Welcome to the real estate banking team and orientation
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Receive employment agreement and be aware of all related documents
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Set up on company email and software platforms
4
Receive company policies and procedures guide
5
Attend an introductory meeting with the Real Estate Banking department
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Approval: HR Department on submitted documents
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Introduction to real estate banking tools and procedures
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Subscribe to industry newsletters, databases and resources
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Meet with mentor or supervisor for initial Q & A and role briefing
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Set up systems and databases access
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Completion of regulatory and compliance training
12
Approval: Compliance Officer for regulatory and compliance training
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Introduction to the team and departmental structure
14
Attend real estate banking specific training, covering industry fundamentals
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Shadow senior staff in client meetings or calls
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Review and understand risk management policies
17
Approval: Risk Manager on understanding of risk management policies
18
Engage in hypothetical scenario exercises to understand workflow
19
Completion of first assigned project under supervision
20
Feedback session and review of first assigned project
Welcome to the real estate banking team and orientation
Welcome to the real estate banking team and orientation. This task will provide you with an overview of the team and its function within the organization. You will also be introduced to the key stakeholders and receive an orientation on the company culture and values. By the end of this task, you will have a clear understanding of your role and responsibilities as a real estate banking analyst.
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He/Him
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She/Her
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They/Them
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Prefer not to say
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On-site
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Remote
Receive employment agreement and be aware of all related documents
Congratulations on joining the team! In this task, you will receive your employment agreement and other related documents. These documents contain important information about your employment terms, benefits, and company policies. Take your time to carefully review and understand the contents of the documents. If you have any questions or need clarification, please reach out to the HR department.
Set up on company email and software platforms
To ensure smooth communication and collaboration with your team, you need to set up your company email and software platforms. In this task, you will receive instructions and access details to create your company email account. Additionally, you will be provided with access to the software platforms used by the real estate banking team. Please follow the instructions carefully and reach out to the IT department if you encounter any issues.
Receive company policies and procedures guide
Ensuring compliance with company policies and procedures is crucial for all employees. In this task, you will receive the company policies and procedures guide, which outlines the expectations and guidelines for your conduct as a real estate banking analyst. Take the time to thoroughly read and understand the contents of the guide. If you have any questions, feel free to reach out to the HR department for clarification.
Attend an introductory meeting with the Real Estate Banking department
Welcome to the Real Estate Banking department! In this task, you will attend an introductory meeting with the department. This meeting will provide you with an overview of the department's goals, objectives, and current projects. You will also have the opportunity to meet and get to know your colleagues. By the end of this task, you will have a better understanding of the department's role within the organization.
Approval: HR Department on submitted documents
Will be submitted for approval:
Receive employment agreement and be aware of all related documents
Will be submitted
Introduction to real estate banking tools and procedures
In this task, you will receive an introduction to the tools and procedures used in real estate banking. You will be provided with access to the necessary software and taught how to navigate and utilize them effectively. Additionally, you will be introduced to the specific procedures followed by the real estate banking team when working on projects. By the end of this task, you will be well-equipped to use the tools and follow the procedures in your daily work.
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CRM software
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Financial modeling tools
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Market research databases
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Collaboration platforms
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Document management systems
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CRM software
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Financial modeling tools
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Market research databases
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Collaboration platforms
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Document management systems
Subscribe to industry newsletters, databases and resources
To stay up-to-date with the latest trends, news, and insights in the real estate banking industry, it is important to subscribe to relevant industry newsletters, databases, and resources. In this task, you will be provided with a list of recommended newsletters, databases, and resources. Choose at least three from the provided list and subscribe to them. These resources will be valuable in enhancing your knowledge and understanding of the industry.
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Commercial Real Estate News
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Real Estate Finance Journal
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National Association of Realtors
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Real Capital Analytics
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CoStar Group
Meet with mentor or supervisor for initial Q & A and role briefing
To ensure a smooth transition into your role as a real estate banking analyst, it is important to have a mentor or supervisor who can provide guidance and support. In this task, you will meet with your assigned mentor or supervisor for an initial Q&A session and role briefing. Use this opportunity to ask any questions you may have about your role, responsibilities, and expectations. By the end of this task, you will have a clearer understanding of your role and the support available to you.
Set up systems and databases access
To perform your role effectively, you will need access to various systems and databases used by the real estate banking team. In this task, you will be provided with instructions and access details to set up your access to these systems and databases. Follow the instructions carefully, and if you encounter any issues, reach out to the IT department for assistance.
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CRM system
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Financial data provider
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Market research database
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Document management system
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Collaboration platform
Completion of regulatory and compliance training
As a real estate banking analyst, it is important to comply with regulatory requirements and adhere to industry best practices. In this task, you will complete regulatory and compliance training modules. These modules will provide you with an understanding of the regulatory landscape and the necessary compliance measures to be followed in the real estate banking industry. By the end of this task, you will be well-versed in the regulatory and compliance aspects of your role.
Approval: Compliance Officer for regulatory and compliance training
Will be submitted for approval:
Completion of regulatory and compliance training
Will be submitted
Introduction to the team and departmental structure
Building strong relationships with your team members and understanding the departmental structure is essential for your success as a real estate banking analyst. In this task, you will be introduced to the members of the real estate banking team and provided with an overview of the departmental structure. Take the time to familiarize yourself with the names, roles, and responsibilities of your team members. By the end of this task, you will have a clearer picture of the team dynamics and reporting structure.
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John Smith - Senior Analyst
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Emily Johnson - Associate Analyst
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Michael Brown - Associate Analyst
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Sarah Davis - Junior Analyst
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David Wilson - Junior Analyst
Attend real estate banking specific training, covering industry fundamentals
To excel in your role as a real estate banking analyst, it is important to continue learning and expanding your knowledge of the industry. In this task, you will attend real estate banking specific training sessions that cover industry fundamentals. These sessions will provide you with a comprehensive understanding of the real estate banking industry, including key concepts, terminology, and best practices. By the end of this task, you will have a solid foundation in real estate banking.
Shadow senior staff in client meetings or calls
Shadowing senior staff in client meetings or calls is a valuable learning opportunity for new real estate banking analysts. In this task, you will have the chance to observe and learn from experienced team members during client meetings or calls. Pay attention to their communication style, problem-solving approaches, and how they handle client inquiries. By the end of this task, you will gain valuable insights into client interactions and develop your own skills.
Review and understand risk management policies
Managing risks effectively is crucial in the real estate banking industry. In this task, you will review and understand the risk management policies followed by the real estate banking team. Familiarize yourself with the key principles, processes, and guidelines outlined in the risk management policies. If you have any questions or need clarification, reach out to your mentor or supervisor for assistance.
Approval: Risk Manager on understanding of risk management policies
Will be submitted for approval:
Review and understand risk management policies
Will be submitted
Engage in hypothetical scenario exercises to understand workflow
To develop a solid understanding of the workflow and processes in real estate banking, engaging in hypothetical scenario exercises is valuable. In this task, you will participate in exercises that simulate real-world scenarios encountered in real estate banking. These exercises will test your problem-solving skills, decision-making abilities, and knowledge of the industry. By the end of this task, you will be better prepared to handle similar scenarios in your daily work.
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Underwriting a loan proposal
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Analyzing market trends
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Conducting due diligence on a property
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Creating financial models
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Assessing investment risks
Completion of first assigned project under supervision
Congratulations on completing your initial training! In this task, you will be assigned your first project to work on under supervision. Follow the instructions provided by your supervisor and use the knowledge and skills you have gained to complete the project. Seek feedback and guidance from your supervisor throughout the process to ensure the successful completion of the project.
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John Smith
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Emily Johnson
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Michael Brown
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Sarah Davis
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David Wilson
Feedback session and review of first assigned project
In this task, you will have a feedback session with your assigned supervisor to review your first assigned project. During the session, your supervisor will provide feedback on your performance and offer guidance for improvement. Use this opportunity to ask questions and seek clarity on any areas you may be uncertain about. By the end of this task, you will have a clearer understanding of your strengths and areas for development.
