Axos Bank→
Commercial Real Estate Analyst I at Axos Bank in San Diego, CA
Entry LevelOn-siteFull-timeSan Diego, CA$52k–$52k/yr
Skills
commercial real estateunderwritingportfolio managementfinancial analysismarket analysismicrosoft excel
Job Description
Summary: Axos Bank is a digital-first financial institution that provides various financial tools and services. They are seeking a Commercial Real Estate Analyst to support their Commercial Real Estate Specialty Lending Group with portfolio management and underwriting, including analyzing loans and performing due diligence.
Responsibilities:
- Manage and monitor existing portfolio of construction and bridge loans
- Track loan covenants and follow up with counterparties for owed deliverables or information
- Compose and perform quality checks on quarterly loan reviews summarizing the status of each loan
- Analyze commercial real estate, such as property level evaluations, market analysis, financial viability assessment of real estate development projects, etc
- Analyze commercial real estate collateral across an array of collateral types (multifamily, condos, industrial, self-storage, hotels, SFR, land, retail, etc.)
- Analyze the corporate structure of borrowers
- Analyze due diligence materials, financials, third-party reports, and pro-forma assumptions
- Compose memorandums and presentations for commercial real estate financing opportunities by supporting recommendations with logical detailed analysis and metrics
- Assist bankers in the underwriting, due diligence and closing process of commercial real estate loans, in accordance with applicable regulations and policies
- Implement process improvements that are carefully researched and supported by data
Required Qualifications:
- Bachelor's degree in finance, accounting, business administration or similar
- 1+ year of experience in commercial real estate
- 1+ year of experience in the underwriting, structuring, or portfolio management of commercial real estate transactions
- 1+ year of experience with a banking institution, private credit fund, insurance company, CRE brokerage firm, REIT, or CRE investment firm
- Strong Microsoft Excel skills (pivot tables, formulas, VLOOKUP etc.)
Required Skills: Commercial Real Estate, Underwriting, Portfolio Management, Financial Analysis, Market Analysis, Microsoft Excel
Benefits: Medical, Dental, Vision, and Life Insurance, Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year), HSA or FSA account and other voluntary benefits, 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan, Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Benefits
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading