facilitate omni channel distribution
  • Writes industry awards submissions
  • Provides leadership and direction to local PR specialists through regular communications
  • Provides backup in developing, writing or editing content for Practice Groups, People Services, Colliers University, Colliers Events, or other teams or special assignments
  • Ensure content and communications comply with and complement the overall company position and visual identity guidelines
  • Solid PR experience within commercial real estate is preferable or within the professional services industry
  • Previous experience of creative B2B PR campaign management and planning
  • Strong writing skills (both a flair for writing and attention to detail in terms of spelling and grammar and editing others’ work)
  • Passion and expertise in social media; including how to exploit social media from a PR and reputation management perspective
  • Excellent communicator
  • Outgoing personality, flexible, dynamic, enthusiastic and fun
65

Senior Commercial Real Estate Construction Loan Servicing Specialist Resume Examples & Samples

  • Mortgage Warehouse Lending Operations
  • Construction Loan Administration
  • Investor Accounting
66

Commercial Real Estate Loan Closer Resume Examples & Samples

  • Ensures an efficient closing experience for sponsor clients
  • Coordinates, communicates and collaborates with internal and external business partners (which include the origination team, internal and external counsel, mortgage banking firms, the sponsor business and legal team, and any third party report or document providers) on loan closing activities to ensure loans close within the established time frame
  • Interfaces with in house counsel to resolve certain legal matters and assist in satisfying requirements for legal review
  • Partners and collaborates with external counsel, title companies and Asset Administration to support loan closings and meet funding and wiring requirements
  • Six months experience as a Commercial Real Estate Loan Closer with commercial real estate lender, title company, or commercial real estate attorney/law firm as a Real Estate Paralegal OR Bachelor’s Degree in a related field OR currently enrolled and actively pursuing a Bachelor’s Degree in a related field
  • Strong organizational skills with high attention to detail and ability to proactively manage the processes and activities of the transaction
  • Strong interpersonal, verbal and written communication and consultative skills
  • Knowledge and experience in closing commercial real estate loans
  • Bachelor’s Degree in a related field
  • Experience in reviewing and analyzing title, survey, zoning reports, leases, and contracts
  • Working knowledge and understanding of insurance certificates
67

Commercial Real Estate MBA Intern Resume Examples & Samples

  • Current enrollment in an MBA or master's level program is required
  • Individuals with real estate, economics, or statistics experience or education is strongly preferred
  • Knowledge of and interest in probability and statistics, modeling, and applied statistical analysis is preferred
  • Strong analytical, problem-solving and effective communication skills are required
  • Candidates must be able to balance collaborative and independent work
  • Knowledge of Excel or similar PC software packages is required with a preference towards experience with SAS, STATA, R or other statistical packages
68

Commercial Real Estate, Credit Analyst Resume Examples & Samples

  • Uses various reporting services to compile reports on clients
  • Researches and analyzes financial statements; interprets findings; and prepares various reports
  • Prepares and delivers written and oral credit presentations
  • Maintains documentation files and monitors compliance with terms of loan/accounts
  • May periodically monitor the financial position of established accounts and bring irregularities to higher level associates
  • Prepares spreadsheets, reports, summaries and opinions
  • Prepares report evaluations, ensuring compliance with organizational policies and applicable State, Federal, agency and investor guidelines
  • Conducts due diligence investigations for prospective transactions
  • Concepts, practices and procedures of credit analysis
  • Federal and State laws
  • Finance and/or accounting principles, practices and procedures
  • Reading, interpreting, analyzing and applying information from credit reports
  • Researching, interpreting and analyzing financial statements
  • Preparing financial position and credit reports
  • Maintaining documentation files
  • Monitoring compliance with loan/accounts
  • Ensuring compliance with organizational policies and applicable State, Federal, agency and investor guidelines
  • Preparing and delivering oral and written presentations
  • Performing due diligence
  • Partner with others to accomplish objectives
  • Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with constant interruptions
  • Provide a high level of customer service
  • Provide support on sales calls
  • Solve moderately complex problems
  • Bachelor’s Degree (B.A.) in Finance, Accounting, Business or related field with three (3) years of credit analysis experience
69

Commercial Real Estate RM Trainee Resume Examples & Samples

  • Demonstrated analytical and quantitative skills, with prior knowledge of accounting principles
  • Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using tact and diplomacy
  • Bachelor's Degree in accounting, finance, economics or related business field, or MBA Degree
  • Previous experience in banking or financial services
  • Demonstrated history of volunteerism including contribution to community/civic organizations and causes
70

Commercial Real Estate Loan Specialist Resume Examples & Samples

  • Typically requires a High School degree or equivalent and 5 years of lending support experience
  • Broad application of lending principles, theories and concepts
  • Advanced knowledge of CBT products, lending policies, procedures and practices
  • Contributes to the development of new lending procedures
71

Commercial Real Estate Equity Operations Intern Resume Examples & Samples

  • Applicants must be pursuing a bachelor's degree in real estate or business management/business administration or a related field
  • Strong preference will be given to those who are pursuing an undergraduate degree and who will not have graduated before the completion of the internship
  • Attention to detail and a results orientation demonstrated through a 3.0 GPA or better, are also preferred
72

Commercial Real Estate Internship Resume Examples & Samples

  • Strong preference will be given to students in their senior year of courswork
  • Communication and leadership skills, demonstrated through formal positions in student organizations or employment experiences, are strongly preferred
  • Attention to detail and a results orientation, demonstrated through a 3.0 GPA or better, is also preferred
73

Commercial Real Estate Summer Internship Resume Examples & Samples

  • Supporting senior members of the team in evaluating potential investment opportunities across various property types and markets
  • Creating and maintaining financial models, sensitivity analyses, analysis of the risks and mitigating factors of potential investments, etc
  • Assisting with creating initial screening memos and final investment memorandums which will be presented before the Investment Committee
  • Interacting professionally with internal credit, legal, and loan origination personnel
  • Assisting with the investment asset management process, and other special projects and assignments as they may arise
  • May or June 2018 Bachelor’s degree candidate
  • Cumulative GPA of 3.3 or better
  • Must be a U.S. Citizen or Permanent Resident
  • Excellent written communication skills
  • Excellent computer skills: Microsoft Office (Excel, PowerPoint)
  • Ability to manage multiple projects concurrently
  • Experience with CRE Research/Modeling tools a plus: Argus, CoStar, Real Capital Analytics, etc
74

Commercial Real Estate Portfolio Mgr-dais Resume Examples & Samples

  • Liaison between Commercial Real Estate Banking RM’s and Loan Analysis for the purpose of preparing and facilitating annual loan reviews and renewals. Includes tracking the receipt of financial statements, compliance of covenants, and borrowing base certificates in addition to underwriting, and scheduling the presentation of analyses at various loan committees
  • Attend client/prospect calls with RM’s in order to gain a thorough understanding of the client/prospect and their business in order to effectively assist in annual reviews, renewals, and prospect conversions
  • Thorough knowledge of various software programs Word and Excel
  • Excellent analytical ability
  • Excellent communication and organization skills
  • Ability to work under critical time constraints
  • Degree in Accounting/ Finance
75

Commercial Real Estate Administrator Resume Examples & Samples

  • Ensure proper preparation and coordination of real estate commercial construction draws among all Dealer Sales and Service Organizations (DSSO), from initial closing to conversion to permanent terms. Serve as the primary headquarters contact to answer any construction loan related questions from Construction Monitors and the field offices and TFS management
  • Develop and supervise training of the Region and DSSO on construction administration matters. Prepare training schedule including training team members to ensure new members are trained on all construction loan functions and systems
  • Ensure proper coordination of non-construction and construction loan closings. Review loan approvals with Dealer Credit Managers. Review insurance certificates. Prepare closing memorandum for Dealer Credit Operations team members
  • Oversee and manage the Construction Monitor Vendor relationship, including preparation of statement of works. Interface with the Legal Department and/or approved outside counsel to address contractor dispute and mechanic’s lien issues
  • 3+ years’ experience in commercial real estate document review and compliance, booking and funding of commercial loans
  • 3+ years’ knowledge and application of commercial real estate credit structure and commercial construction loan monitoring
  • 3+ years’ knowledge of commercial title and title company operations
  • 3+ years’ knowledge of commercial construction real estate insurance
  • 3+ years’ knowledge of local real estate laws to ensure legal compliance
76

Commercial Real Estate Loan Closer Resume Examples & Samples

  • A minimum 3-5 years of Commercial Real Estate closing and/or documentation experience required
  • Proficient use of Microsoft Office and other internet resources
  • Excellence in customer service, highly motivated, focused and goal oriented
  • Ability to work independently on multiple tasks without compromising quality
77

Commercial Real Estate Loan Closer Resume Examples & Samples

  • Providing excellent customer service and effectively resolving customer issues
  • Being proficient in understanding and educating customers on consumer deposit products and consumer lending
  • Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service
  • Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership
  • Adhering to all operational, security, risk and regulatory policies and procedures
  • Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation
  • 1 year customer service in banking, financial services or goal driven retail sales
  • Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go
  • Comfort with technology such as mobile services and online banking services is a plus
78

Commercial Real Estate Market Analyst Resume Examples & Samples

  • College degree, preferably in economics, finance, or real estate (graduate degree preferred)
  • Expert understanding of economic theory and principals and their application to the real estate industry
  • Demonstrated writing skills. Ability to write effectively and in large volumes
  • Strong data and analysis skills, including Excel and SQL data manipulation skills. Proven ability to formulate and test hypotheses about trends in the market
  • Expert MS Office skills
  • Polished presentation and communication skills. Comfortable talking and presenting to others, often in large groups, about market conditions
  • Dynamic professional. Excellent communication, networking and people skills. Persuasive
  • Strong work ethic, self-starter but able to work in a team environment
  • Client orientation, a desire to help clients succeed
  • Must be legally authorized to work in the US
  • Engage in limited custom and consulting work for CoStar Market Analytics clients
79

Commercial Real Estate Due Diligence Analyst Resume Examples & Samples

  • Size of team to be completed at the local level once the Local CD Implementation Leads have performed capacity planning
  • Bachelor’s degree or minimum of 2 years of relevant work experience
  • Commercial banking knowledge
  • A record of successful accomplishment in providing consistently outstanding customer service
  • Language requirements (based on local needs)
  • Proven track record in a client focused environment
  • Proven record of delivery within challenging timescales
  • Stakeholder management (External & Internal)
  • Good verbal and written communication skills at all levels
  • Excellent planning, organisation and time management abilities
  • Ability to be flexible, manage priorities whilst remaining calm under pressure
  • Receptive to change
  • Positive ‘can do’ attitude and an ability to take ownership of tasks through to completion
  • Drive and resilience
  • Ability to work collaboratively and independently when required
  • Ability to have difficult conversations
  • Conflict management
  • Ability to prioritise
  • Ability and willingness to pick-up commercial banking
  • Diligence in formal written communication
80

Stcc Commercial Real Estate Portfolio Specialist Resume Examples & Samples

  • 3 years prior experience in commercial banking or commercial credit OR 2 years commercial portfolio management
  • Experince with Low Income Housing Tax Credits
  • Graduate of a commercial training program OR 4 years experience on a commercial banking team as a commercial banker
81

Commercial Summer Intern Commercial Real Estate Philadelphia Resume Examples & Samples

  • Researching, compiling, and analyzing commercial real estate related data and developing presentations and recommendations working as part of a team and/or independently
  • Projects which may include analysis related to real estate property types and markets, website organization, etc
  • Assist commercial real estate team with development and assessment of real estate project economics and market research
  • Attend classes focused on understanding commercial credit or other aspects of Commercial Banking
  • Enrollment and demonstrated academic achievement in an undergraduate degree program with a graduation date of December 2017 or May 2018
  • Minimum GPA of 3.5 preferred
  • Initiative taker who can handle multiple priorities
  • Excellent interpersonal and verbal/written communication skills
  • Strong project management and organizational skills
  • Team player who can work closely with others to complete projects under tight deadlines
  • Software skills: Solid MS Word, PowerPoint and Excel
  • Your overall GPA noted on your resume
  • Why you are interested in Commercial Banking and Citizens Bank
  • What skills and character attributes you think you bring to the program
82

Summer Internship Wholesale Banking Commercial Real Estate Resume Examples & Samples

  • Ability to think and work independently and in a team, professional demeanor, high energy and a “can-do” attitude
  • Highly organized; ability to prioritize time-sensitive assignments
  • Demonstration of curiosity and desire to learn and contribute to the team
83

Commercial Real Estate Lender Resume Examples & Samples

  • Meets with prospective borrowers to present the Bank's products including loans and deposits
  • Underwrites loan packages
  • Prepares loan presentations
  • Visits the subject property
  • Reviews appraisals and environmental reports
  • Reviews leases and financial statements
  • Reviews commercial loan documents prior to closing
  • Assists the servicing area when needed and maintains the relationship with the borrower
  • Attends various industry and trade organization meetings to promote the Bank
84

Team Leader Commercial Real Estate Lending Resume Examples & Samples

  • Develop strong client relationships assuring timely and effective delivery of loans
  • Provide direction and overall supervision to the Lending officers to include credit supervision and sales activities
  • Manages and evaluates loan production goals of the lending staff
  • Reviews and evaluates loan production, client call activities and new prospective client initiatives
  • Responsible for assuring market competitiveness through varied marketing campaigns, new product innovation
  • Responsible for the referral of other non-lending banking products to include deposits, home mortgages, consumer loans, business loans and non-insured deposit products
  • Supervision of the commercial mortgage unit in the Astoria market
  • Position will supervise team personnel including the following: underwriters, processor and closers
85

Commercial Real Estate Loan Administrator Resume Examples & Samples

  • Responsible for integrity of overall CRE loan administration(inception to payoff) for assigned loans and customers; ownership for monitoring terms of loan agreement and policy/procedure/compliance requirements, with consistently accurate analysis and attention to detail
  • Responsible for construction draw monitoring, including critical analysis of detailed construction documentation (AIA), sources and uses, title, inspections, tenant improvements, insurance, and related requirements for managing construction risk
  • Manages customer requests within the terms of commercial real estate loan documentation, bank policy and business segment procedures, always with the goal of enhancing the customer experience. Includes renewals, extensions, modifications, draws, line advances, payments, wire transfers, insurance, taxes, collateral accounts, payoffs, releases, etc
  • Responsible for ongoing CRE portfolio review and analysis for identification of potential risks and adverse situations that may impact the bank's interest. Communicates and escalates such risks, pursues corrective action and drives solutions. Advises fellow colleagues of material customer activity
  • Develops and maintains positive relationships with customers, title companies, construction consultants and contractors. Periodic customer meetings and project site visits
  • Requires a solid understanding of commercial real estate property types, documentation, state lien laws and title practices, and construction due diligence requirements
  • Recommends process improvements & solutions, always thru the lens of the customer, and with an eye toward potential cross-sell opportunities to deepen the customer relationship
  • Responsible for the collection, review, and maintenance of due diligence & customer information (including but not limited to third-party reports, financial information, etc)
  • May monitor receipt of financial reporting requirements, and assist with covenant compliance testing
  • May assist with third-party report engagements and/or follow-up (ie: appraisals / environmental reports, property condition reports, etc)
  • Maintains accuracy of loan and customer information on system of record and works with Commercial Loan Servicing to escalate and resolve errors as necessary
  • Maintains complete and organized customer records / files (both paper and electronic)
  • 3 - 5 years of lending administration experience that includes mortgage documentation preparation and review. Construction draw knowledge/experience is preferred
  • Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner
  • Proficient use of Microsoft Office software, internet resources, and various bank applications
  • Excellent written and verbal communication skills, including grammar and demeanor
  • Strong mathematic, analytic, and organizational skills with attention to detail, planning and follow-up
86

Commercial Real Estate Resume Examples & Samples

  • Bachelor’s degree in Finance or related field
  • Minimum 3 years of relevant work experience
  • Key to understand transaction services (e.g., leasing, subleasing, selling, buyout, termination, auto-renewal, holdover, market rents, negotiations)
  • Detail-oriented & Time Management Skills – Ability to focus on detail and meet hard reporting deadlines requested by client
  • Communication – Excellent presentation skills (verbal and written English), Strong understanding of analytic/statistical concepts with the ability to explain to others
  • Strategic Thinking – Ability to think broadly, create a shared vision, and embrace change as an opportunity
  • Client Management – Understanding client needs and setting and managing appropriate client expectations within system, project, or contract constraints all while providing exceptional and enhanced customer service
  • Team-building – Key stakeholder and collaborators are geographically dispersed. Getting results from ad hoc groups of disparate people is critical
  • Organizational Agility – Knowledgeable about how organizations work; own the projects and have a can-do attitude
  • Process Improvement – Committed to continuous improvement through empowerment and management by data; is willing to re-engineer processes from scratch
  • High level skill with Microsoft Office (Excel, PowerView, Word, PowerPoint)
  • SharePoint experience, a plus
87

Commercial Real Estate Lender Resume Examples & Samples

  • Preparing loan presentations
  • Reviewing and maintaining credit files
  • Cross selling bank products and services
  • Calling on CRE clients to establish a book of business
88

Loan Administrator, Commercial Real Estate Resume Examples & Samples

  • Must possess 4 or more years of experience in commercial real estate loan documentation and closing
  • Experience in loan funding a plus
  • Previous experience in a Team Lead capacity preferred
  • Must possess strong working knowledge of Microsoft Office Suite
  • Experience with loan systems such as HotDocs and/or LaserPro a plus
  • Must possess excellent oral and written communication skills
  • Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines
89

Account Executive, Commercial Real Estate Resume Examples & Samples

  • Serve as the primary communication link between Cushman & Wakefield and the client
  • Deliver value in a coordinated manner for our client and enhance the understanding of and information about Cushman & Wakefield
  • Develop and implement tactical and strategic account planning
  • Develop and ensure financial performance of designated account(s) or specialization
  • Optimize profitability and assist in pursuit of development of new business
  • Demonstrate initiative through taking on additional assignments and responsibilities
  • Interact effectively with clients, resulting in retained/expanded business
  • Develop and recommend department operations policy; provide strategic leadership within the department
  • Uphold ethical standards of the company and support company-wide initiatives
  • Prepare or ensure preparation of annual budgets or needed financial documents
  • Communicate budget process, oversee on-time delivery of budget, answer Cushman & Wakefield questions, and intercede in any service delivery issues
  • Ensure the implementation of routine and specific human resource issues as they relate to subordinates including hiring new employees, performance management, and salary adjustments; ensure new team members are properly oriented and trained
  • Assist with the development of proposals & presentations for prospective projects
  • Develop, coach, and mentor a high performance motivated team
  • Review and approve all major projects in the department
  • Effectively staff and develop bench strength and succession planning – positioning for new business
  • Demonstrate advanced problem solving skills for a variety of complex situations
  • Ensure client satisfaction with Cushman & Wakefield’s staff
  • Implement client satisfaction changes with local office if appropriate
  • Communicate clients’ acquisition criteria
90

Summer Internship Commercial Real Estate St Louis Resume Examples & Samples

  • Analytical and problem solving skills
  • Solid understanding of collateral requirement
  • Relationship management abilities, sales skills,
91

Commercial Real Estate Sales Associate Resume Examples & Samples

  • Real Estate Salesperson license or willingness to obtain
  • Ability to provide efficient, timely, reliable and courteous service to customers
  • Intermediate to advanced skills with Microsoft Office Suite, Argus a plus
92

Commercial Real Estate Lending Leader Resume Examples & Samples

  • Evaluating proposed real estate transactions to ensure risks are thoroughly analyzed, understood, mitigated, and within Genworth's risk parameters. Must be solutions-oriented and able to balance the needs of sound credit with business goals
  • Ensuring due diligence has been properly completed, and deals are appropriately structured, documented, approved, and closed in a timely and efficient manner
  • Providing leadership and guidance to the underwriting, closing, and special assets teams. Ensuring the teams are knowledgeable of and operate in accordance with Genworth’s guidelines and standards
  • Collaborating with the CRE Loan Portfolio Management team to effectively monitor the CRE portfolio, and proactively address potential credit concerns. Reviewing risk ratings on a quarterly basis
  • Leading and managing projects for the team and department, as needed
  • Collaborating with various teams within Genworth's Investments department as needed
  • Minimum of 10+ years of commercial real estate credit and underwriting experience; preferably at an insurance company or bank
  • Superior analytical and problem solving abilities
  • Strong influencing and leadership skills
  • Ability to coordinate, monitor and motivate others to meet goals
  • Ability to work well with all levels of management and staff
  • Willingness to travel when necessary
  • MBA/CFA
93

Financial Analyst Commercial Real Estate Finance Resume Examples & Samples

  • Financial Analysis, Due Diligence and Research - Conduct financial, real estate and credit analysis, financial modeling, structuring, and capital structure analysis for real estate transactions with general supervision. Assess information required to perform all pertinent analyses and to compose transaction-related documents; compile information request lists and track the information gathered; assist investors in their due diligence process. Research current and prospective clients, comparable companies and transactions, and industries; monitor and research capital and real estate markets; update client and lender databases
  • Drafting Transaction-Related Documents - Draft offering memorandums, pitch books, term sheets, internal memos and other communications with clients and investors
  • Closing and Pricing Transactions - Review, process documents, market, price and close transactions
  • Preparing Client Proposals and Presentations - Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals; supervise production and distribution. Also, prepare and supervise external marketing initiatives
  • Participate in other projects as requested by management
  • Bachelor’s degree required with concentration in Finance or Accounting preferred
  • One to three years of financial industry (real estate) experience preferred
  • Working knowledge of commercial real estate financings preferred
  • Series 7, 79, and 63 licenses preferred (required within 6 months of hire)
  • Analyze financial statements and related data to assess historical financial performance, credit quality, current condition and future outlook for various credit tenant lease transactions
  • Strong analytical, mathematical and written skills
  • Delivers clear, effective communication and takes responsibility for understanding others
  • Solid working knowledge of financial accounting
  • Computer proficient – (Excel, Word, PowerPoint)
  • ARGUS experience preferred
94

Summer Internship Commercial Real Estate Resume Examples & Samples

  • Thorough knowledge of credit
  • Relationship management abilities, sales skills
  • Well-developed written communication, and presentation skills
  • Proficiency in Excel with strong working aptitude in remaining Microsoft Suite
95

Associate, Commercial Real Estate Banking Resume Examples & Samples

  • Structured revolving facilities
  • A BS/BA degree (Business, Finance & Accounting preferred; all majors considered)
  • Typically a minimum of 3 to 5 years of credit analyst experience in Commercial Banking or Investment Banking; preferably focused in Real Estate
  • Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
  • Experience in building and maintaining positive client relationships
  • Superior Excel and Power Point skills
  • Superior analytical, quantitative, leadership, interpersonal and written/verbal communication skills
  • Keen attention to detail and creative mindset
  • Proven ability to multitask and meet deadlines in a fast-paced environment
  • Permanent and/or unrestricted authorization to work in the U.S
96

Commercial Real Estate National Support Manager Resume Examples & Samples

  • Work to help area offices in recruiting agents and be proactive in ethics and legal issues that arise
  • Assist agents in building business and becoming an expert in that sector
  • The manager will be well versed in the tools and technology we utilize and be able to educate others
  • Understand and communicate the advantages of Coldwell Banker’s value proposition
  • Ability to educate and network virtually, utilizing our technology platform
97

Commercial Real Estate Loan Administrator Resume Examples & Samples

  • Responsible for reviewing due diligence materials, ordering third party reports, and meeting compliance requirements. Resolves any diligence and compliance issues
  • Ensures that final loan packages meet BOW standards in preparation of the boarding process. Confirms final loan package meets all requirements. Once confirmed, images required files for submission
  • Maintain loan file imaging. Ensure complete and accurate imaged files are maintained for presentation in internal and external audits
  • Ability to think independently and apply sound judgement in making decisions that mitigate the risk profile
  • Project management skills
98

Commercial Real Estate Loan Processor Resume Examples & Samples

  • Serves as primary support for payments, draws, advances as part of the servicing function. Provides ongoing tracking and monitoring of covenants, insurance, et. al. to management. Monitors loans for delinquencies and notifies appropriate deal team member for action
  • Performs loan processing support for loans transferred to REMAD, SAD and AGMAD
  • High School - Required
  • Bachelor’s Degree in - Preferred
  • Requires advanced knowledge within a specific discipline typically gained through extensive work experience and/or education
  • Requires 7 years minimum experience. May require vocational or technical education in addition to prior work experience
  • Expertise in compliance policy (OFAC, KYC, insurance disclosures, etc)
99

Senior Commercial Real Estate Closer Resume Examples & Samples

  • Must possess 2 or more years of experience in lending, preferably in Commercial Real Estate
  • Knowledge or experience in private equity or venture capital lending preferred
  • Must possess knowledge of LaserPro, HotDocs, or similar loan documentation systems
  • Knowledge of CLO and/or AFS preferred
100

Transaction Manager, Commercial Real Estate Resume Examples & Samples

  • The Transaction Manager will work with a dedicated Financial Analyst to drive analytics to be reviewed by the client
  • Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of commercial real estate products within the class site office sector
  • Coordinates field broker selection and other required resources, subject matter experts, and business partners
  • If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution
  • Drafts and creates a large variety of analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value
  • Coordinates the negotiation of sales through a field broker. Negotiates leases and lease amendments. Monitors lease expirations. Negotiates lease renewals within prescribed timeline
  • Disposes of surplus properties within prescribed timeline. Understands how to review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions
  • Works closely with CBRE and/or client's Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines
  • Monitors and maintains a real estate project tracking system to ensure timely transaction completion
  • Prepares reports and makes presentations to relevant parties. Adheres to all state real estate agency requirements
  • Ensures compliance with CBRE's corporate policies as they relate to identifying and mitigating potential conflicts of interest. Resolves landlord and tenant disputes. Other duties may be assigned
  • Ability to lead transactions from lease transactions to lease annuities with no supervision
  • Fluent in discussing key financial terms and metrics, annuity, net present value etc
  • GAP accounting knowledge relating to lease transactions and financial analysis experience
101

Commercial Real Estate Senior Loan Closer Resume Examples & Samples

  • 3-5 years as a Commercial Construction Real Estate Closer or related real estate experience required. (Not mortgage, must have commercial real estate experience)
  • Thorough knowledge of real estate loan documentation, risk management and collateral monitoring
  • Advanced analytical, time management and organizational skills
  • Working knowledge of differences in state law (within region)
  • Ability to communicate effectively with customers, bankers and /or credit management
102

Commercial Real Estate Senior Loan Administrator Resume Examples & Samples

  • Responsible for all aspects of loan closing including ordering and reviewing third party reports, balancing construction budgets, reviewing and negotiating loan documents
  • Process monthly construction and development draws and coordinate inspections with third party servicers. Advise Loan Officers of any draw inaccuracies
  • Work in a team environment at WAFD’s corporate headquarters
  • Train junior Loan Administrators
  • Maintain accurate system records
  • Process payoff requests and facilitate reconveyances
  • Maintain a working knowledge of WFS policies and procedures as well as regulatory guidelines
  • Assist Loan Officers and Analysts as needed
  • Perform master file maintenance, ensure accuracy and completeness
  • Minimum 5-years experience processing construction and land development projects
  • Must have a good understanding of commercial real estate lending terminology and closing requirements
  • Ability to deal effectively and tactfully with a wide range of customers
  • Excellent computer skills, including Windows applications (WORD and EXCEL are essential)
  • Proficient 10-key and/or financial calculator skills
  • Accurate typing and general office skills
  • Ability to maintain a high level of accuracy and attention to detail
  • Ability to organize, prioritize, and follow through on work assignments with minimal supervision
103

Commercial Real Estate Loan Processor Resume Examples & Samples

  • 10% Pipeline Management
  • Assist Loan Officer with pre-pipeline assessment of credit worthiness for consent to proceed
  • Monitor pipeline daily to identify and obtain follow-up items
  • Daily status reporting to Production team
  • 70% Loan Processing
  • Review and input loan and customer due diligence information for CIP-CDD purposes in ESB
  • Perform pre-closing and post-closing compliance duties as it relates to systems, loan review, and quality control
  • Communicate receipt of documents and provide ongoing updated review to the originating Loan Officer
  • Work to clarify and/or correct all problems or errors with open dialogue
  • Review submissions for completeness/accuracy in preparation of initial credit review
  • Prepare documentation as needed to facilitate file submission
  • Prepare a “Needs List” of additional documentation required to complete the loan submission package. Follow-up with Borrower as needed
  • Update systems databases to reflect most current status of loan file
  • Verify accuracy and completeness of financials and credit conditions
  • Review entity documentation to confirm loan structure has been properly requested
  • Independently order third party reports as needed based on loan parameters
  • Analyze loans as it relates to federal tax returns including all schedules and Income & Expense statements
  • Foster and maintain ongoing relationships with all key parties involved
  • 10% Training and Development
  • Willingness to mentor and provide guidance to co-workers within division and with partners within the bank
  • Ensure compliance with bank and regulatory requirements
  • 10% Special Projects
  • Assist other departments with post-boarding functions as needed
  • HS Diploma/ Associates Degree or equivalent and minimum of 4+ year experience/Bachelors and at minimum 2 years’ experience processing, closing, or underwriting within the commercial mortgage platform
  • Ability to become highly proficient on all Bank Systems Familiar with all due diligence information necessary to efficiently process loan results and ensure compliance with regulatory requirements
  • Bachelor degree in Business or a related field preferred
  • Ability to use experience and judgment to accomplish independent goals
  • Provide exceptional customer service while exhibiting strong oral and written communication skills
  • Strong analytical and decision making skills while working independently
  • Competent in Microsoft Excel, Word, and Outlook
  • Highly organized and detail-oriented, with the ability to multi-task and prioritize work in a fast-paced team environment to meet production goals
104

Commercial & Real Estate Finance Technology Resume Examples & Samples

  • This position is in support CIT Group’s Business Intelligence (BI) Reporting initiatives supporting commercial lending
  • Position is predominantly responsible for providing reporting as well as analysis, implementation, and support for multiple systems utilizing data originating from the LoanIQ system environment however, the position will also provide reporting for other commercial lending receivable platforms
  • Design and develop BusinessObjects Universe and Report enhancements for the purpose of proper data representation
  • Provide instruction and mentoring to other development personnel in essentials of creating ad-hoc reports or using “canned” repository reports
  • Bachelors degree from an accredited college in a related discipline, or equivalent experience/combined education, with 5 years of professional experience; or 3 years of professional experience with a related Masters degree
  • Detailed knowledge of LoanIQ database structures and relationships
  • Experience with IT systems design and development in SDLC environments, with experience in multiple lifecycle approaches
  • Experience with BusinessObjects V4 suite of applications, designing and developing BusinessObjects Universes and Webi reports (using both universe objects OR embedded SQL)
  • Strong background in developing queries against Oracle relational databases
  • Strong background in developing queries against SQL databases
  • Excellent communication, presentation, and interpersonal skills
  • Strong documentation skills
  • PL-SQL programming experience
  • Experience with QlikView dashboard solutions
  • Experience designing, developing and implementing SQL scripts
  • Work experience in Oracle database and server configuration as well as performance tuning
105

Commercial Associate Commercial Real Estate Resume Examples & Samples

  • Minimum of 1 - 3 years of previous business experience
  • Commercial Credit skills
  • Demonstrates initiative / self-motivation
106

Credit Risk-middle Market Commercial Real Estate VP Resume Examples & Samples

  • Underwrite and manage a diverse portfolio of middle market commercial real estate loans (generally $3-10,000,000 each)
  • Monitor the ongoing financial condition and performance of the Borrower/property, covenant compliance, and the value / condition of the collateral
  • Make timely recommendations regarding changes in credit classification and risk rating. Develop / implement remedial action plans
  • In conjunction with the Business Unit and / or Financial Advisor (FA), maintain frequent communication with the Borrower and the Borrower’s financial advisors
  • Keep current on major developments and changes in financial condition and identification of potential additional financing needs
  • Keep the FA informed of relationship status and action plans on an ongoing basis
  • Pre-screen appropriate transactions and communicate with Business Unit and / or Financial Advisor
  • Responsible for conducting and/or reviewing all due diligence on new credit requests, modifications, renewals, and increases for existing clients including credit analysis, financial statement analysis, client calls and visits
  • Develop and negotiate structuring recommendations within the context of the Firm’s credit policy and philosophy
  • Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigants
  • Ensure accurate and timely update of pipeline reports. Participate in ongoing pipeline meetings. Facilitate meeting budgeted loan volume goals through efficient and timely processing of loan requests
  • Make approval or decline recommendations to credit approvers. Articulate recommendation in a clear, concise and informed manner
  • Demonstrate acceptable level of preparation and knowledge
  • Work with internal and external legal counsel and loan operations to prepare amendments and waivers
  • Manage all loan requests within stated turn times unless justified as an exception. Manage expectations through active communication with Business Unit, FA and / or client
  • Provide guidance on procedures and make recommendations where appropriate
  • Responsible for the integrity of Borrower’s loan data in internal credit systems; responsible for maintaining accurate internal credit ratings
  • Utilize credit authority in an appropriate manner in accordance with credit policies and procedures and protecting the interests of the firm
  • Escalate material individual relationship or portfolio observations promptly
  • Responsible for FASB 114 analysis and recommendation of provision to the ALLL for the portfolio
  • This may develop into a “player / coach” role. The ideal candidate will be a more experienced individual with a willingness and ability to do all of the above while assisting less experienced members of his / her team to do the same in the context of each of their overall development plans
  • MBA preferred although not required
  • Minimum 15 years of commercial real estate lending and credit analysis in private bank or commercial bank
  • Formal commercial credit training required
  • Detail oriented with exceptional analytical skills
  • Ability to manage and lead a team
  • Maintain poise and presence coupled with exceptional interpersonal skills to manage relationships with sophisticated high net worth clients and their advisors
  • Possess strong customer service, problem identification and solution techniques
  • Ability to meet deadlines and manage FA and client expectations
107

Commercial Real Estate Salesperson Resume Examples & Samples

  • Extensive coaching and mentoring from local, regional and national management
  • Mentorship with a top-producing agent (if appropriate)
  • Training program unmatched in the industry
  • A formula for success proven over the 40 year history of the firm
  • Affiliation with the industry leader
108

Commercial Real Estate Portfolio Specialist Resume Examples & Samples

  • 2 years credit analysis for commercial banking
  • Familiarity with Commercial Real Estate property types and risks associated with various property types
  • Completion of intermediate accounting / finance courses OR comparable commercial content course-work
  • Graduate of a commercial banking training program OR 3 years’ experience on a
109

Commercial Banking / Commercial Real Estate Resume Examples & Samples

  • Advise CRE and CDB on compliance topics
  • Interface with CB Compliance Practices to deliver appropriate compliance coverage
  • Assist in regulatory exam management / interactions & internal audits
  • Identify and articulate metrics that support the compliance program
  • Act as a liaison for senior business leaders in support of the broader compliance program
  • Coordinate with CB Legal, Global Compliance & Operational Risk to implement strong compliance culture
  • Develop and deliver ad-hoc live training sessions / programs as needed
  • Bachelor's Degree required, MBA or professional certification preferred
  • Financial Industry and Regulatory Compliance experience including management/project management experience (5-7 years)
  • Excellent analytical, organizational and writing skills
  • Proficiency in the following
110

Commercial Real Estate Resume Examples & Samples

  • Provide construction budget, documentation and site inspection oversight on all assigned construction project loans
  • Job includes reviewing monthly contractor pay applications, blueprints, surveys, contracts, loan agreement language, and supporting documentation to resolve problems and answer questions and concerns throughout the construction project
  • The ability to interpret the legal, technical and financial impact of construction issues for other members of the bank and various outside professionals
  • The ability to analyze construction problems, perform due diligence and recommend solutions or appropriate courses of actions is required, as is the ability to determine the potential liability and construction risk exposure to the Bank for conditions that may exist
  • Review, approve and resolve discrepancies on draw requests
  • Negotiate resolutions for mechanics liens
  • Administer project equity requirements and additional equity solutions
  • Managing and negotiating with third party consultants
  • Create and maintain department procedures
  • Maintain a portfolio of loans which generate 60+ commercial draws per month
  • Communicate and negotiate with Borrowers, Lenders and Contractors
  • Some light travel is required periodically
  • Bachelor's degree in architecture or building construction or related construction industry field
  • 1-3 years of experience in the construction industry
  • Construction trade skills and a thorough understanding of architectural and construction principles, contracts, practices and techniques is necessary
  • Ability to monitor own work to verify quality
  • Ability to multi-task and take initiative, cheerfully and respectfully handling multiple assignments simultaneously and meeting deadlines in a fast-paced environment
  • Experience in handling sensitive and confidential business matters and information with discretion
111

Country Head of Commercial Real Estate Resume Examples & Samples

  • Providing clear direction to the Real Estate team
  • Ensuring that the global Real Estate strategy is understood and implemented
  • Driving best practice within the Real Estate team
  • Leading with practical advice, guidance and coaching to the Real Estate team, including at client and professionals meetings
  • Commercial Real Estate is part of CMB. The segment is a discreet business with direct line management into the Country Head of CMB and functional line management in to the Regional Head of CRE. The target client base comprises top-end corporate businesses typically with turnover of greater than US$50m (no maximum)
  • Deep expertise and experience of CRE (12-15 years) with extensive knowledge of own country marketplace
  • Excellent understanding of all commercial banking products & services, credit assessment processes, approvals, etc
  • Excellent working knowledge of complex transactions and credit structures
  • Good understanding in all banking products, especially GM, GB , PCM, Trade, Private Banking, Insurance, and wealth management products
  • Excellent commercial lending, risk assessment, trade finance experience
  • Business related degree and regulated sales qualification (as relevant to each market)
  • Knowledge of CMB’s international proposition / product capabilities
  • Broad knowledge of HSBC Group capabilities
112

Commercial Real Estate Controller Resume Examples & Samples

  • Prepare all aspects of the financial statement package, including journal entries, general ledger analysis & review, and special customized reports
  • Monitor and maintain operating cash balances and prepare monthly bank reconciliations
  • Manage the accounts payable and receivable activities for assigned portfolio
  • Deposit and record tenant rent payments
  • Process tenant adjustments and monthly billing
113

Senior Commercial Real Estate Controller Resume Examples & Samples

  • Assist in formulating the Division's future direction and supporting tactical initiatives
  • Monitor and report on financial performance of strategic business plans
  • Report risk issues to the audit committee of the board of directors
  • Manage processes for financial forecasting, budgeting and consolidation reporting
  • Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting
  • Cash flow planning and ensure availability of funds as needed
  • Assist in the preparation of month end and year end closing
  • Comply with local, state, and federal government reporting requirements and tax filings
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Commercial Real Estate Credit Products Associate Resume Examples & Samples

  • Provides support to the regional and division managers for special projects and reporting tasks. Such special projects may include compliance tracking, portfolio analysis, budget forecasts and the creation of excel based underwriting tools
  • Attends client and team meetings and assists in determination of client needs. Assists Relationship Managers and others with completion of Credit Requests and other tasks as needed, providing analysis and review as applicable in a timely fashion free of errors
  • When requested, acts as a team member providing support to the relationship managers and Regional Manager, providing current and timely analysis during the loan underwriting process
  • When applicable, interfaces directly with borrowers to obtain financial information and review financial information directly
  • May assist in review of credit requests
  • Prepares and updates reports as necessary
  • LI-LN1
  • Associate’s Degree in Business or Finance - Preferred
  • Bachelor’s Degree in Business or Finance - Preferred
  • Requires practical knowledge of job area typically obtained through advanced education combined with experience
  • Requires 3 years minimum prior relevant experience
  • This CBG Credit Analyst position is assumed to be part of the career path for future relationship management or credit-related job families
  • Position will involve preparation of credit proposals or credit synopsis covering credit limits for banks and financial institutions for Trade Finance, Treasury, Syndications, or other business groups that may require Credit and Counterparty Risk approvals
  • Strong knowledge and ability to analyze financial statements, tax returns and cash flow
  • Strong working knowledge of other software used for analysis such as MFA and Tax Analysis
  • Ability to perform independently with a minimum of supervision
115

Commercial Real Estate Deposit Sales & Service Representative Resume Examples & Samples

  • Opens accounts, verifies and processes changes to existing accounts, answers client questions, and resolves related account problems to ensure customer satisfaction. Prepare all documents and paper work, assist customers with signing documents necessary to complete transactions, receive initial deposits and/or transfer funds from existing accounts or prepare sight draft to obtain funds
  • Takes ownership in preparing and setting up clients with Wire Transfer capabilities. Monitoring and maintenance of all related functions required per the Associated Bank Wire Transfer Policy
  • Develop and monitor escrow accounts
  • Enroll customers to enable their usage of all technologies central to maximizing convenience and accessibility
  • Prepare and deliver all teller transactions for Commercial Real Estate Department
  • Review account analysis statements as provided by CDTM and take appropriate follow-up action
  • Place and maintain all collateral holds
  • Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting, or related discipline
  • 2-4 years of experience in CRE or commercial/retail banking
  • Working knowledge of loan documentation, loan structuring and collateral procedures
  • Working knowledge of CRE lending policies and procedures
  • Knowledge of DDA products in commercial and retail banking
  • Customer Relations
  • Ability to Multi Task and Prioritize
  • Organizational
  • Computer literate in Microsoft Office products, and the ability to quickly learn new software/systems
  • Thorough knowledge of bank products, services and systems
  • Proven analytical and accounting skills
  • Self-starter and independent worker, ability to work with minimum supervision
  • Ability to exercise good judgment and sound decision making skills a must
116

Commercial Real Estate Loan Analyst Resume Examples & Samples

  • Write loan narratives which include the analysis of both client financials and a variety of income property including but not limited to multi-family, commercial, mixed-use, and industrial properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt (approximately 50% of time)
  • Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), ELC, and clients to help determine loan structure, loan amounts, and products
  • Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level
  • Communicate directly with clients to obtain missing financial information and answer questions related to deals
  • Print and organize all financial documentation and compile loan files. Review loan files for completeness, identify missing documentation, and generate needs list for clients and RMs
  • Identify and report to RMs any risks related to loan collateral and/or client financial state
  • Complete some basic loan processing, such as entering loans on system (PowerLender). Must be proficient in Moody’s or equivalent financial analysis software, must be an expert with Microsoft Excel
  • Order third party reports and open escrow. Work with all third parties to ensure reports are completed on time
  • Manage loans through closing and funding stage. Work with escrow to coordinate closings
  • Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants
  • Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment
  • Review set-up loan files for completeness and identify and missing documentation or potential problems
  • Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented
  • Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance
  • Work positively and proactively with all members of the team
  • Cross trains other team members, when applicable
  • Perform duties & responsibilities specific to department functions & activities
  • Performs other duties & responsibilities as required or assigned by supervisor
  • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
  • Extensive experience in underwriting multi-family and commercial real estate loans. Construction a plus
  • Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data
  • Familiarity with commercial real estate appraisals
  • Ability to multi-task and work in fast paced/deadline oriented environment
  • Expert knowledge in Excel
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Manager, Commercial Real Estate & Development Resume Examples & Samples

  • Manage and supervise property and tenant portfolios, which includes required appraisals, lease renewals and terms, leasing of vacant space, and property management requirements
  • Negotiate, manage and track all lease renewal activities, which includes preparing data for lease extension analysis, securing comparable data from appraisers, exercising options to renew on time, negotiating new rents at or below target values, etc
  • Lead negotiations in complex situations, like expropriations by provincial or municipal bodies and representing our rights and obligations to landlords and municipalities on both owned and leased assets
  • Provide accurate and prompt responses to internal partners on lease terms and conditions
  • Review all public notices that impact the use, underlying value and rights associated with your portfolio
  • Provide project management leadership to ensure complex projects are delivered accordingly to operational and financial plans
  • Secure long-term value creation of strategic company assets through facilitating capital injections by securing the ability to re-develop or upgrade existing facilities
  • Secure key market locations and achieve superior returns on our investments in the channel
  • Ensure capital is managed so return on investment is optimized within our strategy and project scope
  • Identify high-value business opportunities, negotiate the terms and conditions, prepare inputs to the business case for senior management approval and champion projects through to successful completion
  • Five or more years of experience in commercial real estate, property management and development, including identification, purchasing, leasing, development and management of retail and wholesale sites
  • Bachelor degree in business or commerce is preferred
  • Possess a valid driver’s licence and a clean driving record
  • Demonstrated negotiation skills, with a deep understanding of property valuation and leasing principles and processes from both the tenant and landlord side, municipal processes at various levels of government
  • Proven analytical skills to properly evaluate complex real estate investment scenarios
  • You demonstrate strong two-way communication skills and convey information and ideas in an inclusive, open, articulate and timely manner
  • Project management skills are needed to facilitate the management and coordination of many internal and external partners and simultaneously occurring tasks
  • Competitive base salary and compensation programs
  • Attractive annual incentive program
  • Flexible benefits package
  • Rewarding pension and savings plans
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Commercial Real Estate Appraiser Resume Examples & Samples

  • Manage and complete multiple appraisal assignments in a timely manner while still ensuring the highest level of quality
  • Assignments include a variety of property types including multi-family, retail, office, industrial, and special-use properties
  • Utilizing Argus and Excel to create financial models and other analysis in valuing various property types
  • Gather regional commercial real estate data (lease, sale, investment criteria, etc.) and research market trends and operational or other property issues
  • Effectively communicate and collaborate with clients (principally consisting of lending institutions, fund managers and insurance companies), commercial brokers, asset managers, and other real estate professionals
  • We are seeking a candidate with either the MAI or Certified General Appraisal designation
  • High proficiency in Argus and MS Office (Excel and Word)
  • Strong math and research skills
  • Strong organizational skills with the ability to manage multiple assignments
  • Ability to establish priorities, take initiative, work under time pressures, and exercise independent and sound judgement
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Commercial Real Estate Inspector Resume Examples & Samples

  • Working knowledge of commercial real estate lending practices; contractor evaluations and property assessments, federal and state real estate legal requirements and bank lending policies and practices
  • Working knowledge of compliance and regulatory laws and issues related to the department and/or company
  • Familiarity with organizing vendor and client workflow to meet set deadlines
  • Must have excellent interpersonal and communication skills, both verbal and written
  • Ability to analyze, identify, summarize relevant information and solve problems or issues
  • Must be detail oriented and a self-starter
  • Requires strong project management and organizational skills
  • Proficient in word processing, spreadsheet or other related software programs
  • Ability to travel to work sites and perform site inspections
  • Requires a Bachelor's degree in business or related field
  • 2+ years Commercial RE lending practices, legal and regulatory requirements, working with construction clients and vendors or other directly related experience
  • Some experience preparing construction budgets for commercial and residential development, analyzing third party inspection, construction or soil reports
  • A combination of education and experience may meet job requirements
120

Analyst, Commercial Real Estate Resume Examples & Samples

  • Gather data and provide analysis of apartment rental rates and sales comparable
  • Run financial modeling for income-producing apartment and mixed-use properties
  • Maintain internal database of apartment owners
  • Prepare and review various real estate contracts
  • Perform technical writing about data & financials
  • Research, identify, and track properties in a Salesforce based database
  • Make outbound phone calls to research market conditions in support of financial underwriting assumptions
121

CL Loan Servicing Commercial Real Estate Resume Examples & Samples

  • Strong organizational skills and the ability to handle multiple tasks under tight time constraints
  • Basic commercial credit knowledge
  • Post Secondary education or equivalent work experience
  • Previous loan accounting experience
  • Knowledge of loan and retail systems preferred
  • Knowledge of legal documentation requirements
122

Commercial Real Estate Controller Resume Examples & Samples

  • Controller/accounting/bookkeeping experience (professional hands-on experiences in general accounting, cost accounting, auditing, and tax in public accounting and corporate firms)
  • Knowledgeable in (familiarity of) and application of GAAP (Generally Accepted Accounting Principles), GAAS (Generally Accepted Auditing Standards), IRS Codes is a plus but not required so long as candidate has demonstrated the ability to quickly learn
  • Experience in managing the accounting of a complex multi-entity real estate holding structure and experience that would demonstrate such capability
  • Ability to thrive in a high-pressure environment with a fast-growing firm engaged in fast-closing and sometimes complex acquisitions
  • Ability to manage multiple projects, prioritize and meet deadlines
  • Good organizational skills; ability to think and plan ahead
  • Experience and demonstrated success devising accounting processes to deal with company realities
  • Detail oriented with excellent analytical and organizational skills
  • Possess excellent leadership and managerial skills
  • Play a key role in establishing, selecting and implementing new accounting systems, policies and procedures as necessary
  • Well organized, logical thinking decision-maker with an analytical, detailed approach to researching and problem solving
  • Use financial know-how to improve profits and operations, reduce costs, and develop strategies for the company
  • Willingness to learn and train
123

Wholesale Commercial Real Estate Lending Resume Examples & Samples

  • Serve as the company’s representative and point of contact in the commercial real estate loan markets where Wilshire lends
  • Source apartment and commercial real estate loans through the solicitation of your established network of mortgage brokers, bankers and mortgage bankers, as well as creating new self-generated business channels
  • Prioritize prospects, allocate time and resources, and leverage your market knowledge and broad network of loan referral sources to ensure high-quality loan production opportunities and consistent deal flow
  • Use an array of marketing channels to expand Wilshire’s market presence and reach
  • Screen potential lending opportunities by applying knowledge of commercial credit to elevate only quality transactions to loan underwriting
  • Coordinate loan requests and financing packages for small balance apartment and commercial real estate bridge loans meeting Wilshire’s credit box
  • Represent Wilshire at industry events and associations
  • Share market knowledge and information to generate new business ideas that lead to attractive loan and investment opportunities
  • Meet and exceed loan origination and sales goals
  • Proven track-record with an established, active network of commercial mortgage brokers, bankers and mortgage bankers required
  • Multi-state network of established, active referral sources highly desired
  • Minimum 5 years of experience in wholesale loan business development, sales, or commercial real estate lending
  • Results driven with excellent sales and interpersonal skills
  • Demonstrated knowledge of commercial real estate finance
  • Ability to work independently and responsibly with little supervision and instruction, but also work well in a team-oriented environment
  • California real estate salesperson’s license is required
  • Ability to travel 1 to 2 weeks per month
124

Commercial Real Estate Administrator Resume Examples & Samples

  • Two to three years of experience in commercial real estate loan administration, OR
  • Thorough knowledge of commercial real estate lending including letters of credit, tax credit transactions, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties
  • Demonstrated ability to close commercial real estate loans and administer a commercial real estate loan portfolio
125

Tax Manager Commercial Real Estate Resume Examples & Samples

  • Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
  • Plan and participate in tax projects and compliance on various clients ranging from middle market to multinational client engagements
  • Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, ASC740, and implications to owners
  • Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
  • Coordinate with specialty tax practice on complicated tax matters in the state and local, international and credits/incentives area
  • Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
  • Proactively build relationships and communicate effectively with the client to provide superior client service
  • Team with partners and senior managers on proposals and business development calls
  • Manage, supervise, train and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisal process
  • Manage engagements and projects in order to achieve specific revenue and profit objectives through the management of the client's budget, invoicing for time incurred and collecting fees billed
  • Invest in professional development through active participation in training sessions and networking events both internally and externally
  • Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
  • Bachelor's Degree in Accounting or equivalent, Master’s Degree, MST, JD or other applicable advanced degree preferred
  • CPA and/or JD required
  • Five (5) plus years of experience in a professional services firm and (2) plus year’s supervisory experience
  • Demonstrated REIT experience a plus
  • Experience reviewing corporate returns, flow through entities, multi-state and individual tax returns along with FAS 109 and FIN 48, including Real Estate
126

Analyst, Commercial Real Estate Resume Examples & Samples

  • All requests from all Regional Offices are administered through the Toronto or Vancouver office. This position must evaluate various types of real estate in all parts of the country
  • Bachelors degree in Business, Real Estate, Finance, Accounting, related field or equivalent experience
  • 2 to 3+ years’ experience working for a Commercial Real Estate Lender or institutional CRE investor
  • Can demonstrate knowledge and ability today to spread financial statements
  • Is currently working at a financial institution as a financial analyst or portfolio manager
  • Has exposure or experience in writing up a credit application for submission
  • Completed Commercial Banking Graduate Trainee program if there is no prior commercial real estate banking experience
127

Commercial Real Estate Administration Manager Resume Examples & Samples

  • Seven to nine years of experience in commercial real estate loan administration or related field, including management experience
  • Advanced knowledge of all operational systems/procedures and Commercial Real Estate (CRE) products and various other products and/or services supported by the CRE Administrators and other CRE staff
  • Strong organizational and project management skills
  • Thorough knowledge of real estate lending including letters of credit, borrower based lending, multi-phased construction and multiple collateral properties
  • Thorough knowledge of commercial real estate finance, law, documentation, accounting, processes/procedures, and data systems
  • Well-developed customer relations skills
128

Commercial Real Estate Financial Analyst Resume Examples & Samples

  • Analyze and evaluate rent rolls and operating statements of properties
  • Prepare discounted cash flow analyses
  • Summarize tenant leases and articulate issues and concerns
  • Research, analyze and evaluate market feasibility
  • Convey particulars of transaction
  • Assist in preparation of final marketing materials
  • Bachelor's degree in Finance
  • 1 year of experience in real estate
  • Knowledge of local markets
129

Portfolio Manager Commercial Real Estate Loans Resume Examples & Samples

  • Ensure high-quality portfolio management of the existing commercial real estate loan book
  • Build and employ your European network in order to originate and source commercial real estate loans that fit the clients’ portfolios
  • Analyse, negotiate and structure commercial real estate loans
  • Deliver and process high quality credit analyses
  • Update, maintain and optimize data regarding the tenancy, asset and loan databases and client reporting
  • Liaise internally with Risk, Legal, Operations, Compliance and Audit departments and externally with Clients, Investors and other Real Estate Lenders
  • Master’s Degree with an emphasis in financial, legal or quantitative disciplines, enhanced with real estate related education
  • CFA, CAIA or FRM professional designation is a plus
  • Existing network in the real estate industry preferred
  • Min. 8 years of mid- and/or front office experience in the commercial real estate loans market
  • Good knowledge of LMA-based real estate loan documentation
  • Capacity to construct a high quality portfolio in line with clients’ mandates
  • Good knowledge of financial instruments, legal and accounting
  • Profound interest in Solvency II and other relevant regulations
  • Creative mind with strong analytical skills and the ability to express and communicate views
  • Loyal, dedicated and result-oriented with a hands-on approach
  • Fluent in English (verbal and written)
  • Ability to read and/or write Dutch is a plus
130

Commercial Real Estate Agent Resume Examples & Samples

  • Qualified leads are provided to agents by the company (lots of leads available)
  • Agent must continually develop and grow referral network to develop more leads
  • Make phone calls to inquire about specific properties for sale (lots of calls)
  • Make offers
  • Close real estate contracts with sellers and investor clients
  • Educate and negotiate with owners, as well as real estate, finance, and tax departments on acquiring specific properties
  • Actively pursue all types of commercial properties on a national level (no territory limits). Most of our buyers buy nationally
  • Develop and cultivate broker and property owner relationships
  • Maintain and be accountable to weekly activity, deal-flow reports and results
  • Accurately and consistently use company CRM (salesforce)
  • Work with senior management on achieving personal sales targets and goals
  • Work in conjunction with management to research and identify prospective properties, as well as help improve our acquisition and sales process and programs
  • Honorably with integrity, represent our company, brand, and clients
131

Commercial Real Estate Client Admin Resume Examples & Samples

  • Pulls and analyzes various reports to assist Relationship Managers in proactively maintaining accounts. Monitors loan portfolio for maturities, renewals and past due accounts; analyzes monthly exception reports and works with appropriate area to clear exceptions
  • Prepares and reviews appropriate loan commitments, agreements and documentation; works closely with attorneys to ensure documentation is accurate and complete
  • Assists in tracking and collecting current financial statements for portfolio and credit file
  • Provides proactive customer service relating to resolutions and specific customer requests. Assist customers in day to day transactions such as transfers from one account to another and advances on lines of credit
  • Schedules loan closings with customers, engages attorneys when applicable. Closes and completes loan packages
  • Prepares monthly inspection bills; tracks and resolves past due accounts
  • Answers questions regarding closing requirement; answer customer calls which may require research; provides payoffs quotes as requested
  • Conducts joint calls with the Relationship Manager and customer
  • Develops a call schedule to proactively develop customer relationships and assist loan officers in identifying and selling commercial cash management products, trust/private banking investment services, and insurance services
  • May receive checks and cash for deposit, record customer transactions, issue receipts, and perform minor account maintenance
  • 3 years customer service experience
  • 3 years banking experience
  • 2 years administrative support experience
  • Equivalent combination of education and experience
132

Senior Commercial Real Estate Loan Administrator Resume Examples & Samples

  • Leads the deal team in the preparation of the most complex commercial loan documentation packages including notes, deeds of trust, security agreements, construction loan agreements, statistical input, tickler files and any other documents required for loans. Uses established knowledge and experience to mitigate risk without sacrificing quality. Considers all potential risk before taking action and escalates to management as appropriate
  • Ongoing tracking and monitoring of collateral perfection, compliance matters, loan renewals, extensions and modifications
  • Logs all activity related to the loan administrator function for loan process tracking
  • LI-AS1
  • Associate’s Degree in - Preferred
  • Expertise in diligence requirements
  • Epertise in BOW standard terms and covenants
133

Private Banking Lending Operations Team-commercial Real Estate Financing Analyst Resume Examples & Samples

  • Ability to work well under pressure, prioritize and meet deadlines
  • Ability to drive change and improve efficiencies on the team
  • Strong knowledge of Microsoft Office
  • Basic understanding of the principals and functions of non-purpose lending
  • Knowledge of internal MS systems a plus
134

Commercial Real Estate Closing Specialist Resume Examples & Samples

  • Review loan commitments and prepare closing checklists
  • Arrange and set up files and directories
  • Coordinate closings with borrowers, correspondents and production staff
  • Coordinate the review of legal documentation with outside counsel and in-house attorneys
  • Coordinate the review and approval of business reports, leases and other due diligence items with the production staff and risk management department
  • File items electronically as received
  • Maintain closing status reports
  • Schedule status calls and closings
  • Arrange for execution and delivery of loan documentation by lenders
  • Prepare and obtain authorization for wire transfers and releases of commitment fees
  • Coordinate return of loan deposits to borrowers
  • Coordinate with post-closing department and outside counsel to ensure that original loan documents are received and properly filed and imaged and that all post-closing obligations are satisfied
  • Prepare and file mortgage loan satisfactions
  • Prepare and file UCC continuation and termination statements
  • Assist attorneys as needed with special projects (on-line research, document reviews, REO transactions, loan purchases and sales, etc.)
  • Maintain confidentiality of department and division materials/information
  • Demonstrate positive team membership in all dealings with peers and management (cooperate, listen to
  • B.A. and/or graduate from ABA approved paralegal program
  • 2+ years’ experience as a real estate mortgage loan closing legal assistant
  • Experience in assisting attorney in closing commercial real estate loans
  • Interpersonal and teamwork skills
  • Ability to manage multiple matters/files while maintaining a strong attention to detail
  • Computer skills including MS Word and Excel. Prior experience with Rockport CRE System or similar database systems a plus
135

Commercial Real Estate Administrator Resume Examples & Samples

  • Three to five years of experience in commercial real estate loan administration, OR
  • Advanced knowledge of commercial real estate lending including letters of credit, tax credit transactions, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties
  • Thorough knowledge of commercial real estate finance, law, documentation, accounting and data systems
136

Commercial Real Estate Credit Analyst Resume Examples & Samples

  • Bachelor Degree Preferred in Business administration, finance, accounting and/or economics
  • 1-3 years of commercial banking experience which may include business banking, middle market, and/or specialty commercial banking, commercial banking administration, commercial banking operations, commercial credit/risk oversight, and commercial loan documentation/funding/servicing
  • Position requires basic internet search skills, developed knowledge of financial statement spreading and profitability modeling, effective verbal and written communications skills, ability to manage multiple priorities at once
  • Word, Excel, Power Point, and adaptability to using in-house systems
137

Commercial Real Estate Senior Loan Assistant Resume Examples & Samples

  • Communicates with loan officers on pipeline reports to ensure timely completion of the loan process
  • Assists with collection of application items, which may include ordering credit reports, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking
  • Directs customers, loan officers, and lending services through loan process, often working with complex loan relationships
  • Communicates with attorney on document preparation and title work
  • Gathers applicable due diligence required attorney documented loans which may include ordering title work, flood certificates, appraisal and environmental reports, UCC searches, good standings, etc
  • Submits attorney prepared loan documents for review through Lending Services
  • Assists in reviewing final loan documents for accuracy and assists the loan officer with loan closings
  • Assists in reviewing loan and initial tickler set ups
  • Images credit files into Bank's central repository system
  • Monitors loans and ensures that tickler information including, financials, guarantor information, tax returns, etc. are obtained. Partners with loan officers to discuss past due ticklers. Contacts clients to request tickler items
  • Pulls daily, weekly, monthly reports and communication with loan office, reports may include overdrafts, matured/maturing loans, annual reviews
  • Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues
  • Responsible for the servicing of loans, i.e. payments, insurance, etc. Requests payoff quotes from lending services and forwards to loan officers and/or client
  • Assists with checking and decisioning overdrafts for loan officers
  • Assists with special projects and participate in enterprise lending activities
  • Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot Act, Reg B, HMDA, etc
  • Maintains knowledge of banking products and services, as well as knowledge of the industries or market areas served. Keeps abreast of current developments and market trends, to further identify and service the customers' needs
  • Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team
  • Assists with additional duties as assigned
  • Complies with all related Federal, State and Industry laws and regulations pertaining to Banking
138

Commercial Real Estate Construction Project Manager Resume Examples & Samples

  • Project Assessment: Define project scope, schedule, and budget; and determine and assemble a list of required third-party consultants and contractors to complete project plan
  • Project Formalization: issue contractor RFP’s; manage bidding & negotiation process; determine operational impact and coordinate schedules; set-up project accounting; and modify the schedule, and budget as required
  • Project Implementation: Along with the G.C., manage the day-to-day construction process and all required documentation; manage the permitting process; prepare and issue project status reports
  • Project Close-Out: Manage owner approvals and contractor close-out
  • Demonstrate full accountability for end to end management of projects including, but not limited to, budget, scope and schedule for all phases including pre-construction, construction and closeout
  • Select vendors and manage vendor activity and performance to ensure compliance with the objectives of the project. Qualify contractors by reviewing bids and related documents
  • Lead project teams consisting of architects, design engineers, general contractors, and environmental consultants
  • Interface directly with tenants to define project requirements
  • Provide weekly project activity updates
139

Commercial Real Estate Resume Examples & Samples

  • Establish and build relationships with brokers, property owners, and potential acquisition contacts through phone canvassing, meetings, events and involvement in real estate trade organizations
  • Conduct market research, identify and source leads, and expand existing databases
  • Research potential clients and properties
  • Work with Senior Directors to strategize, define goals and successfully secure deals
  • Actively participate in team meetings
  • Prepare organized and detailed reports
  • Perform various administrative duties that support the business and revenue generation within the sales team
  • 1+ years of experience in outbound telephone sales, marketing, customer service or related role
  • Prior experience in commercial real estate
  • Bachelor’s degree from an accredited institution preferred
  • Experience with LoopNet or CoStar ideal but not required
140

VP, Commercial Real Estate Loan Transactor Resume Examples & Samples

  • Review, structure, negotiate and propose commercial real estate loans for high net worth clients
  • Minimum 7 years of commercial real estate lending required
  • Strong local knowledge of rents, values, cap rates, discount rates and trends critical
  • Demonstrate creativity and thoughtful solutions in framing CRE transactions
  • Detail orientation with strong organizational and analytical skill
141

AVP, Commercial Real Estate Loan Transactor Resume Examples & Samples

  • Minimum 3 years of commercial real estate lending required
  • Portfolio originations preferred. Formal credit training preferred
  • Self-starter – ability to visit Financial Advisor locations and explain CREF transactions and benefits. Ability to excel with minimal supervision from headquarters on site
  • Strong Excel, Word and PowerPoint skills
142

Commercial Real Estate Resume Examples & Samples

  • Attend client / prospect calls with RMs in order to gain a thorough understanding of the client / prospect and their business in order to effectively assist in annual reviews, renewals and prospect conversions
  • Support underwriting efforts by completing due diligence on prospects or customers as may be required and coordinate such work with Credit Division and Relationship Managers
  • Analyze financial information under direction of Relationship Manager or Group Manager. Assists in preparing cash flow and collateral schedules, covenant sensitivity calculations, financial models and guarantor statement analysis
  • Support Relationship Managers in related portfolio management activities, whether related to credit, depository or other banking services. Perform other related duties and special projects as requested by management
  • A minimum of seven (7) years of commercial credit experience or equivalent in relevant experience
  • Solid knowledge of personal computers
  • Excellent analytical capability
  • Ability to interact with external and internal personnel using tact and diplomacy
  • We encourage candidates with relevant military experience to apply
143

Commercial Real Estate Controller Resume Examples & Samples

  • Supervise aspects of the monthly, quarterly and annual accounting close and financial reporting cycles in accordance with GAAP
  • Coordinate aspects of quarterly reviews and annual audits with external auditors (including supporting schedules and addressing all inquiries and requests for information)
  • Coordinate with the Capital Markets Group in preparing quarterly investor reports and addressing all investor inquiries (includes fair market valuations and return computations)
  • Monitor debt covenant compliance and review monthly lender reporting requirements
  • 3+ years of Management Experience