Commercial Real Estate Origination & Underwriting Analyst

Trez Capital; Addison (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Trez Capital is seeking a Commercial Real Estate Financial Analyst to join its U.S. Origination team in Dallas. The role involves underwriting CRE loans, building sophisticated financial models, and supporting the underwriting and closing process with senior team members.

You will analyze borrower financials, property cash flows, and market data, coordinate due diligence, and present findings to internal stakeholders to support disciplined lending decisions.

Qualifications

• Bachelor’s degree in real estate, finance, business, economics or accounting is required.
• Advanced financial modelling and strong analytical skills.
• Proficiency in Microsoft Excel and Word; Argus Enterprise experience is a plus.
• Ability to manage multiple transactions with attention to detail and deadlines.

Responsibilities

• Underwrite prospective CRE loans by analyzing borrower financials, cash flows, rent rolls and operating statements.
• Build and maintain property- and loan-level financial models including DSCR, LTV and sensitivity analyses.
• Prepare term sheets, investment memoranda and other materials for review and approval.
• Conduct market research on rents, occupancy, absorption and growth trends.
• Identify risks and recommend mitigants; coordinate due diligence with third parties.
• Review borrower models for accuracy and reasonableness; support underwriting and closing.
• Track due diligence requirements and support efficient underwriting and closing processes.
• Monitor loans and update analyses and assumptions as needed.

Skills

Financial modelling

Excel proficiency

Attention to detail

Strong communication

Independent work

Education

Bachelor’s degree in real estate, finance, business, economics, or accounting

Tools

Argus Enterprise

Microsoft Office

Microsoft Excel

Job description

Trez Capital is seeking a Commercial Real Estate Financial Analyst to join its U.S. Origination team in Dallas. The role involves underwriting CRE loans, building sophisticated financial models, and supporting the underwriting and closing process with senior team members.

You will analyze borrower financials, property cash flows, and market data, coordinate due diligence, and present findings to internal stakeholders to support disciplined lending decisions.