Investments, Mortgage Loans Intern

Jobtailor; Madison (WI); On-site; USD 25,000 - 36,000; Full time

Job summary

Jobtailor in Madison, WI seeks an undergraduate intern to assist with portfolio loans, valuations, and market data analysis. You will use Argus and Excel for financial modeling and participate in the end-to-end loan process under supervision.

The role requires strong analytical thinking, Excel proficiency, and effective communication in a collaborative team setting. The internship is for the summer, requiring 40 hours per week, and offers exposure to property valuation, loan underwriting, and

Qualifications

• Pursuing an undergraduate degree with an expected graduation date after December 2027
• Resume required to apply
• Ability to work 40 hours per week during the summer
• Strong analytical, critical thinking, problem-solving, and decision-making abilities
• Interpersonal and customer service skills
• Well organized with exceptional attention to detail
• Excellent communication skills
• Interest in Real Estate or Finance preferred
• Working independently and in a team environment

Responsibilities

• Review financial statements, rent rolls, and property inspection reports for portfolio loans
• Monitor and track upcoming loan events and derive new property valuations
• Analyze market data including vacancy rates, rental rates, comparable sales, and cap rates
• Prepare valuations using Argus software and direct capitalization proforma analysis
• Provide watchlist recommendations and follow-up actions to Servicing Manager, Loan Officers, and Portfolio Manager for underperforming loans
• Shadow origination process and underwrite new loan opportunities
• Assist with reporting, closing and servicing, and portfolio management processes
• Enter property financials into the loan management system
• Work on Excel projects and ad hoc projects
• Perform other duties as assigned

Skills

Analytical Skills

Attention to Detail

Communication Skills

Team Player

Excel Proficiency

Education

Undergraduate degree in Real Estate/Finance

Coursing Real Estate coursework

Tools

Argus Software

Excel

Loan Management System

Job description

• Review financial statements, rent rolls, and property inspection reports for portfolio loans
• Monitor and track upcoming loan events and derive new property valuations
• Analyze market data including vacancy rates, rental rates, comparable sales, and cap rates
• Prepare valuations using Argus software and direct capitalization proforma analysis
• Provide watchlist recommendations and follow-up actions to Servicing Manager, Loan Officers, and Portfolio Manager for underperforming loans
• Job shadow the origination process and underwrite new loan opportunities
• Assist with reporting, closing and servicing, and portfolio management processes
• Enter property financials into the loan management system
• Work on Excel projects and ad hoc projects
• Perform other duties as assigned

Requirements

• Students pursuing an undergraduate degree with an expected graduation date of December 2027 or later
• Candidates who now or in the future require company sponsorship for an immigration-related employment benefit are not eligible to apply
• Working towards a relevant degree or equivalent work experience
• Strong analytical, critical thinking, problem-solving, and decision-making abilities
• Demonstrated interpersonal and customer service skills
• Well organized with exceptional attention to detail
• Excellent communication skills
• Intellectual curiosity and desire to learn and develop professionally
• Preferred: pursuing a bachelor’s degree with a major(s) in Real Estate or Finance
• Preferred: general understanding of real estate fundamentals and an introductory real estate course
• Ability to work 40 hours per week during the summer
• Ability to work independently and cooperatively as part of a team
• Resume required to apply

Core Competencies

Demonstrates strong analytical and problem-solving skills while effectively managing financial data and property valuations. Proficient in using Argus software and Excel for financial analysis and reporting in real estate and finance contexts.

Highest-signal resume keywords

• Financial Statement Review
• Argus Software Proficiency
• Market Data Analysis
• Interpersonal Skills
• Attention to Detail

Hard Skills

• Property Valuation
• Loan Underwriting
• Data Analysis
• Excel Projects
• Direct Capitalization Proforma Analysis

Soft Skills

• Analytical Skills
• Critical Thinking
• Problem-Solving
• Communication Skills
• Organizational Skills

Industry Keywords

• Real Estate
• Portfolio Management
• Vacancy Rates
• Rental Rates
• Cap Rates

Tools & Technologies

• Loan Management System
• Excel
• Argus Software