Financial Analyst

About the role Analyst Team lender responsible for analyzing property financials to perform various underwriting tasks, create loan submission packages, market debt and equity offerings, facilitate closings and manage the origination team’s entire pipeline. Knows and uses financial and underwriting concepts, practices and procedures associated with commercial real estate finance. Will interact with clients, lenders, vendors and all parties associated with marketing efforts and closings. What You’ll Do Assist producer(s) in day-to-day responsibilities which include packaging, lender due diligence, negotiation process, commitment process and closing process. Gather moderate to complex data on local, regional, and national commercial real estate markets by researching sources including, but not limited to industry, regulatory and economic information, financial periodicals and newspapers, mortgage and lease documents, demographic date, property information and company records. Organize, evaluate, interpret and summarize data. Prepare a variety of analyses, statements and reports for management review; arranges for preparation of graphics or illustrations to include with research findings. Prepare forecasts and analyze trends in commercial mortgage finance, general business and industry conditions. Will connect with clients, lenders, government agencies, etc. to complete tasks. Provides informal assistance such as technical guidance, and/or training to coworkers. Will coordinate and assign tasks to co-workers within a work unit and/or project. Will manage the team’s pipeline to ensure all tasks are completed accurately and on time. Will help prepare and oversea loan submission reports completed by the team for loan producer’s final review. What You’ll Need Bachelor's degree (BA or BS) from a four-year college or university; minimum two to five years mortgage banking experience and/or equivalent combination of education and experience. Course work or commensurate experience with fundamentals of real estate finance, basic appraisal principals, market analysis and accounting. Salesperson or real estate brokers license preferred but not required. Excellent written and verbal communication skills, particularly on the phone. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to optimally present information. Requires knowledge of financial terms and principles, and ability to conduct and perform various financials and underwriting tasks. Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills. Proficient in Microsoft Suite products including: Word, Excel, Outlook, PowerPoint. Decisions made with understanding of procedures and company policies to achieve set results and timelines. Responsible for setting own project timelines. Errors in judgment may cause short-term impact to co-workers and supervisor. Why CBRE? When you join CBRE, you become part of the global leader in commercial real estate services and investment, helping businesses and communities thrive. We combine the scale and resources of a global powerhouse with an entrepreneurial culture that empowers you to create your own path and make an impact. Our collaborative, values-driven culture—grounded in Respect, Integrity, Service and Excellence (RISE)—ensures every employee feels valued, respected and heard. With opportunities for career growth, continuous learning, and mobility across our business, you’ll have the support to realize your full potential. We are forward-thinking problem solvers transforming the future of real estate through innovation, technology, and sustainability. And with comprehensive benefits and a strong focus on wellbeing, we’re committed to helping you thrive both professionally and personally. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at View email address on click.appcast.io or via telephone at View phone number on click.appcast.io (U.S.) and View phone number on click.appcast.io (Canada). CBRE, Inc. is an Equal Opportunity and affirmative action employer (Women/Minorities/Persons with Disabilities/US Veterans). #J-18808-Ljbffr