JOB SUMMARY
Responsible for analyzing information to prepare various reports. Knowledgeable on fundamental concepts, practices and procedures associated with commercial real estate finance, including commercial appraising, market analysis and investment analysis.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Generates, reviews and understands reports; uses aggregate data from multiple sources to assist in creating a complete analysis, improvement and/or recommendation. Types of analyses includes one or all of the following: real estate industry/market, management reporting and variance analyses, budgeting, forecasting and strategic planning.
* Prepares a variety of analyses, presentations and proposals for new business development, including preparation of graphics and illustrations. Provides recommendations for management/Producer review.
* Creates and produces electronic and/or direct marketing campaigns for sale of properties to include customized property information materials, comparable market analysis, market and industry research and targeted mailing lists. Reviews internal and external collateral materials, proofreads content, ensures appropriate branding, and approves materials for final distribution.
* Assists in the coordination and implementation of strategic platform strategies; performs research and analysis to support those strategies.
* Serves as liaison with clients, lenders (if applicable), and government agencies (if applicable).
* May conduct ad hoc studies for management upon request.
* Other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. May provide 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
EDUCATION and EXPERIENCE
* Bachelor's Degree required.
* 0-2 years of experience in Real Estate or Finance, preferred
CERTIFICATES and/or LICENSES
Real Estate Sales License preferred but not required.
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.
FINANCIAL KNOWLEDGE
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures
such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
REASONING ABILITY
Ability to comprehend, analyze, and interpret documents. Ability to solve
problems involving several options in situations. Requires intermediate analytical
and quantitative skills.
OTHER SKILLS and/or ABILITIES
Working knowledge of Microsoft Suite products including: Word, PowerPoint, Excel, etc.
Knowledge of ARGUS preferred.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results
and deadlines. Responsible for setting own project