Excel Test for Special Servicer Interview

Have a final round interview coming up later this week with one of the big special servicers (think C-III, CW, LNR, Torchlight) for an analyst position. They have an Excel test that they conduct on-site during their final rounds. When I asked about it after my last interview, the analyst said "as long as you're a 3.5 on a scale of 1-5 in Excel, you should be okay with it." This means different things for different people so I'm trying to be safe and make sure all of my bases are covered.

So far I've been going through the BIWS modeling course and looking at how the core concepts apply to RE. I'm kind of expecting them to just want to test whether or not you know some of the specific functions (like Vlookup, sensitivity tables, etc), so I'm trying to get familiar with those too. Anyone have any more ideas on what to look for?


To begin preparing for an excel test interview, JobTestPrep has everything you need to know for Excel Testing Interviews, including a myriad of questions with thoroughly explained answers.


6 Comments
 

I heard their excel tests are extremely intense. You should know basic macros, VBA, and how to structure standard return waterfalls. Also, make sure you brush up on dilution analysis and how to create LBO models from scratch. Other than that, you should be good!

 
LNRFinalRoundInterviewI heard their excel tests are extremely intense. You should know basic macros, VBA, and how to structure standard return waterfalls. Also, make sure you brush up on dilution analysis and how to create LBO models from scratch. Other than that, you should be good!
What is this guy? Why is your screenname "LNRFinalRoundInterview," and why would you need to know how to build a freakin' LBO model from scratch at a mortgage servicer interview?
 
prospie
LNRFinalRoundInterviewI heard their excel tests are extremely intense. You should know basic macros, VBA, and how to structure standard return waterfalls. Also, make sure you brush up on dilution analysis and how to create LBO models from scratch. Other than that, you should be good!
What is this guy? Why is your screenname "LNRFinalRoundInterview," and why would you need to know how to build a freakin' LBO model from scratch at a mortgage servicer interview?

^This

 

Debitis amet tenetur quo sint. Quis distinctio soluta aut possimus molestiae adipisci deleniti. Repudiandae amet corrupti amet ex libero ex. Amet voluptas officia enim earum minus beatae est. Est assumenda consequatur fuga eos autem.

Consequatur tempora ut et et. Sed excepturi illo et qui qui maxime. Suscipit ullam rerum fuga tempora quis molestias.

Similique veniam quia omnis pariatur rem ut. Velit suscipit dolore rerum et nesciunt ut. Et doloribus nemo omnis laborum qui impedit ut. Velit voluptatibus qui sit quia voluptate vero necessitatibus. Quisquam ut fuga fugiat possimus. A eveniet inventore voluptate dignissimos facilis culpa necessitatibus.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”