CRE Loan Valuation & Portfolio Analyst

CBRE; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

CBRE is seeking a commercial real estate valuation professional to perform valuation services and support Portfolio Managers across multiple loan portfolios in the United States. The role involves research, financial analysis and preparing valuation reports.

You will analyze income-producing properties, perform loan covenant testing, and produce monthly and quarterly reports for clients, with a focus on accuracy, client service, and timely delivery.

Qualifications

• High School diploma or GED required; bachelor’s degree preferred.
• Experience in Commercial Real Estate Underwriting, Valuation and/or Appraisal preferred.
• Ability to interpret instructions, write routine reports, and present information to groups.

Responsibilities

• Conduct research and financial analysis of CRE properties, loans and portfolios.
• Prepare valuation reports with guidance from the Portfolio Manager.
• Analyze income-producing properties and market comparisons.
• Analyze past revenue and expense performance and project a stabilized operating statement.
• Perform loan covenant testing (DSCR, Debt Yield, Net Worth/Liquidity).
• Prepare annual and quarterly OSAR reports.
• Assist Portfolio Managers by monitoring portfolio performance.
• Provide exemplary client service and prepare monthly/quarterly client reports.

Skills

Analytical skills

Written communication

Oral presentation

Education

High School diploma or GED

Bachelor's degree preferred

Tools

MS Excel

MS Word

Outlook

Job description

CBRE is seeking a commercial real estate valuation professional to perform valuation services and support Portfolio Managers across multiple loan portfolios in the United States. The role involves research, financial analysis and preparing valuation reports.

You will analyze income-producing properties, perform loan covenant testing, and produce monthly and quarterly reports for clients, with a focus on accuracy, client service, and timely delivery.