Note: The job is a remote job and is open to candidates in USA. Symetra is a national financial services company dedicated to helping people achieve their financial goals. As a Commercial Real Estate Loan Analyst, you will manage the origination and underwriting of commercial real estate loan investments, ensuring accuracy and collaboration with various stakeholders.
Responsibilities
- Gather and review data for loan approval including property performance, borrower financial and credit information, location details and leasing documents
- Compose a draft loan approval form with essential details needed on a loan that will be used as an approval process prior to a loan closing
- Draft loan applications using new quote information for review by internal partners/co-workers. Ability to identify and include alternate terms/language when necessary
- Using company standards, prepare historical property analysis of new loan inquiries, rate resets, refinances, and assumptions, including economic valuation and writing the narrative of the strengths and weaknesses of loan requests
- Focus on loan retention and analyze and retain existing loans at risk of paying off, recommending new rates or refinancing as necessary
- Partner on projects within the department, including new employee training
- Develop and maintain relationships with mortgage banking correspondents and borrowers, including property visits to become familiar with commercial real estate and values
Skills
- Ability to maintain multiple loans and handle additional tasks with minimal supervision, demonstrating excellent time management and organizational skills
- Proven track record of producing high-accuracy work and consistently meeting deadlines
- Strong customer-focused skills and the ability to communicate effectively with clients and team members
- Thrives in a team environment, actively contributing to team goals and supporting team success
- Naturally attentive to detail, capable of identifying and communicating concerns during the information review process
- Enjoys learning, taking on new challenges, and adapting to a flexible workday
- Excellent oral and written communication skills, capable of conveying ideas creatively to achieve desired outcomes
- Self-starter with a proactive approach, demonstrating initiative and drive in their work
- Understanding of basic math and equations relevant to the role
- Utilizes CRM systems and Microsoft Office applications to manage and document underwriting activities accurately
- High school diploma required
- This is a remote role with required travel to the Bellevue office for in-person events a few times per year
Benefits
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
Company Overview
Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance. It was founded in 1957, and is headquartered in Bellevue, Washington, USA, with a workforce of 1001-5000 employees. Its website is http://www.symetra.com.
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