Senior Investment Analyst, Real Estate
About the position Nationwide's vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses, and futures with extraordinary care. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results. The Senior Investment Analyst role analyzes, documents, and prepares necessary information for the closing of complex commercial real estate transactions. The Senior Investment Analyst works closely with the CML origination team, correspondents, internal and external counsel, and cash administration. Responsibilities will also include data input, verification, and integrity in various databases.
- Responsibilities
- Responsible for facilitating the closing process of new loans and modification loans for the commercial mortgage loan portfolio.
- Coordinates functions between the borrower, correspondent, counsel, and REI staff to get the loan funded or modified by the targeted date.
- Determine proper documentation and review loan documents for accuracy prior to closing to assure that they agree with the application.
- Review leases, estoppels, insurance, third party reports, etc. to make sure that the terms/provisions of the documents are acceptable to Nationwide.
- Participate on calls, in meetings and through emails in connection with the closing of each assigned loan.
- Make appropriate updates to databases in a timely manner for the new loan or reflect the changes of the modified loan.
- Finalize all documentation within a reasonable period of time after closing.
- Evaluate the work of the correspondent’s closing staff and provides feedback.
- Assist in the testing process for the annual upgrade of the mortgage loan system.
- May perform other duties as assigned
- Requirements
- Bachelor’s degree
- 3 to 7 years of related investment experience.
- Knowledge of the various loan documents related to commercial real estate and the purpose of those documents.
- Understand basic mathematical calculations, including NOI, DSC, & LTV.
- High degree of accuracy and attention to detail.
- Ability to think creatively by doing more than just processing a request.
- Ability to perform due diligence and research in connection with issues that arise.
- Good written and communication skills and ability to negotiate issues.
- Self-starter, proactive, and an ability to learn on the fly.
- Possess computer skills including Microsoft Word, Excel, Power Point, and other software as needed
- Nice-to-haves
- paralegal experience preferred
- Benefits
- medical/dental/vision
- life insurance
- short and long term disability coverage
- paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
- nine paid holidays
- 8 hours of Lifetime paid time off
- 8 hours of Unity Day paid time off
- 401(k) with company match
- company-paid pension plan
- business casual attire