Senior Transactions Analyst

Key Accountabilities

• Assist senior personnel in analysing, underwriting, and closing new loan opportunities and refinances of existing loans, including cash flow modelling and asset valuation.
• Maintain regular contact with loan servicer, borrowers, property level personnel, outside counsel, etc to monitor performance of assigned portfolio of existing investments including compliance with requirements of loan documents.
• Interface with Brokers/Borrowers and other market participants to keep up to date with current competitive lending parameters and overall market conditions.
• Review and understanding of underlying loan documentation; tenant leases, ground leases, easements and other documentation that impacts property cash flow and value; and borrower and guarantor financial statement review/analysis.
• Utilize available internal and external tools (e.g. market reports) to efficiently process transactions and make informed recommendations.
• Prepare and present recommendations for new investments.
• Conduct regular review of performance of existing investments including periodic re-underwriting, maintenance of “watchlists” and support of necessary investor reporting.
• Identify potential “risks” in assigned portfolio and support senior team members in developing and executing strategy to mitigate such risks.
• Coordinate with Brokers/Borrowers/Counsel/Closing Team to monitor loan closing status/closing checklist and update pipeline with status.
• Analyse and coordinate completion of various borrower requests including future loan draws, lease approvals, collateral releases, payoffs, etc..
• Monitor loan maturities and identify potential refinance opportunities or risks.
• Conduct physical inspections of loan collateral and prepare inspection reports.
• Prepare ad hoc analyses at the direction of the senior personnel.

Education/Qualifications

• Undergraduate degree with a concentration in real estate, finance, economics, business administration, accounting, urban planning or mathematics or real estate are preferred
• MBA or graduate of higher-level real estate program preferred, but not required

Experience

• 2 to 4 years of related finance and real estate experience

Knowledge and Skills

• Strong written and oral communication skills
• Strong analytical/ financial modelling skills
• Computer skills necessary to perform the job include a detailed working knowledge of Microsoft Office, Excel, Word, PowerPoint and Argus Enterprise

Competencies

• Organized and detail oriented, ability to multi-task
• Rigorous, self-motivated, team player
• Strong interpersonal skills
• Reliable and Trustworthy
• Must be able to work independently
• Results oriented with the ability to adapt to a changing environment