Description
We are seeking an Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate to join our team. As an Analyst, Underwriting & Portfolio Management, you will perform most responsibilities with minimal oversight, identifying risks and mitigants, and beginning to identify and escalate trends or anomalies on individual deals or within the portfolio.
Primary underwriting responsibilities may include:
- Performing due diligence on industry and company performance
- Synthesizing research and drawing conclusions
- Preparing financial modeling inputs with little guidance
- Analyzing structuring options considering collateral
- Writing and preparing credit approval documents
- Coordinating and completing closing process requirements
- Communicating with external constituents
Primary portfolio or asset management responsibilities may include:
- Demonstrating ownership of a portfolio of existing customers with minimal guidance
- Completing annual reviews and modifications independently and on time
- Monitoring and determining upgrades or downgrades to risk ratings
- Ensuring compliance with credit policies and procedures for existing accounts
- Responding to requests from internal and external stakeholders
Additional Responsibilities may include:
- Building relationships across functions and businesses to foster collaboration
- Participating in internal initiatives to ensure the business is well-managed and operates efficiently
Basic Qualifications:
- Bachelor’s Degree or Military Experience
- At least 2 years of experience in credit underwriting, portfolio management or commercial real estate.
Preferred Qualifications:
- Bachelor's Degree in Accounting, Finance, or other relevant fields
- Previous experience in underwriting or portfolio or asset management
- Completed coursework or training in commercial real estate & credit risk management
- High-level understanding of Excel, VBA, Google Scripts and/or SQL