Multifamily Debt Analyst

Role Overview

• Inputting and modeling multifamily data for Fannie Mae and Freddie Mac loan sizers and create Narrative Packages to Fannie Mae and Freddie Mac.
• Assist with Narrative completion including Market Write-ups, Photos & Maps, Sale Comps, and Rent Comps.
• Assist with Underwriting Sizer/Data Input including spreading Rent Rolls, Historical Operating Statements, and Budgets.
• Pull expense comps, CoStar Reports, and Property Tax Bills.
• Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages and loan options.
• Responsible for managing production team’s Salesforce entries for all new and existing loans and clients.
• Assist production team in tracking deals during underwriting.
• Participate in weekly Production Meetings.
• Participate in Kick-Off meetings with producer, underwriter and closer for all loans under application.
• Periodically travel with the Producer and participate in initial property inspections throughout the country.
• Interface with clients, mortgage brokers, lenders and other lending participants.
• Preparation and submission of expense reports for Sr Managing Director.
• Assisting with booking work travel with Avenue Travel for Sr Managing Director.
• Sending out Production Team calendar / meeting invites on behalf of Sr Managing Director and/or Production Team members.
• Drafting/Preparation of periodic (i.e. monthly) pricing, market updates, charts/emails to clients for Sr Managing Director to review/send.
• Assisting Production Team with Client events, coordinating with Marketing Group internal to WD.
• Assisting Production Team with HR coordination for interns periodic throughout the year.
• Other skills related to building a career in Multifamily Finance.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree (prefer finance and/or real estate concentration)
• 1+ years financial analyst experience with commercial real estate owner, broker, appraiser or financial institution preferred
• Multifamily agency experience a plus
• Proficient in MS Office (especially Excel and Word)
• Excellent financial modeling skills including thorough knowledge of MS Excel
• Strong written and oral communication skills
• Detail oriented, organized and accurate
• Ability to handle multiple tasks
• Ability to work productively in time sensitive situations
• Good concept of financial analysis of income producing real estate
• Exhibit good teamwork and cooperation
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.

Benefits

• 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