Coordinate the collection, review, and approval of all required documentation and exhibits for each FHA loan transaction
Meet regularly with internal and external stakeholders to review exhibit status, resolve issues, and escalate concerns as needed
Communicate with borrowers, correspondents, loan officers, underwriters, and third-party vendors to obtain and provide timely information
Conduct file reviews to ensure all application exhibits meet program requirements and support underwriting and third-party needs
Collect and analyze borrower and principal information, including experience, qualifications, credit data, and financial statements
Identify potential credit or financial risks and partner with underwriters to resolve issues
Assist in ordering, tracking, and reviewing third-party reports
Coordinate with third parties to provide required property and transaction information
Manage and reconcile transaction-related accounting and coordinate payment of third-party vendors
Assist in the preparation, assembly, and delivery of complete loan applications to HUD
Maintain accurate HUD-required control files for each transaction
Ensure all deal information in Salesforce, Deal Manager, and Box is current and accurately reflects transaction status, documentation, communications, and outstanding issues
Adhere to established naming conventions and file management protocols
Participate in training and professional development activities
Perform other duties as assigned
Requirements
Bachelor’s degree or equivalent work experience required
1+ years of experience in accounting, finance, or a related field strongly preferred
Knowledge of commercial real estate finance preferred
Understanding of the FHA loan application process, including required documentation and loan exhibits
Familiarity with HUD guidelines, notices, and handbooks, and the ability to research requirements as needed
Strong analytical skills with the ability to evaluate data and draw sound conclusions
Excellent written and verbal communication skills
Strong time management skills and attention to detail
Ability to manage multiple priorities in a deadline-driven environment
Proficiency in Microsoft Word and Excel
Tech Stack
Assembly
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