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POSITION RESPONSIBILITIES
Assist bankers in reviewing and considering newly sourced transactions, including spreading project historical or pro forma operating information using Excel models, analyzing project feasibility, and conducting analyses of borrower’s financial condition.
Work with bankers to complete term sheets and applications for client review and execution.
Assist bankers in boarding new transactions and ensuring that all appropriate internal actions are taken.
Participate in the transaction approval process, including assembling packages for Citi’s risk management review, reviewing credit memos, and assembling the necessary credit approval documentation.
Complete necessary internal transaction execution documentation.
Assist bankers with ongoing relationship duties including issues that arise during construction, permanent loan conversions, loan modifications and extensions.
PREFERRED EXPERIENCE AND QUALIFICATIONS
Experience preferred in real estate lending or multifamily lending (1+ year)
Strong interpersonal, verbal and written communication skills.
Demonstrated quantitative analysis and spreadsheet skills.
Highly organized individual able to manage multiple assignments at once.
The position will be located in CCC’s office in Houston, TX, or Thousand Oaks, CA or San Francisco, CA, and will require flexible work hours.
When hired, the candidate will be required to pass all relevant FINRA exams and licensing requirements
Training (3-4 weeks) will occur in Houston, TX, Boca Raton, FL, or Thousand Oaks, CA] and will be a combination of virtual and in person sessions.
Institutional BankingInvestment BankingFull timeHouston Texas United States$110,000.00 - $135,000.00
Anticipated Posting Close Date:
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