Senior Real Estate Analyst - Affordable Housing

N1000 Berkadia Commercial Mortgage LLC; San Diego (CA); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Volunteer hours

Employee Resource Groups

Fertility and family planning services

Up to 12 weeks parental leave

Mental health care and counseling

Tuition reimbursement

Pet insurance discounts

And more!

Job summary

Berkadia is seeking a Senior Real Estate Analyst in San Diego to lead analytical projects in CRE finance and support Multifamily Mortgage Banking and Investment Sales teams.

The role involves due diligence, property valuation, loan sizing, and driving transactions to closing, with responsibility across deal processing and coordination with external stakeholders.

Qualifications

• 3+ years of experience in Affordable Housing Finance.
• Experience managing 5+ loans simultaneously.
• Advanced Microsoft Office skills including Excel, PowerPoint, Word; pivot tables and charts.
• Strong organizational skills with multitasking in a fast-paced environment.
• Clear verbal and written communication.

Responsibilities

• Supports mortgage banking and investment sales professionals’ source and execute business.
• Leverages centralized resources including teams based in Hyderabad, India.
• Analyzes commercial and multifamily real estate, including pro forma valuations and sizing loan options.
• Prepares loan submissions, drafts memos, tracks in Salesforce, and reviews loan servicing data.
• Leads deal processing from applications to closings.
• Reviews due diligence materials and market data.
• Interfaces with owners, capital providers, vendors, and attorneys.

Skills

Affordable Housing Finance

Multi-loan management

Strong communication

Tools

Microsoft Office

Pivot tables

Excel

PowerPoint

Word

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? Discover your next opportunity at Berkadia.

The Senior Real Estate Analysts play a critical role at Berkadia, utilizing their expertise in Commercial Real Estate (CRE) finance to lead analytical projects, and to support Berkadia’s Multifamily Mortgage Banking and Investment Sales professionals meet the needs of Berkadia’s customers. The Senior Real Estate Analyst will have experience working on several multifamily real estate transactions, with experience conducting due diligence, valuing CRE properties, sizing loans, and overseeing critical process driven tasks to drive transactions to closing.

Responsibilities

• Supports mortgage banking and investment sales professionals’ source and execute business.
• Leverages Company’s centralized resources including teams based in Hyderabad, India.
• Analyzes commercial and multifamily real estate, which includes generating pro forma valuations and sizing appropriate loan options.
• Prepares formal loan submissions for lenders by drafting quotes to the business and credit teams; Add quotes to internal tracking system (Salesforce); Prepare loan applications; Draft internal approval memos; Follow-up on outstanding business and address internal reporting needs; and Review loan servicing data.
• Leads deal processing from applications to closings.
• Reviews due diligence material for real estate transactions.
• Review pertinent market information, including rent/sale comps, capitalization rates, market vacancy, trends, and other data necessary to evaluate specific loan opportunities, including competitor information.
• Interfaces with external parties including owners of real estate, providers of capital, vendors, consultants, and attorneys.

Requirements

• Demonstrated 3 years + experience in Affordable Housing Finance Experience supporting deals from Beginning to End.
• Extensive experience managing 5+ loans at a time.
• Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, Excel, and experience with tools like pivot tables, presentation animation and formatting charts preferred.
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
• Able to communicate clearly both verbally and in writing with all levels of an organization.

The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities. Compensation Range $75,000-115,000

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!

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 law.

If you apply for this role, you are acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy.

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.