• Ensure all contractual obligations to clients, including time worked and deliverables, are consistently met • Communicate regularly, proactively, and effectively with leadership, internal staff, prospects and clients • Identify additional client needs and recommend solutions-based services • Always maintain stick confidentiality regarding client, company, and staff information • Accurately track and record both billable and non-billable time • Collaborate with CPAs on year-end reporting and processes • Prepare and analyze year-end financial reports • Generate and review Production vs. Income reporting • Conduct due diligence and pro forma reporting for clients • Perform detained expense analysis to support client decision-making • Review and reconcile general ledger accounts • Develop and deliver comprehensive sales and production reports • Manage producer commissions with accuracy and timeliness • Oversee trust banking management to ensure compliance and accuracy • Create and analyze trending profit and loss (P&L) statements • Support budgeting processes to help agencies meet financial goals • Monitor and manage carrier volume reporting

• Defining and evolving our Business Value Proposition, with a strong focus on strategic growth, innovation, and value creation • Bringing senior-level credibility to strategic client engagements, business development activities, and high-impact transformation programs • Taking full ownership of managing strategy & transformation projects, including co-innovation initiatives with key clients, end-to-end at the intersection of business and IT • Leading and collaborating with multi-disciplinary teams to address a broad range of client challenges and deliver sustainable business outcomes • Engaging with senior stakeholders to analyze and challenge business priorities, shape enterprise-wide strategies, and co-create innovative, scalable solutions while expanding the SAP Fioneer footprint

• Subject-matter ownership of three core courses: Corporate Accounting & Financial Management, Practical Financial Accounting, and Financial Accounting with DATEV — you know them in depth, keep them up to date, and further develop them. • Design practical exercises and learning paths that reflect real workplace situations and build skills. • Identify gaps in the existing portfolio and report them proactively. • Brief and manage external subject-matter experts and review/approve their contributions. • Run regular live formats with participants, such as webinars or Q&A sessions. • Keep an eye on the market: certifications, tools, exam regulations, and competitors. • Actively integrate AI tools into the workflow. • Work closely with Product Operations, media design, editorial, and the rest of the learning design team.

Role Description We are looking for a highly analytical and relationship-driven professional who can combine strong underwriting expertise with business development and deal origination skills. This role is ideal for someone who understands commercial real estate finance end-to-end — from sourcing opportunities and underwriting deals to structuring transactions and managing closings. - Underwrite commercial real estate transactions across multiple asset classes including multifamily, office, retail, industrial, hospitality, and mixed-use - Analyze borrower financials, rent rolls, operating statements, tax returns, and market data - Build and review financial models, cash flow projections, and valuation analyses - Structure loan terms and investment scenarios based on risk assessment and deal strategy - Source and originate new commercial lending opportunities through brokers, borrowers, investors, and industry relationships - Manage deal flow from initial screening through closing - Coordinate due diligence, legal documentation, title, third-party reports, and closing requirements - Present investment and lending recommendations to leadership - Maintain relationships with lenders, brokers, borrowers, and capital partners - Monitor market trends and identify strategic lending and investment opportunities Qualifications - 4+ years of experience in commercial real estate underwriting, investment analysis, mortgage banking, acquisitions, or loan origination - Strong understanding of commercial lending structures and CRE financial analysis - Experience underwriting income-producing properties and evaluating investment opportunities - Proven ability to source, negotiate, or originate commercial deals - Experience working with banks, private lenders, debt funds, bridge loans, agency financing, or institutional capital - Advanced Excel and financial modeling skills - Strong communication and negotiation abilities - Ability to thrive in a fast-paced, entrepreneurial environment Requirements - Preferred Background - We are especially interested in candidates with experience in: - Commercial mortgage banking - CRE acquisitions or investment analysis - Loan origination and capital markets - Debt/equity structuring - Institutional or private real estate lending Benefits - Competitive base salary + performance-based compensation - Opportunity to work on high-value commercial transactions - Career growth within an expanding real estate finance platform - High exposure to acquisitions, underwriting, and capital markets - Collaborative and entrepreneurial team environment