Real Estate Analyst - San Francisco, CA
California Bank & Trust · San Francisco, CA · 3 days ago
On-siteManagement$93k–$110k/yrFull-time
Essential Functions
- Performs cash flow and tax return analysis.
- Maintains compliance with financial covenants and initiates remedies for non-compliance.
- Assists with loan portfolio reporting and prepares credit presentations.
- Conducts industry research.
- Conducts credit investigations and analyses.
- Analyzes financial statements and related material to determine financial conditions and trends.
- Prepares summaries, presents facts, and offers opinions concerning credit-worthiness.
- Provides credit information and references for customers, loan officers, or other agencies as requested.
- Maintains control over current accounts, noting payment progress, watching for any developing problems, and keeping loan officers informed.
- Writes credit memorandums.
- May accompany lenders on business calls, conduct industry research, and assist with special projects as assigned.
Qualifications
- Typically requires a Bachelors degree in Finance or related field and six months business experience.
- Limited use and/or application of basic real estate credit concepts.
- Basic knowledge of financial statements and general analysis gained through college coursework.
- Basic PC skills.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Pay
This position is eligible to earn a base salary in the range of $93,000 - $110,000 depending on job-related factors such as level of experience.
Schedule
Not specified