Real Estate Analyst - Fannie Mae

As a Real Estate Analyst at Berkadia, your day-to-day responsibilities will revolve around performing financial analysis and structuring multifamily mortgages. You’ll actively communicate with Berkadia’s mortgage banking network and assist the national Agency origination team by reviewing, sizing, and pricing multifamily transactions. Additionally, you'll draft quotes for business and credit teams, input data into our Salesforce tracking system, and prepare internal approval memos for the Credit Committee, all while analyzing vital market information to identify loan opportunities.

To be considered for the Real Estate Analyst position at Berkadia, candidates should possess a bachelor’s degree or equivalent experience, along with 1-3 years in a similar role. Strong written and verbal communication skills are essential since you'll interact with both internal teams and external clients. An advanced proficiency in Microsoft Office, particularly Excel, is crucial for performance efficiency and accurate data handling.

At Berkadia, we deeply believe in the potential of our employees. As a Real Estate Analyst, you will have access to numerous professional development opportunities, including mentorship from industry veterans. Our generous tuition reimbursement program supports your learning journey, coupled with a culture that encourages employee resource groups to foster personal and professional growth. All these initiatives align with our commitment to help you advance your career.

Berkadia prides itself on a people-first culture where diversity and inclusion drive innovation. As a Real Estate Analyst, you will work in an environment that acknowledges individual differences and values collaboration. The company encourages community involvement through volunteer programs and fosters a supportive space where your contributions can make a real difference, all while ensuring that work-life balance is respected.

Berkadia offers a comprehensive benefits package for its Real Estate Analysts. This includes up to 12 weeks of fully paid parental leave, mental health care services, and generous tuition reimbursement to support your continuous learning. Additionally, you will find monthly paid volunteer hours, family planning services, and even pet insurance discounts, all of which reflects our commitment to the well-being of our employees.

When addressing complex financial data, it's crucial to break down the information into manageable segments. Begin by defining the key performance indicators relevant to the analysis. Utilizing tools such as Excel to model financial scenarios can help you gain clarity on the data. You should share an example where you successfully analyzed data to inform a decision, highlighting your analytical and problem-solving skills.

When communicating complex information, clarity is key. Use straightforward language and avoid jargon to ensure understanding. Share a specific instance where you had to explain a multifamily mortgage structure to a client, focusing on your approach to simplifying the concepts and the positive result of that interaction, such as closing a deal or enhancing the client's understanding.

In a fast-paced role like that of a Real Estate Analyst, effective prioritization is essential. I recommend using tools such as lists and project management software to categorize tasks by urgency and importance. Also, be sure to share a personal example where you successfully managed competing deadlines while maintaining quality in your analysis, showcasing your organizational skills.

To stay abreast of industry trends, I regularly follow real estate publications and data sources. It's beneficial to participate in webinars and industry conferences. Mention any specific sources you trust, and share an instance where your understanding of market trends influenced your analysis or decision-making process in your previous job.

Team collaboration is often critical in commercial real estate. Share a project where you had to work closely with different departments, such as product originations or underwriting team members. Discuss how you facilitated communication between teams and ensured that the project was successful by aligning everyone's goals toward a common objective.

As a Real Estate Analyst, proficiency in software like Microsoft Excel, Salesforce, and data visualization tools can be crucial for performance. Provide examples of how you've used these tools in past roles to analyze data or track transactions effectively, highlighting any special projects where this experience was particularly valuable.

Analyzing rental and sale comps involves a systemic approach. I usually start by gathering comprehensive data on comparable properties within the desired market area. Assessing factors like location, amenities, and market conditions is essential. Discuss how you've applied these strategies in a past project to yield insights that supported loan opportunities.

Attention to detail is paramount in this role. As a Real Estate Analyst, the accuracy of your financial analyses and market evaluations directly influences decision-making. Provide an example from your past experience where your attention to detail prevented a potential issue or led to a successful outcome.

Respecting confidentiality is crucial in this role. Establish clear protocols for handling sensitive data, ensuring you only share information with authorized individuals. Discuss a situation where you successfully navigated confidentiality challenges and reinforced the importance of trust in your professional relationships.

I find motivation in the impact my analyses can have on business decisions and client success. This position at Berkadia aligns perfectly with my passion for real estate and innovation. Share how this role excites you and how that drives you to seek continuous improvement in your work.