Real Estate Analyst - Seniors Housing

Berkadia; Chevy Chase, Northern (MD, KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Volunteer hours & donation matching

Employee Resource Groups

Tuition reimbursement

12 weeks parental leave

Mental health support

Job summary

Berkadia is seeking a detail-oriented analyst to review and analyze property income/expenses, craft compelling loan submissions, and respond to lender inquiries. You will support mortgage bankers and interact with borrowers and clients throughout underwriting processes.

The role emphasizes data-driven story-telling, market research, and meticulous documentation, with opportunities to contribute to closings and property inspections as required.

Qualifications

• Excellent written and verbal communication skills.
• Ability to collaborate effectively in a team and adapt to a dynamic environment.
• Commitment to maintaining confidentiality and adhering to organizational policies and procedures.
• Keen attention to detail, ensuring accuracy and consistency.

Responsibilities

• Review and analyze current, historical, and projected property income/expenses with relevant information.
• Prepare analysis on property level financials to tell a story and frame loan submissions.
• Prepare a formal loan submission for lenders, including a narrative report and loan structuring justification.
• Answer lender questions, analyze data, and provide additional information as requested.
• Compile market research and internal data; maintain data databases.
• Interact with borrowers and lenders throughout submission and underwriting process.
• Assist mortgage bankers in marketing Berkadia products/services.
• Correspond with mortgage bankers, borrowers and clients.
• Complete property inspections as needed; assist in loan closings.
• Other duties as assigned.

Skills

Excellent written & verbal comms

Team collaboration

Confidentiality & policy adherence

Attention to detail

Job description

Be Part of the Next. Be Berkadia.

Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next?

Responsibilities

• Review and analyze the current, historical, and projected income and expense of a property together with all additional and relevant information.
• Prepare thoughtful analysis on property level financials in a way that allows you to articulate a story and come up with relevant questions to ask while creating loan submission packages.
• Prepare a formal loan submission for lenders which includes writing a narrative report or pitch book, recommending, justifying and describing not only the loan request but also the loan structuring using relevant and supporting information.
• Answer questions from lenders generated by the submission and research, analyze and provide additional information on request.
• Compile market research data as well as internal data and maintain databases of information.
• Interact with the borrower and lenders throughout the loan submission and underwriting process.
• Assist mortgage bankers in their marketing of company products and services.
• Correspond directly with mortgage bankers, borrowers and clients.
• Complete property inspections as needed.
• Assist in the closings of loans as needed.
• Other duties as assigned.

Preferred Qualifications

• Excellent written and verbal communication skills.
• Ability to collaborate effectively in a team and adapt to a dynamic environment.
• Commitment to maintaining confidentiality and adhering to organizational policies and procedures.
• Keen attention to detail, ensuring accuracy and consistency.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We’ll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

Be Your Best Self. Be Berkadia.

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.

At Berkadia, our people are shaping the future of commercial real estate. With industry-leading investments in people and technology, we’re building a culture where amazing people (like you) can do their best work as they learn, grow, and succeed. We work hard because we love what we do, and we never sacrifice our values along the way. Whether your talents lie in mortgage banking, investment sales, loan servicing, marketing, operations, finance, human resources, management, innovation, or something different altogether, we invite you to explore a wide range of commercial real estate jobs and Be Part of the Next.