
Real Estate Financial Professional
18 hours ago
Financial Analyst
">- We are seeking a detail-oriented Real Estate Financial Analyst with strong knowledge of real estate fundamentals and financial concepts.
- The ideal candidate will handle commercial real estate loans using an automated underwriting platform, ensuring precise data entry, financial analysis, and submission of business plans.
- Loan Processing & Data Mapping: Process commercial real estate loans through an automated underwriting software, ensuring accurate data mapping from financial documents.
- Creation of Financial Documents: Generate rent rolls and T-12 reports based on lease agreements and financial statements.
- Lease & Occupancy Analysis: Create detailed lease schedules and occupancy history schedules to support loan applications.
- Business Plan Submission: Collaborate with clients to develop and submit comprehensive business plans to the underwriting department.
- Financial Document Review: Review and audit personal and business tax returns, financial statements, and entity structures to ensure accurate loan submissions and regulatory compliance.
- Stakeholder Communication: Maintain effective communication with underwriters, loan officers, clients, and internal teams to ensure smooth loan processing.
- Compliance & Reporting: Ensure all financial documents meet company standards, generating necessary reports to support loan submissions.
- Bachelor's degree in Finance, Real Estate, Business, or related field preferred.
- 2+ years of relevant experience in real estate or financial analysis.
- Experience with financial document creation, such as rent rolls, T-12s, lease schedules, and occupancy histories.
- Familiarity with business and personal tax returns and entity structures.
- Expertise in real estate loan processing, particularly in commercial real estate.
- Strong understanding of real estate fundamentals, including lease review, rent roll analysis, and loan types.
- Proficiency in financial software and data entry systems.
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