Joana Lee

Senior Analyst, Real Estate Finance at CMLS Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Experience

    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Senior Analyst, Real Estate Finance
      • Jan 2023 - Present

      Vancouver, British Columbia, Canada

    • Senior Analyst, Commercial Credit Risk
      • Mar 2021 - Jan 2023

      Vancouver, British Columbia, Canada Emphasis on income producing real estate (multi-family, industrial, office and retail) across Canada. Conducting appropriate due diligence and investigation to gain solid understanding of Borrowers; analyzing and interpreting financial data and credit information, assessing the value of security, and underwriting commercial mortgage presentations and annual reviews within the guidelines of lending policies and procedures Completion of mortgage presentations, meeting pre-funding… Show more Emphasis on income producing real estate (multi-family, industrial, office and retail) across Canada. Conducting appropriate due diligence and investigation to gain solid understanding of Borrowers; analyzing and interpreting financial data and credit information, assessing the value of security, and underwriting commercial mortgage presentations and annual reviews within the guidelines of lending policies and procedures Completion of mortgage presentations, meeting pre-funding conditions and third party instructions to meet all funding requirements within tight deadlines. Staying current with market information and commercial mortgage market trends.

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Real Estate Associate
      • Feb 2020 - Jan 2021

      Vancouver, British Columbia, Canada The Abacus Group operates as: 1. A Developer of small/mid-sized projects (residential & mixed use) 2. An equity participant in Real Estate Projects 3. A Financier for Real Estate Projects; both directly and/or through our brokerage arm Abacus accesses funds funds internally, locally (BC), Canada wide and abroad; offering a wide range of funding options (and guidance) for most Projects.

    • Canada
    • Banking
    • 700 & Above Employee
    • Commercial Banking Associate, Pacific Real Estate Group
      • May 2019 - Feb 2020

      Vancouver, British Columbia, Canada Preparation of credit applications to make lending decisions and structure loan facilities. Responsible for credit monitoring and compliance requirements including pre-funding due diligence and security documentation. Analysis of appraisals, budgets, proformas, QS reports and financial modelling to manage risk in active construction projects and land loans.

Education

  • The University of British Columbia
    Bachelor of Commerce (BCom), Real Estate
    2015 - 2019
  • City, University of London
    Exchange Semester, International Business
    2018 - 2018

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