CRE Rotational Analyst: Investment Sales & Mortgage Banking

Berkadia; Bellevue (WA); Hybrid; USD 72,000 - 88,000; Full time

Benefits offered by this job

Volunteer program

Employee Resource Groups

Parental leave

Mental health support

Tuition reimbursement

Pet insurance

Job summary

Berkadia in Bellevue, WA seeks a Rotational Analyst to participate in a 12‑month program across Investment Sales and Mortgage Banking. You’ll work with seasoned professionals, senior leaders and mentors to build CRE expertise and support two 6‑month rotations.

Upon completion, you’ll be placed based on career interest, performance and office needs, with opportunities to grow within Berkadia’s capital markets platforms.

Qualifications

• Support two rotations in Investment Sales and Mortgage Banking with client and market data analysis.
• Prepare investment memorandums, valuations and market research for management review.
• Analyze P&L statements and rent rolls and assist with underwriting processes.
• Review underwriting workbooks and assist with loan origination and tracking in CRM.

Responsibilities

• Assist Investment Sales Advisors with client and property financial analysis.
• Gather market data, trends, rents, expenses and comparable sales.
• Prepare financial projections for acquisitions and dispositions for senior review.
• Support Mortgage Banking by reviewing underwriting workbooks and quotes.

Skills

Financial analysis

Market research

CRM usage

Excel

P&L analysis

Tools

Excel

CRM system

Job description

Berkadia in Bellevue, WA seeks a Rotational Analyst to participate in a 12‑month program across Investment Sales and Mortgage Banking. You’ll work with seasoned professionals, senior leaders and mentors to build CRE expertise and support two 6‑month rotations.

Upon completion, you’ll be placed based on career interest, performance and office needs, with opportunities to grow within Berkadia’s capital markets platforms.