Real Estate Capital Markets Underwriting Analyst

Role Overview

• Maintains a current and comprehensive knowledge of Lending Program Guidelines
• Conducts in-depth review of sponsor/guarantor financials, including balance sheets, income statements, tax returns and real estate schedules to determine ability to support guarantees
• Assists Underwriters in scrubbing and analyzing information from Client for accuracy
• Communicates with sponsors regarding due diligence items required from the borrower/sponsor
• Assists borrowers with agency forms, ensuring they are accurate and complete
• Follows up with internal team and clients to obtain all necessary information and to clarify any financial and/or property specific information
• Tracks orders for appraisals, title reports, environmental reports, legal formation documents, credit reports and any other documents required for processing the loan
• Works with internal and external counsel to deliver loan documents, obtain appropriate signatures, and deliver to escrow for closing
• Assists underwriters with completing required forms, and reviewing and verifying customer due diligence to ensure adherence to all compliance policy
• Completes post-closing funding procedures and deliver closed transactions to Loan Servicing
• Prepares loan status reports and documents as required
• Actively interacts with lending personnel to ensure timely analysis and closing of proposed loans
• Actively interacts with multiple internal and external parties involved in the lending process, including originators, brokers, sponsors, third party report providers, counsel, and credit officers

Requirements

• Bachelor’s degree in Accounting, Finance, Real Estate, or related field OR A high school degree and three (3) years of commercial real estate lending and/or equity investment experience with a bank, brokerage firm, insurance company, pension fund or private equity firm will substitute
• Three (3) years of commercial real estate lending and/or equity investment experience with a bank, brokerage firm, insurance company, pension fund or private equity firm preferred
• Experience in the multifamily asset type Fannie Mae/Freddie Mac experience preferred
• Ability to effectively organize and prioritize
• Ability to work in a fast-paced environment with a positive and optimistic attitude
• Ability to work independently and responsibly
• Advanced proficiency in Excel, Word and PowerPoint
• Excellent attention to detail
• Excellent customer service skills
• Excellent verbal and written communication skills
• Strong analytical skills

Benefits

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program