Key skills
Risk ManagementCommunication
About this role
Role Overview
- Provide analytical, transactional and client support to the affordable multifamily rental housing debt origination team.
- Assist bankers in reviewing and considering newly sourced transactions, including spreading project historical or pro forma operating information using Excel models, analyzing project feasibility, and conducting analyses of borrower’s financial condition.
- Work with bankers to complete term sheets and applications for client review and execution.
- Assist bankers in boarding new transactions and ensuring that all appropriate internal actions are taken.
- Participate in the transaction approval process, including assembling packages for Citi’s risk management review, reviewing credit memos, and assembling the necessary credit approval documentation.
- Work with bankers and clients in the transaction execution process, participating in transaction calls, developing distribution lists and schedules, coordinating, and participating in the project underwriting process with other members of the team.
- Complete necessary internal transaction execution documentation.
- Develop presentation materials as directed to highlight CCC’s business activities and help market its products, as well as in response to requests for proposals.
- Assist bankers with ongoing relationship duties including issues that arise during construction, permanent loan conversions, loan modifications and extensions.
Requirements
- Undergraduate degree with emphasis in real estate, business or economics.
- Experience preferred in real estate lending or multifamily lending (1+ year)
- Strong interpersonal, verbal and written communication skills.
- Demonstrated quantitative analysis and spreadsheet skills.
- Highly organized individual able to manage multiple assignments at once.
- Candidate will be required to pass all relevant FINRA exams and licensing requirements
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays