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Position Summary Reporting to specific originators, under overall direction of Managing Director, the Analyst / Associate will work side-by-side with seasoned professionals on a substantial volume of transactions. The Analyst / Associate will work on live transactions as they move from origination to closing and interact with a wide range of industry participants.
Essential Job Functions
Prepare quote and application packages.
Prepare current and historical income, expense analysis and lease summary/rent roll for each transaction.
Review and analyze loan transaction packages for preliminary qualification.
Assist Originators with prospecting and soliciting new clients and marketing Fannie Mae, Freddie Mac loans.
Provide credible recommendations to supervisors and senior management based on market research and analysis.
Log all transactions in the Proprietary database in a timely manner and ensure it is up to date.
Meet potential Borrowers and inspect properties for requested financing.
Help assemble all required documentation for processing and underwriting on each transaction and assist Originator to manage customer relationship throughout the due diligence process.
Assist underwriters throughout the due diligence process by gathering required property and credit documents and updating the underwriting workbook with rent rolls, portfolio comps and real estate schedules.
Perform other duties and projects as assigned.
Education Bachelor's degree in Computer Science, Finance, Real Estate, Business Administration, or applicable field required.
Experience and Qualifications
0-1 year of experience in real estate related financial analysis for a lending institution, brokerage firm or investment firm. Associate level has a minimum of 2-3 years experience.
Strong computer skills and proficiency with MS Office applications. Advanced excel and financial modeling skills.
Working knowledge of Microsoft Office applications.
Excellent written and verbal communication and presentation skills.
Strong interpersonal skills and ability to develop and maintain relationships both internally and externally.
Ability to work independently while functioning as part of a team.
Other Skills Requires a self-motivated, team player who has strong attention to detail and ability to prioritize in a fast-moving environment with excellent management and business literacy skills. Takes initiative to identify and anticipate project needs and implement action.