Underwriting and Portfolio Manager - CRE Exp- Fulltime- Onsite (Richmond, Virginia)
Full Time
No Travel Required
On-site
Depends on Experience
Palni Inc
Fitment
Dice Job Match Score™
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Job Details
Skills
- CRE
- Analytical Skill
- Portfolio Management
- Financial Analysis
- Documentation
- Asset Management
- Policies and Procedures
- Problem Solving
- Regulatory Compliance
- Underwriting
- Microsoft Office
- Credit Risk
- Conflict Resolution
- Communication
Summary
Job Description – Analyst, Underwriting & Portfolio Management
Position Overview
- Support the Underwriting & Portfolio Management organization.
- Work with internal partners to underwrite new transactions and manage existing loan portfolios.
- Support the REIF / Real Estate Fund Finance Group within Commercial Real Estate (CRE).
- Analyze credit risk while supporting business growth.
Key Responsibilities
- Conduct due diligence on industry and company performance.
- Perform financial analysis and identify risks, disparities, and potential mitigants.
- Prepare and review financial modeling inputs.
- Understand financial model mechanics and evaluate overrides or exceptions.
- Analyze loan structuring options based on collateral and borrower valuation.
- Prepare credit approval documents and contribute to deal review and pipeline meetings.
- Coordinate and complete loan closing requirements.
- Assist senior underwriters with reviewing and negotiating legal documentation.
- Communicate with internal and external stakeholders and respond to client requests.
- Prepare term sheets, commitment letters, and fee letters with guidance.
- Manage an assigned portfolio of existing customers.
- Complete annual reviews and material/non-material portfolio modifications.
- Monitor risk ratings and recommend upgrades or downgrades.
- Ensure compliance with credit policies and procedures.
- Maintain accurate and complete portfolio data.
- Identify, escalate, and resolve problem accounts with relevant teams.
- Build strong relationships across business and functional teams.
- Mentor and train rotational analysts and new hires.
- Participate in internal initiatives to improve business efficiency.
Basic Qualifications
- Bachelor''s degree or military experience.
- 2+ years of experience in:
- Credit underwriting
- Portfolio management
- Commercial real estate
Preferred Qualifications
- Bachelor''s degree in:
- Finance
- Accounting
- Economics
- Or another relevant field
- Previous underwriting, portfolio management, or asset management experience.
- Coursework or training in Commercial Real Estate and Credit Risk Management.
- Strong proficiency with Microsoft Office or Google Workspace.
- Strong financial analysis and financial modeling skills.
- Strong communication, analytical, and problem-solving skills.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 10202573
- Position Id: 9066213
- Posted 2 hours ago
Company Info
About Palni Inc
At Palni, our ambition is matched only by our authenticity. We rely on teamwork to achieve our goals, with a laser focus on surpassing our customers’ expectations. Through collaborative efforts, we ignite innovation and drive growth, crafting solutions that elevate experiences and streamline efficiencies.
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