Real Estate Portfolio Analyst – Surveillance

September 10, 2020
Houston, TX
Job Type


About CBRE (NYSE: CBG): At CBRE, you are empowered to take your career path into your own hands. Enjoy workplace flexibility in a global organization with tremendous scale. Work in an inclusive and collaborative environment with supportive teammates. Come experience the employee advantage at CBRE.
CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
As a Fortune 500 worldwide leader in real estate services, CBRE’s more than 70,000 professionals provide exceptional outcomes for clients in 60+ countries. When it comes to real estate, CBRE sees potential everywhere. We turn scale into strength, expense into performance, and property into prosperity. Visit


As an integral member of the Surveillance Department, the Portfolio Analyst - Surveillance position is highly interactive within our internal organization and will also on occasion work with master servicers, special servicers, lenders, borrowers, and loan production professionals.  This position requires the ability to perform customer relationship functions, detailed financial analysis, mortgage underwriting, abstracting of loan and transactional documents, compliance and quality control, and the ability to analyze a wide spectrum of issues relating to commercial loan servicing.  All duties are conducted in support of and under the supervision of the Departmental Manager. Primary responsibilities are focusing on the analysis, quality control and reporting of property level financial statements and rent rolls for CBRE’s multifamily and commercial real estate loan collateral. 


  • Entering portfolio requirements in CBRE’s financial statement tracking system

  • Maintenance of the McCracken database for input, follow up, tracking and upper management communication.

  • Analysis of property level operating statements for both multifamily, commercial real estate collateral, and other non-standard loans/credits.

  • Responsible for preparation of monthly performance metrics to upper management.

  • Ensuring compliance with the many PSA’s and servicing contracts regarding delivery of statements to third parties.  

  • Interacting with CBRE’s offshore provider regarding the operating statement analysis process.

  • Other duties as assigned

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