Portfolio Senior Analyst

Portfolio Senior Analyst

Responsible for performing specific and overall support for Portfolio Manager 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.

Provide overall customer service to lenders and borrowers. Responsible for preparing recommendations for lender consent such as future funding disbursements, reserve draws, leases, and several other real estate related matters. Conduct advanced analysis of property and guarantor financial statements and accurately calculate financial covenants for lender reporting. Coordinate with internal groups on matters related to tax and insurance monitoring, wire disbursements, borrower financial collections etc. Responsible for ensuring completeness and accuracy of assigned portfolio reports to distribute to lender on a weekly and / or monthly basis. Train Portfolio Analysts on operating statement analysis, reporting, 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.

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 advanced financial ratios and analyze overall portfolio performance. 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.

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values respect, integrity, service and excellence and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

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

CBRE Group, Inc. (NYSE : CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments : Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development).

CBRE has 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. CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women / Minorities / Persons with Disabilities / US Veterans).