Lead Analyst - Capital Markets

RESPONSIBILITIES

Responsible for analyzing complex information to prepare various reports and loan submission packages. Proficient on understanding and using fundamental concepts, practices and procedures associated with commercial real estate finance, including commercial appraising, market analysis, and investment analysis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Knowledge and understanding of commercial real estate lending transaction process. Assists producer(s) in day-to-day responsibilities which include packaging, lender due diligence, negotiation process, commitment process and closing process.

Gathers complex data on local, regional, and national commercial real estate markets by researching a variety of 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.

Organizes, evaluates, interprets and summarizes complex data.

Prepares a variety of complex analysis, statements and reports for management review; arranges for preparation of graphics or illustrations to include with research findings.

Prepares and analyzes complex commercial mortgage finance, general business and industry conditions forecasts and trends.

Conducts ad hoc analysis and/or studies for producer(s) and/or management upon request.

Prepares loan submission reports for review by loan producers

Interfaces with clients, lenders, government agencies, etc., to complete tasks. May assist in business development opportunities.

Works independently as assignments are broad in nature, usually requiring originality and ingenuity and complex in nature (large portfolios, loan structures, complicated, legal issues, etc).

Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. May lead project teams and/or plan, and supervise assignments of lower level employees.

QUALIFICATIONS

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 EXPERIENCE

Bachelor's degree (BA or BS) from a four-year college or university; minimum eight years related experience. Course work or commensurate experience with fundamentals of real estate finance, basic appraisal principals, market analysis and accounting.

CERTIFICATES and/or LICENSES

Salesperson or Real Estate Broker's license required.

COMMUNICATION SKILLS

Ability to comprehend, analyze, and interpret complex business documents. Ability to respond effectively to sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients and/or public groups. Ability to motivate and negotiate effectively with key employees and client groups to take desired action.

FINANCIAL KNOWLEDGE

Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Conducts financial/business analysis including the preparation of reports.

REASONING ABILITY

Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations of significance to the operation.


OTHER SKILLS and ABILITIES

Proficient in Microsoft Suite products including: Word, Excel, Outlook, PowerPoint, Excel, etc. Knowledge of ARGUS preferred.

SCOPE OF RESPONSIBILITY

Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department