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Senior Debt Advisory & Structured Finance Underwriting Analyst

AT CBRE
CBRE

Senior Debt Advisory & Structured Finance Underwriting Analyst

Houston, TX

About The Role:

As a CBRE Senior Debt Advisory and Structured Finance Underwriting Analyst on the CBRE National Senior Housing team, you'll have the opportunity to be involved at every stage of a large or high-profile real estate transaction.

What You'll Do:

  • Assist the transaction lead (VP/SVP) in managing a GSE (Fannie Mae/Freddie Mac) financing process from the quote stage to closing, including the preparation and submission of GSE financing requests, ordering and coordination of third-party reports and site visits, preparation of back-end models and credit narratives, and DD management for closing.
  • Collaborate with the broader team, clients, loan closers, legal counsel, and various third-party groups to move loan requests through the approval and closing process.
  • Be responsible for analyzing and underwriting GSE eligible transactions with varying degrees of complexity loan structures and borrower organization structure.
  • Review and synthesize, via written analysis and verbal communication, the creditworthiness of various Borrowers, Operators, Guarantors, and other deal participants (via the review of financial statements, statements of real estate owned, and organizational charts, among other borrower DD).
  • Evaluate property operations and performance trends in terms of occupancy, net income, and debt service coverage.
  • Review and analyze all applicable third-party reports and ensure compliance with appropriate GSE requirements.
  • Perform site inspection due diligence to evaluate market competitiveness of the proposed collateral and to determine economic feasibility of the projected income stream.
  • Must be able to handle and prioritize multiple tasks in a fast-paced environment.
  • Able to communicate effectively both orally and in writing.
  • Help to train or mentor junior staff, particularly within the context of agency transactions.
  • Perform other financial tasks or screening tasks, as needed, to assist the team.
  • Assist with and underwrite non-GSE eligible transactions when needed.

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What You'll Need:

To perform this job successfully, an individual will need to perform each crucial 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 essential functions.

  • Bachelor's Degree with 2-7 years of relevant GSE underwriting experience.
  • Highly advanced Excel skills and highly proficient in Microsoft Word, Outlook, Adobe Reader, PowerPoint, and Internet search engines
  • Detailed current knowledge of GSE underwriting practices; must have a solid understanding of credit risk analysis and mitigation related to leverage, cash flow, rent rolls, third party reports, loan structure, borrower creditworthiness, management/operator experience, market analysis and asset quality
  • Experience in Multifamily is a requirement, with experience in Senior Housing even more preferable
  • Ability to work in a fast-paced environment and move quickly through assignments while setting and/or meeting realistic deadlines
  • Knowledge and ability to interpret Fannie Mae and Freddie Mac guidelines and to underwrite multiple transaction types and structures, including fixed, floating, supplemental, multiple-asset portfolios, credit facilities, etc.
  • Strong interest in real estate, lending, and financial analysis
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.

Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.

Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!

Equal Employment Opportunity: 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.

Candidate Accommodations: 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).

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.

Client-provided location(s): Houston, TX, USA
Job ID: CBRE-192155
Employment Type: Full Time