ORIX Corporation USA

Financial Planning and Analysis

• Oversee operational strategy implementation, process optimization, and execution to support revenue growth and client service excellence.
• Ensure the brokerage team operates efficiently, leveraging best practices in transaction management, compliance, marketing, technology, and data analytics.
• Partner closely with senior leadership, brokers, and cross-functional teams to drive scalability, profitability, and innovation within the multifamily investment sales platform.
• Prepare and implement operational strategies to support business objectives and growth targets.
• Translate strategic goals into actionable plans, timelines, and performance metrics to ensure consistent execution across markets and teams.
• Oversee transaction workflow, compliance, and quality control for all multifamily investment sales activities.
• Liaison with finance and leadership to effectuate budgeting, forecasting, and financial performance tracking for the business line.

Director of Operations, Investment Sales

• Lead end-to-end execution of asset-based and structured credit investments, including diligence, financial modeling, term sheet negotiation, and documentation
• Conduct comprehensive credit underwriting across the capital structure, with a focus on complex, collateral-backed investments (e.g., ABL, Term Loans, FILO, DIP, IP-backed, Asset Acquisitions, etc)
• Actively support the buildout of the investment platform, including origination strategy, internal infrastructure, and go-to-market positioning
• Develop and present detailed investment memoranda for internal IC approval and external capital partners
• Interface directly with borrowers, intermediaries, and corporate / sponsor relationships, building long-term connectivity across the market
• Collaborate with internal Hilco valuation, liquidation, and appraisal teams to leverage firmwide insights into asset value recovery and downside protection
• Support ongoing portfolio monitoring and asset management including covenant compliance, amendment processes, and reporting

Vice President, Investments – Growth

• Drive supporting engine of asset-based and structured credit investments, including diligence, financial modeling, and documentation
• Execute comprehensive credit underwriting across the capital structure, with a focus on complex, collateral-backed investments (e.g., ABL, FILO, DIP, IP-backed, Asset Acquisitions, etc)
• Actively support the buildout of the investment platform, including origination strategy, internal infrastructure, and go-to-market positioning
• Develop detailed investment memoranda for internal IC approval and external capital partners
• Support the team with borrowers, intermediaries, and corporate / sponsor relationships, building long-term connectivity across the market
• Collaborate with internal Hilco valuation, liquidation, and appraisal teams to leverage firmwide insights into asset value recovery and downside protection
• Support ongoing portfolio monitoring and asset management including covenant compliance, amendment processes, and reporting
• Track deal pipeline and work with the operations team to ensure deals are properly booked into internal position and risk reporting systems

Associate – Investment Acquisitions

Manager

• Provide outstanding service to internal and external clients
• Aid in the administration of Freddie Mac loans
• Monitor physical condition of property collateral by reviewing or conducting property inspections
• Collect, review and analyze property financial operations by the specified due date
• Identify underperforming and potentially troubled assets
• Prepare credit watch list rating write ups for executive review and approval
• Review documents from closing to perform loan set up of new or converted loans
• Manage ongoing compliance with loan document covenants
• Make collection calls on loans where payments are not received
• Participate in problem loan discussions
• Assist in tax, insurance, UCC, inspection, and financial certifications to the Investor
• Cross-train in all areas of department

Asset Manager

• Responsible for a portfolio of loans to ensure insurance obligations are maintained
• Analyze property, liability, and regional perils to mitigate coverage limits
• Communicate with Borrower and Agent to bind adequate coverage
• Review insurance policy renewal information from borrowers/agents for compliance
• Remediate non-compliant insurance issues through correspondence
• Respond to inquiries from internal and external customers
• Monitor reports and deadlines to ensure work is completed on time
• Utilize Servicing System and software applications for insurance reviews

Associate, Asset Tax & Insurance

Insurance

• Responsible for a portfolio of loans to ensure the insurance obligations are maintained by analyzing property, liability, and regional perils
• Review insurance policy renewal information from borrowers and/or agents prior to the due date to ensure policy compliance with loan documents/investor and lender requirements
• Remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower
• Respond timely to inquiries from internal and external customers, ensuring proper notification, escalation, communication, and coordination occurs with management
• Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager or team lead
• Utilize the Servicing System and other software applications to facilitate insurance reviews
• Stay abreast of regulatory requirements relative to the various product types and ensure team members are aware of any internal or external policy or regulatory changes

Director of Operations, Investment Sales

Vice President, Investments – Growth

Associate – Investment Acquisitions

Asset Manager

Associate, Asset Tax & Insurance

Insurance Associate