Provides support to the team in performing a diverse range of duties that entails initial tracking and analyzing new loan opportunities such as investment commercial properties, owner occupied commercial properties, note-on-note financings, and warehouse financing opportunities for prospective borrowers. Assists management with performance statistics and analysis of the figures. Supports the Department with improving the overall speed to market and volumes of deals reviewed. Works to analyze, quote and sign up new commercial real estate lending opportunities across a diverse set of asset types.
Essential Responsibilities
- Conduct preliminary analysis of commercial real estate loan opportunities, including assisting with the completion of loan sizing and margin templates.
- Provide market intel utilizing data providers such as REIS, market reports, and broker reports.
- Assist with deal flow management and pipeline tracking, including leading pipeline team calls and reporting out weekly deal volumes to senior management.
- Support team members such as loan originators with initial loan overviews at deal screen meetings.
- Join in on prospective conference calls with brokers and sponsors.
- Research market data through third party vendor tools, appraisals and other available sources.
- Assists with backing up loan originations mainly during heavy volumes or assisting when other team members are out of office.
- Assist leadership in creating reports and analysis of the reporting.
Education
Minimum- 4 Year Bachelors Degree in Real Estate, Finance, Accounting, Business or Related
Years of Experience
Minimum - 2 Years Commercial Real Estate Finance or Related within a financial institution
In Lieu of Education
6 Years Commercial Real Estate Finance or Related within a financial institution
Compensation & Benefits:
Typical hiring range: $69,600 - $108,300 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Annual performance bonus
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:
- Work from home up to 3 days a week
- Paid parental leave
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Top Skills
What the Team is Saying
What We Do
Alliant is unlike any other financial institution — a digital credit union that wows our members. We’re boldly disrupting banking norms to do good for our members, employees and communities.
With 90 years of history and more than $19 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the U.S.
Our industry-leading financial products, seamless digital experiences and exceptional customer service make banking simpler for our 900,000+ members.
Fully digital, fully human and full of possibility, we work to provide our members with experiences that redefine the financial industry, challenge the status quo and unleash brilliance.
Why Work With Us
Our employees enjoy a hybrid schedule, allowing for flexible remote work and purpose-driven, outcome-focused onsite opportunities. Driven by Alliant's guiding principles and values, employees across all teams build together to provide our members with industry-leading financial products, seamless digital experiences & exceptional customer service.
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Alliant Credit Union Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Alliant offers a purpose-driven, outcome-focused hybrid workplace model.
