Senior Portfolio Analyst

　　Job ID

　　149384

　　Posted

　　10-Jan-2024

　　Service line

　　Advisory Segment

　　Role type

　　Full-time

　　Areas of Interest

　　Capital Markets

　　Location(s)

　　Houston - Texas - United States of America

　　About the role

　　Responsible for performing specific and overall support for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts moderate to complex research and financial analysis of commercial real estate properties, loans and portfolios.

　　What you’ll do

　　Reviews and approves work/recommendation of analysis performed by Portfolio Analysts.

　　Responsible for the interpretation, analysis and approval of property operating statements. Responsible for interpretation, analysis and presentation of borrower correspondence related to lender consent items.

　　Responsible for preparing analysis of property level borrower requests relative to the commercial real estate properties securing loans in the CBRE Loan Services portfolio.

　　Conducts weekly conference calls with lenders and borrowers to discuss client management opportunities, current loan portfolio performance and issues, etc. Handles lender inquiries relative to property and loan level issues, property operating performance, valuation, inspections, market analysis, lender consent items, etc.

　　Trains employees relative to operating statement analysis, valuations, reporting, inspections, lender consent items, etc.

　　No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate tasks with co-workers within a work unit and/or project.

　　What you’ll need

　　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.

　　High School diploma or General Education Degree (GED) required with minimum of 5 years of related work experience. Bachelor's degree from a four-year college or university preferred and/or a minimum of 3 years related work experience.

　　Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.

　　Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.

　　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, Power Point and Outlook. Experienced in using loan servicing database system (McCracken Strategy preferred).

　　Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

　　Why CBRE?

　　A culture of respect, integrity, service and excellence crafts our approach to every opportunity!

　　We are guided by the needs of the cities we inhabit, the communities we build and the world we live in.

　　Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

　　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. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

　　NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

　　CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)