Designation
Department - Process
Reports to (Designation of the
RO)
Direct Reports
Key working relationships
Job Description ( describes
primary functions of the job
)
Financial Analyst (FA)
Commercial Real Estate Team (CRE)
Team Leader / Assistant Manager
None
FA works within commercial Mortgage Team as part of a specific team comprising of JFA's, FAs and SFAs
under a particular TL/AM.
Job Summary
A FA may be engaged to perform any of the following functions/products:
Analyze Financial Statements and Rent Rolls
Prepare Preliminary Loan sizings
Abstract / Review Third Party reports like Appraisals, Environment and Engineering Reports, Perform Site
Inspections Review and New Loan Boarding tasks
Abstract agreements including Lease, management and franchise agreements.
Analyze AUP sizings.
Reunderwrite Multifamily and commercial property mortgages
Perform DCF valuation using Argus and/or Excel
Perform any other CRE tasks
Specific Responsibilities
Perform the daily task allocated is complete within the stipulated time frame and ensuring the desired
productivity level is maintained.
Perform the task assigned to meet the accuracy requirement as necessitated by the Client per the Service
Level Agreement.
Update the Workflow tracking software on a daily basis.
Keep the immediate Reporting Officer/ Project Manager abreast of all process related concerns/ issues and
highlight the same at the right time.
Ensuring ISMS compliance
Plan leaves properly so as to be fair and seek the necessary approval from the immediate RO.
Maintain congenial relations with all in the organization and work cohesively within the team.
Pay due regard to the organizational policies and procedures and conform to the same including ISMS.
Maintain personal hygiene and good etiquettes and be presentable at all times.