SENIOR ASSOCIATE- UNDERWRITER, INVESTMENT ADVISORY

Trimont; Overland Park (KS); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading global commercial real estate loan services provider is seeking a Senior Associate - Underwriter, Investment Advisory in Overland Park. In this role, you will provide analytical support across various platforms, ensuring excellence in service delivery and collaboration with internal teams. Candidates should have a Bachelor's degree and at least 3 years of underwriting experience.

Qualifications

• At least 3 years of underwriting experience required.
• Knowledge of commercial real estate transactions and loan terms essential.
• Effective communication of analysis to stakeholders is key.

Responsibilities

• Lead quarterly re-underwriting of cash flows and valuations for client portfolios.
• Refine underwriting models for valuation and cash flow projections.
• Research market conditions quarterly to update valuations.

Skills

Underwriting experience

Investment analysis

Valuation methods

Credit risk evaluation

Effective communication

Education

Bachelor's degree in real estate, finance, accounting, or related field

Tools

CoStar

Trepp

STR

Argus Enterprise

MS Word

Excel

Outlook

Job description

Senior Associate - Underwriter, Investment Advisory

Join to apply for the Senior Associate - Underwriter, Investment Advisory role at Trimont .

Overview

Founded in 1988 and headquartered in Atlanta, Trimont is a specialized global commercial real estate loan services provider. We partner with lenders to provide the infrastructure and capabilities needed to make informed decisions regarding the deployment, management, and administration of commercial real estate secured credit.

Our team of over 400 professionals serves a global client base from offices in Atlanta, Dallas, Kansas City, London, New York, and Sydney. We empower our teams with knowledge, advanced technology, and a culture driven by values, fostering excellence and meaningful client relationships.

Job Summary

The Senior Associate in Investment Advisory (IA) will deliver exceptional service by providing detailed analytical support for both IA and Asset Management platforms, covering various capital structures and property types. The role requires excellent interpersonal skills, professionalism, and the ability to work independently or as part of a team.

Responsibilities

• Lead quarterly re-underwriting of cash flows and valuations for client portfolios, collaborating with asset managers and IA team members.
• Assist with ad hoc re-underwriting for CLO contributions, reinvestments, rating agency inquiries, or other stakeholders.
• Refine and improve underwriting models used for valuation and cash flow projections.
• Update asset valuations based on market comparables and methodology understanding.
• Support existing underwriting guidelines for various real estate assets.
• Run Argus audits and scenario analyses on assets.
• Research market conditions quarterly to update cash flows and valuations.
• Perform detailed quantitative analyses comparing budgets, actuals, and forecasts.
• Gather sale comparables and assumptions for valuation accuracy.
• Engage with third-party appraisers, review, and challenge findings.
• Ensure adherence to quality standards, addressing discrepancies proactively.
• Promote a collaborative team environment with continuous improvement.
• Stay current with industry trends to enhance team performance.
• Present work findings to internal teams and clients.
• Some travel may be required quarterly.

Required Qualifications

• Bachelors degree in real estate, finance, accounting, or related field.
• At least 3 years of underwriting experience.
• Knowledge of commercial real estate transactions, investment analysis, and loan terms.
• Familiarity with valuation methods across property types.
• Ability to evaluate credit risk through cash flow and valuation trends.
• Understanding of deal structures, including mezzanine and preferred equity.
• Effective communication of underwriting analysis to stakeholders.
• Efficient task management and deadline adherence.
• Proficiency with CoStar, Trepp, STR, Argus Enterprise, and related software.
• Experience with financial modeling and risk assessment tools.
• Proficiency in MS Word, Excel, and Outlook.
• Seniority level : Mid-Senior level
• Employment type : Full-time
• Job function : Finance and Sales

Location : Overland Park, KS | Salary : $65,000 - $75,000 | Posted : 2 weeks ago

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Associate Underwriter • Overland Park, KS, United States