Input and model multifamily property data and prepare Narrative Packages for Fannie Mae, Freddie Mac, and other capital sources
Upload and manage quote packages within DUS Gateway and Freddie Mac OUS systems
Track and organize all quotes presented to clients, including maintaining a comprehensive debt matrix
Assist the production team in tracking deals throughout underwriting
Prepare Transition Memos for all deals upon execution of a signed application
Participate in kick-off meetings with producers, underwriters, and closers for loans under application
Serve as a liaison between production, underwriting, and closing teams throughout the transaction lifecycle
Maintain, manage, and update the team pipeline report
Ensure deal information in Salesforce is accurate and reflects current deal status, including completing lost-deal reporting
Mine client SREOs for potential refinance opportunities
Support marketing efforts, including drafting press releases, creating deal tombstones, and coordinating with W&D Marketing on client events
Interface with clients, mortgage brokers, lenders, and other transaction participants
Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, sometimes in conjunction with travel
Travel as required for industry events, client meetings, and property inspections or tours
Perform other duties as assigned

Bachelor’s degree or equivalent work experience
1+ year of experience in accounting, finance, or a related field preferred
Knowledge of commercial real estate finance preferred
Proficiency with Salesforce, Box, and Microsoft Office
Strong analytical skills with the ability to evaluate data and make decisions using incomplete or imperfect information
Excellent written and verbal communication skills
Strong time management skills and attention to detail
Ability to show ownership of your work, embrace challenges and growth opportunities, and demonstrate patience when learning new processes
Demonstrates courtesy, respect, and thoughtfulness when teaming with colleagues and collaborating with stakeholders

Up to 83% subsidized medical payroll deductions
Competitive dental and vision benefits
401(k) + match
Pre-tax transit and commuting benefits
A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
Paid maternity and parental leave, as well as other family paid leave programs
Company-paid life, short and long-term disability insurance
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching

Production Analyst

Key skills