Senior Commercial Real Estate Finance Professional

At Northmarq, we are a unique capital markets resource for commercial real estate investors. We provide our clients with access to experts in debt, equity, investment sales, loan servicing, and fund management.

We offer a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. Our goal is to help you unlock your potential, whether you are an industry veteran or just getting started.

We were voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate. Our team is dedicated to providing the highest level of service and expertise to our clients.

We are seeking an experienced Investment Analyst II to support our Production Debt/Equity team in our San Francisco office. As a member of this team, you will be responsible for financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions.

• Underwriting: Prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to provide reliable valuation and loan analysis.
• Packaging: Prepare loan request packages that meet company guidelines and lender requirements. Packages include narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps.
• Pre-closing: Compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
• Closing: Provide closing coordination, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third-party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.). Maintain open communication with borrowers, lenders, legal counsels, third-party vendors, and internal servicing and insurance departments on an as-needed basis.
• Research & Lead Generation: Provide reliable borrower, property, and market-level data using available third-party and internal resources. Research includes ownership records, property transaction history, demographics, and sales and rent comparables. Conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
• Servicing: Perform regional office servicing functions, including investor portfolio analysis, lease reviews/briefs, and routine regional office servicing duties through local market knowledge.
• Client Service: Provide lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
• Organization/Time Management: Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks.

To be successful in this role, you will need:

• Two to five years of experience in Commercial Real Estate Finance
• A four-year college degree, preferably with a major in real estate, finance, accounting, or business
• Proficient understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
• Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.). Knowledge of Salesforce or ARGUS software is a plus.
• Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving
• Resourceful with a strong initiative and ability to work independently with minimal supervision
• Strong work ethic and willingness to work extended hours when necessary
• Ability to handle multiple projects and assignments; able to prioritize and meet deadlines
• Excellent written and verbal communication skills

We offer a highly competitive benefits package, including:

• Medical, dental, vision
• paid time off
• 401K match
• Annual discretionary contribution based on business performance
• Paid parental leave and adoption assistance
• Education assistance
• Volunteer paid time off
• Charitable contribution match

This is an in-office position with an immediate start date. If you thrive in a fast-paced environment, have a keen eye for detail, and passion for Real Estate, we invite you to apply for this exciting opportunity.