Loan Servicing 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

About The Role

Responsible for performing commercial real estate valuation services and general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios.

What You'll Do

• Conduct research and financial analysis of commercial real estate properties, loans and portfolios. Assist with data compilation for lender decisions. Make presentation of analysis that will be used for investment, surveillance and risk management related decisions.
• Complete valuation reports with analytical guidance from the Portfolio Manager. Prepare and complete analysis and research for properties assigned to a valuation report.
• Examine and analyze simple income-producing properties and prepare an analysis based on market comparisons.
• Analyze past revenue and expense performance and project a stabilized operating statement.
• Perform loan covenant testing on assigned loans (DSCR, Debt Yield, Net Worth/Liquidity and others).
• Complete and approve annual and quarterly Operating Statement Analysis Reports (OSAR).
• Assist Portfolio Managers by performing tasks involved in monitoring the performance of assigned commercial real estate loan portfolios.
• Provide exemplary customer service to clients and related contacts.
• Prepare various monthly and quarterly reports for portfolios as requested by the client.

What You'll Need

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• High School diploma or General Education Degree (GED) required. Prior experience and bachelor’s degree are preferred.
• Experience and/or training in Commercial Real Estate Underwriting, Valuation and/or Appraisal preferred.
• Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
• Requires average knowledge of financial real estate terms and principles. Basic understanding of approaches to the value of commercial real estate assets.
• Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires intermediate analytical skills.
• Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc. Advanced knowledge of MS Excel is preferred.
• Decisions made with general understanding of procedures and company policies to achieve set results and timelines. Errors in judgment may cause short-term impact to co-workers and supervisors.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).