MONTICELLOAM, LLC · 2 weeks ago
Commercial Real Estate Financial Analyst
Conshohocken, PA
Full-time
Onsite
Entry Level
1+ years expMONTICELLOAM, LLC is a real estate and asset-based lender providing capital solutions for various real estate assets. They are seeking a Commercial Real Estate Financial Analyst to assist with loan underwriting, financial modeling, and due diligence for healthcare and commercial real estate transactions.
FinanceFinancial ServicesHealth Care
Responsibilities
Assist with loan underwriting for all commercial real estate asset classes, focus on healthcare assets
Assist with drafting of investment memoranda and presentations to various investment committees for approval, including investors, Monticello’s credit committee, and banking syndicate partners
Prescreening of potential transactions, and review of personal financial statements. Model metrics include loan sizing, loan structuring, calculating projected income, DSCR, global cash flow, and loan to value ratios
Assist in the preparation of term sheets and letters of intent to prospective borrowers
Develop financial models for the evaluation of bridge loan opportunities, reviewing potential healthcare transactions for the proper balance of feasibility and risk
Perform due diligence and the assist in the review of collateral, draft credit memo, loan documents, and other legal documents for working capital loans
Conduct background checking and KYC review (Know Your Customer) on all parties to the transaction including but not limited to the Sponsor, Operator, Management, Builders, Guarantors, etc
Oversee the financial and operational due diligence process for healthcare and other commercial loan transactions including ordering and evaluating appraisals, market studies, project capital need assessments, environment studies, analysis of corporate and personal financial statements, third party credit reports for the project and its Principals, insurance policies and endorsements and any other document(s) needed as part of the underwriting process
Interface and resolve open issues with clients, outside attorneys, and other stakeholders involved in a particular transaction to obtain required documentation as part of the loan underwriting, review and closing process
Calculate and interpret investment returns (i.e.- IRR, NPV, ROI, ROE)
Analyze borrower provided operating and capital expense budgets to ensure that all operational information is captured in the financial model and reporting packages
Review and analyze historical and projected financial data and operational assumptions for feasibility and stress test scenarios. Heavy pro-forma analysis and budgetary financial review
Create financial and marketing presentations for general marketing purposes and distribute private placement offering materials to prospective financial investors and/or loan participants
Facilitate closing of loans including coordinating with title companies, banks, borrowers and investors
Compile and analyze market trends
Other ad hoc projects related to improving process efficiency, developing technology platforms, reporting tools, and internal analysis capability
Travel as required
Work in the office as required by office policy
Qualification
Required
1 to 3 years in a CRE or Finance role (preferably experience in debt underwriting/origination)
Bachelor's Degree
Finance, accounting, credit, legal, real estate and/or business background
Established organizational skills and ability to simultaneously handle multiple projects
Extensive computer skills including Excel, Word and PowerPoint
Strong oral and written communication skills, advanced financial analytical proficiency, and solid interpersonal skills
A desire to learn and grow within the Commercial Real Estate Finance industry complimented by an inquisitive and proactive personality
Preferred
Interest in financing healthcare, senior housing, multi-family housing and/or renewable energy
Company
MONTICELLOAM, LLC
MONTICELLOAM, LLC is a specialized multifamily and seniors housing lending platform with expertise in providing bridge loans and managing credit risk.
51-200 employees
H1B Sponsorship
MONTICELLOAM, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Gregory McManus
Chief Operating Officer
Jessica Koonz Dulgerian, CPA
Chief Accounting Officer
Recent News
2024-06-01
Company data provided by crunchbase