Senior Financial Business Analyst - Underwriting

Are you looking for an opportunity to make an impact and shape the future of the commercial real estate (CRE) industry?

The Senior Financial Business Analyst (SFBA) will be responsible for coordinating the project activity associated with developing templates for multiple stakeholders at the Company, including but not limited to mortgage banking, underwriting, and investment sales. The SFBA will work closely with the Global Production Operations (GPO) Excel team to ensure templates, checklists, and user guides are timely and accurately updated. In addition, the SFBA will work with the Production Operations team to complete projects and analysis related to the GPO, Marketing and Research Center (MaRC) and corporate Marketing teams.

Innovation meets excellence at Berkadia, where we give you the space you need to create and allow your ideas to flourish. We are leading the evolution of CRE, and can't do that without innovators who are driven by curiosity and are willing to challenge the status quo as they chart their career path – and Berkadia's future. Be Part of Building the Next. Be Berkadia.

We Innovate to shape the future of CRE, so in this role you will:

Responsibilities:

• Serve as a liaison between internal stakeholders and the GPO Excel team to determine template needs and objectives.
• Capture business requirements and template bugs in team logs and drive users to complete acceptance testing promptly to avoid workflow backlogs.
• Communicate template status and provide testing support to clients, performing regular testing of templates when coding changes are made.
• Follow up and manage template project tasks, prepare and edit “How to Guides” for templates, and coordinate with external vendors for template creation when necessary.
• Track vendor time for accurate billing, manage the successful operation of the Production Resources website, and run quarterly Production Resources Governance Committee meetings
• Other duties as assigned.

We Stand for Excellence, so to achieve success in this role you should have:

Preferred Qualifications:

• Previous experience managing multiple simultaneous projects, including maintaining project tasks, coordinating work efforts of others, and meeting deadlines.
• Specific experience with MS Excel, including developing spreadsheets, creating macros, creating pivot tables, and performing financial commands.
• Preferred experience in analyzing property financial statements, preparing metrics, and performing valuations.
• Strong written and verbal communication skills.
• Bachelor's degree or equivalent
• 3+ years of experience in a similar position

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be Part of Building the Next. Be Berkadia. 

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