As an integral member of the Surveillance Department the Portfolio Analyst - Surveillance position is highly interactive within our internal organization and will also on occasion work with master servicers, special servicers, lenders, borrowers, and loan production professionals. This position requires the ability to perform customer relationship functions, detailed financial analysis, mortgage underwriting, abstracting of loan and transactional documents, compliance and quality control, and the ability to analyze a wide spectrum of issues relating to commercial loan servicing. All duties are conducted in support of and under the supervision of the Departmental Manager. Primary responsibilities are focusing on the analysis, quality control and reporting of property level financial statements and rent rolls for CBRE's multifamily and commercial real estate loan collateral.
ESSENTIAL DUTIES AND RESPONSIBILITES Entering portfolio requirements in CBRE's financial statement tracking system
Maintenance of the McCracken database for input, follow up, tracking and upper management communication.
Analysis of property level operating statements for both multifamily, commercial real estate collateral, and other non-standard loans/credits.
Responsible for preparation of monthly performance metrics to upper management.
Ensuring compliance with the many PSA's and servicing contracts regarding delivery of statements to third parties.
Interacting with CBRE's offshore provider regarding the operating statement analysis process.
Other duties as assigned
No formal supervisory responsibilities in this position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High School diploma or General Education Degree (GED) required with a minimum of 3 years related experience. Bachelor's degree from a four-year college or university preferred. One or more years of experience with underwriting or asset management of commercial real estate; or equivalent combination of education and experience preferred.
Ability to communicate externally and internally among servicing personnel and clients both verbally and written.
Must be able to handle multiple tasks. Ability to work in a high stress and rapidly changing environment.
CERTIFICATES, LICENSES, REGISTRATIONS
Microsoft Office applications with an emphasis on Excel.
Internal Number: 21004138
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.