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CBRE

Loan Associate

Salary
Competitive
Employment
Full Time
Real Estate Field
  • Finance / Investment
Location
San Diego
 CA
Postal Code
92101
Country
United States

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Description


RESPONSIBILITIES  

Responsible for generating fee income through placement of debt and equity instruments within the capital markets. Must understand and articulate the fundamental concepts, practices and procedures associated with commercial real estate finance, including commercial appraising, market analysis and investment analysis.


ESSENTIAL DUTIES AND RESPONSIBILITIES
  

  • Cold calling clients
  • Creates, cultivates and maintains a local and national client base for the generation of fee income from debt and equity placements. 
  • Coordinates marketing efforts that include print, electronic and personal contacts.
  • Provides advisory services to clients with an ultimate goal to obtain trusted advisor status.
  • Creates an ongoing and expanding relationship with CBRE personnel to collaboratively create business pitches and provide ancillary finance support information.
  • Works and coordinates with IP/IG/PCG sales professionals to improve overall client relationship and transaction.
  • Actively involved and/or member in local and national commercial real estate organizations such as NAIOP, ULI, MBA, CCIM, etc. committees.
  • Works in tandem with analysts in the preparation of loan submission reports for review by capital providers.
  • Provides a team approach with professionals in the local office; available for continuous training and/or mentoring of analysts. 
  • Works within and fosters CBRE RISE (Respect, Integrity, Service, Excellence) principles.
  • Other duties as assigned.


SUPERVISORY RESPONSIBILITIES
  


May provide informal supervision to individual employees within a work unit and/or group, but does not include hiring or firing. Provides informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project.

QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and EXPERIENCE
  

Bachelors degree from a four-year college or university; Master's degree or MBA preferred. Minimum five years mortgage banking experience. Previous Capital Markets real estate experience preferred. Course work or commensurate experience with real estate finance, basic appraisal principals, market analysis and accounting preferred. One year of cold calling experience required.


CERTIFICATES and/or LICENSES
  


Real Estate Salesperson license required or willingness to obtain.


COMMUNICATION SKILLS
  


Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to respond effectively to sensitive issues.


FINANCIAL KNOWLEDGE
  


Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.


REASONING ABILITY
  


Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.


OTHER SKILLS and ABILITIES
  


Proficient in Microsoft Suite products including: Word, Excel, Outlook, PowerPoint, Excel, etc. Knowledge of ARGUS preferred.


SCOPE OF RESPONSIBILITY
  


Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.

Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans

Job Functions


  • Capital Markets
  • Finance
  • Financial Analysis
 

Job Sector


  • Alternative Investments
 

Experience


N/A


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