Analyst, Specialty Underwriting and Portfolio Manager - CRE

Capital One

Consumer Finance Houses and Credit Grantors

Charlotte, NC - USA

Senior Specialist / Project Manager

Experteer Overview

As Analyst in Underwriting & Portfolio Management, you help underwrite new CRE transactions and manage the existing loan portfolio. You work with cross-functional partners to assess risks, build financial analyses, and contribute to credit documents and closing processes. You escalate trends, support deal review, and mentor rotational analysts, shaping the portfolio's risk profile and performance. This role offers exposure to real estate financing, credit risk management, and internal initiatives aimed at well-managed, scalable CRE growth.

Compensation / Benefits

health benefits
competitive compensation
incentive compensation eligibility
inclusive benefits
opportunity for growth
training and mentoring

Responsibilities

Perform due diligence on industry and company performance and synthesize findings
Conduct thorough financial analysis to identify disparities and mitigants
Prepare financial modeling inputs and understand model mechanics
Analyze structuring options considering collateral and borrower valuation
Write credit approval documents and contribute to deal review and pipeline meetings
Coordinate closing process requirements
Shadow senior underwriters on legal documentation negotiations
Prepare term sheets, commitment letters, and fee letters with guidance
Own a portfolio of existing customers with minimal guidance
Complete annual reviews and material/non-material modifications independently
Monitor risk ratings and determine upgrades/downgrades
Ensure compliance with credit policies for existing accounts
Respond to requests from internal and external stakeholders
Maintain accurate, timely portfolio data for reporting
Escalate and resolve problem accounts with other teams
Build cross-functional relationships to foster collaboration
Mentor rotational analysts and new hires
Participate in internal initiatives for efficient operations

Key requirements

Bachelor's Degree or Military Experience
At least 2 years of experience in credit underwriting, portfolio management or commercial real estate

strong communication skills ability to work with cross-functional teams sense of urgency in responding to client requests financial modeling credit risk assessment structured finance understanding

Description

As Analyst in Underwriting & Portfolio Management, you help underwrite new CRE transactions and manage the existing loan portfolio. You …

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