Responsibilities include, but are not limited to:
- Review profit and loss statements, occupancy reports, and management summary reports to pull relevant data.
- Enter financial information into a pre-built Excel model to generate projections.
- Organize and input income, expenses, and occupancy statistics into spreadsheets.
- Assist in maintaining and updating five-year financial projections based on provided data.
- Ensure accuracy of entered data and flag any missing or unclear information.
- Work with team members to verify numbers and complete underwriting templates.
Qualifications:
- Basic experience with Excel (data entry, formulas, basic financial templates).
- Attention to detail and ability to accurately transfer data from reports.
- Ability to read and extract key numbers from financial reports.
- No prior underwriting experience required—just a strong focus on accuracy and ability to follow instructions.
- Some familiarity with real estate or financial documents is a plus but not required.
