Commercial Mortgage Resume Sample

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Candelario Jacobson
4681 Cummerata Plaza,  Detroit, MI
+1 (555) 350 0179

Work Experience

Commercial Mortgage Specialist
07/2015 - PRESENT
Los Angeles, CA
  • Provide initial review, analysis and written recommendation of new mortgage loans presented by loan correspondents or other sources. For loan opportunities, complete submission briefs, draft application-commitment documents and other related loan production documents
  • Assist management in monitoring our existing portfolio of mortgage loans. In a timely manner, complete all monthly and quarterly compliance reports, with appropriate analytical insight included, for individual loans, properties or for entire portfolios of loans or properties
  • Provide assistance in the closing process of assigned loans. Review third party reports, leases and other due diligence activities. Assist with loan file assembly (hard copy or electronic)
  • As scheduled or requested, travel to selected markets and call on mortgage banking correspondents, as an aid in new loan production, portfolio management and servicing functions. Perform property site inspections as assigned and document inspections
  • Track economic and real estate market information in the markets where Ameritas has commercial mortgage or real estate investment exposure, or are considering such investment. Document such current information for use by management personnel in their decision making. Make recommendations to management based on data review
  • Provide other related support for our portfolio and loan servicing managers, as needed or assigned
  • Review inspection reports and operating statement reports for individual loans. Add appropriate data to the portfolio management systems, and notify management regarding issues discovered. As requested, provide written rationale and recommendations for loans to be added to or removed from portfolio watch lists. Updatevaluation models using current property-level data
  • Advanced education or industry/professional certification or licensing desirable
Commercial Mortgage Loan Analyst
11/2012 - 04/2015
Boston, MA
  • Necessary skills and capabilities: Good communication, reasoning and analytical skills; ability to operate independently and execute independent judgment
  • Good working knowledge of word processing, database, spreadsheet, property valuation (e.g., ARGUS) and mapping software; internet search skills
  • Experience: zero to three years in commercial real estate management, banking, investment management or related areas
  • Re-underwrite commercial mortgages already on RBC’s balance sheet for contribution to securitization pools
  • Understand the client’s financial situation, leverage insight from RBC colleagues to ensure respect for client’s time and demonstrate interest in the client’s business as part of your pre-contact planning review for all client calls/meetings
  • Assist in the portfolio surveillance process for TIAA’s Commercial Mortgage portfolio
  • Create monthly vendor dashboards for TIAA’s Vendor Oversight program
Commercial Mortgage Admin Spc
03/2006 - 07/2012
New York, NY
  • Provide analytical surveillance and servicing support for commercial and other mortgage loan portfolios of Aegon Asset Management’s affiliated and unaffiliated clients
  • Provide analytical support of borrower and property performance and evaluation of variances among borrowers’ historic, current and pro-forma financial statements to identify and understand portfolio risks
  • Monitors borrower’s compliance with loan documents and evaluates and processes commercial loan transactions in accordance with the loan documents on a variety of routine matters
  • Analytical support of borrower and property performance review and evaluation of variances among borrowers’ historic, current and pro-forma financial statements and property management issues to understand portfolios and associated risks
  • Gather, organize and analyze data for loan approval including property economics, borrower/sponsors, location, current market rents/vacancy and leasing
  • Prepare draft loan approval form using company norms, including a preliminary assessment of the strengths and weaknesses of prospective commercial real estate transactions, for review by Originator, Risk Analyst, and Management
  • Provide feedback and education to mortgage bankers to facilitate the timely submission of information for loan quotes and approvals
  • Prepare draft loan applications using quote information for review by Originators and Mortgage Loan Closers. Identify and include alternate terms/language, when necessary
  • Track loans from inquiry through approval process


Webber International University
2001 - 2006
Bachelor's Degree in Finance

Professional Skills

  • Demonstrates commitment to team work and collaboration by coaching, mentoring and assisting CAM’s, service partners and others to meet the needs of clients
  • Commercial Real Estate financial analysis experience
  • Understanding of commercial mortgage securitization
  • Evaluate property risks by reviewing leases, financial reports, property appraisals, engineering reports and environmental reports
  • Assist the real estate department with the analysis and underwriting of commercial mortgage loan investments
  • Commercial mortgage underwriting and analysis
  • Monitor commercial mortgage portfolio performance and compliance with loan terms

How to write Commercial Mortgage Resume

Commercial Mortgage role is responsible for insurance, research, database, training, credit, finance, search, valuation, word, accounting.
To write great resume for commercial mortgage job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Commercial Mortgage Resume

The section contact information is important in your commercial mortgage resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Commercial Mortgage Resume

The section work experience is an essential part of your commercial mortgage resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous commercial mortgage responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular commercial mortgage position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Commercial Mortgage resume experience can include:

  • Thorough knowledge of CMBS requirements
  • Completes the full analysis on real estate properties and underwrites credit submission to group risk management
  • Builds, advances, and actively replenishes a pipeline in order to achieve revenue growth
  • Develops and utilizes specialized knowledge and experience of the Commercial Mortgage industry/segment to support the credit needs of Commercial Account Managers and their clients
  • Assists CMA with prioritizing and completing monthly credit reviews (CCR /BBTR/BRR assessment) or stand alone commercial mortgage reviews appropriately, balancing client needs and high risk situations effectively, while ensuring account managers are informed of any changes in the review schedule
  • Exercises due diligence in preparing credit renewals adjudication re: know your client, know the transaction, credit structure, risk analysis and client strategy

Education on a Commercial Mortgage Resume

Make sure to make education a priority on your commercial mortgage resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your commercial mortgage experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Commercial Mortgage Resume

When listing skills on your commercial mortgage resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical commercial mortgage skills:

  • Liberates capacity for supported CAMs by effectively/proactively managing the credit renewal process in order to provide CAMs with more client facing time
  • Develops strong working relationships with the CAM’s to optimize overall processing time
  • Assists CCA in maximizing opportunity spotting with all clients to enhance retention, referrals, and sales activities and contribute to superior client care
  • Assist in the preparation of commercial mortgage loan recommendations
  • Commercial mortgage documentation, administration of commercial mortgages
  • In depth knowledge of commercial real estate markets across Canada

List of Typical Skills For a Commercial Mortgage Resume


Skills For Commercial Mortgage Loan Analyst Resume

  • Influences portfolio quality through capable credit risk assessment, strategic assessment and proactive management of expired credits
  • Develops and utilizes specialized knowledge and experience of specific industry/segment(s) to support the credit needs of Commercial Account Managers and their clients
  • Prioritizes and completes annual credit reviews (CCR/BRR assessment) appropriately (including accurate selection of Risk Criteria Papers), balancing client needs and high risk situations effectively, while ensuring Commercial Account Managers are informed of any changes in the review schedule
  • Exercises due diligence in preparing credit renewals, adjudication and in recommending and preparing credit renewals to GRM re: know your client, know the transaction, credit structure, risk analysis and client strategy
  • Identifies Risk issues and takes proactive action i.e. within designated portfolio by segment. Keeps up-to-date on economic trends for designated geographic areas. Stays abreast of Credit Administration & Compliance Trends (eg. Expired Credits, Out of Order Margins/Covenants/EWS/Reporting and Security, BRR (and trends), Delinquent &
  • Prices transactions and collects fees, within prescribed guidelines, maintaining a balance of sales results, profitability, and relationship-building
  • Be proactive and strategic by forward booking your calendar with face to face client appointments and making introductions to partners is Specialized Sales
  • Provides quality business analysis for existing clients
  • Provides suggestions to complete work towards Simpler, Faster, Better

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