Analyst – Due Diligence support
Position Overview
JLL is seeking a detail-oriented
Analyst – Due Diligence support to support the US Agency underwriting process for commercial real estate mortgage loans. This role involves gathering, analyzing, and organizing critical data from multiple sources to support underwriting decisions and ensure comprehensive deal documentation.
Primary Responsibilities
Data Acquisition & Management
- Pull and compile supplemental data reports from multiple platforms including CoStar, Trepp, Yardi, REIS, Crime databases, Novogradac, and DER, organizing files systematically within deal folders
- Extract debt summary reports from Precision for internal refinance transactions
- Retrieve historical operating statements, site inspection reports, and MBA inspection documentation from servicing platforms
- Conduct comprehensive Google searches for borrowers, properties, management companies, guarantors, and principals, documenting findings appropriately
Report Review & Analysis
- Complete the Third Party Cross Check Checklist by reviewing and validating consistency across appraisals, Property Needs Assessments (PNA), Environmental Site Assessments (ESA), zoning reports, and surveys
- Populate MBA Forms using information extracted from Site Inspection Questionnaires
- Pulling operating statements from Trepp and identifying discrepancies
- Analyze Schedule of Real Estate Owned (SREO) documents, spreading data to JLL format while identifying missing information and completing Fannie Mae and Freddie Mac templates
Technical & Financial Support
- Pull and verify real estate tax bills from county websites, ensuring accurate property identification
- Convert JLL underwriting models to Freddie Mac Loan Screening Tool (LST) format
- Review financial statements and operating data to support underwriting analysis
Qualifications
Required
- Bachelor's degree in Finance, Real Estate, Accounting, or related field
- Strong analytical skills with exceptional attention to detail
- Proficiency in Excel and financial analysis
- Ability to work with multiple data platforms and databases simultaneously
- Excellent organizational skills and ability to manage multiple deals concurrently
- Strong written and verbal communication skills
Preferred
- 1-2 years of experience in commercial real estate, mortgage lending, or financial analysis
- Familiarity with commercial real estate underwriting processes
- Knowledge of CoStar, Trepp, Yardi, or similar industry platforms
- Understanding of appraisal reports, environmental assessments, and property condition reports
- Experience with Fannie Mae and Freddie Mac loan programs
Key Competencies
- Time Management: Ability to meet tight deadlines (24-hour to 2-week turnarounds) while maintaining accuracy
- Critical Thinking: Capacity to identify inconsistencies and missing information across multiple reports
- Technical Aptitude: Quick learner of new software platforms and databases
- Precision: Meticulous approach to data entry, reconciliation, and documentation
- Adaptability: Comfortable working in a fast-paced environment with changing priorities
