Salary
💰 $90,000 - $100,000 per year
About the role
- Input and model multifamily data for Fannie Mae and Freddie Mac loan sizers
- Present clients with due diligence checklist and related forms
- Assist in organizing all marketing efforts, including writing press releases and creating deal tombstones
- Coordinate with W&D marketing for client events
- Track and update pipeline reports and input notes in Salesforce
- Keep up and track all quotes and present to clients in a debt matrix
- Create Agency and capital markets submission packages
- Mine data from underwriting packages to find potential equity sources
- Monitor maturing deals and proactively reach out to clients with upcoming maturities
- Track deals during underwriting and provide weekly status reports to clients
- Participate in weekly Production Meetings and Kick-Off meetings
- Serve as liaison between production, underwriting, closing, and the GSEs
- Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders
- Travel as needed and perform other duties as assigned
- Attendance generally required 8:30 am – 5:30 pm local time Tuesday through Thursday, with option to work remotely on Mondays and Fridays
Requirements
- Bachelor’s degree (prefer finance and/or real estate concentration)
- 4+ years financial analyst experience with commercial real estate owner, broker, appraiser, or financial institution
- Multifamily agency experience a plus
- Proficient in MS Word, Sales Force and SharePoint
- 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 and work productively in time sensitive situations
- Good concept of financial analysis of income producing real estate
- General understanding of all major commercial real estate product types
- Ability to show ownership of your work and demonstrate patience when learning new processes
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingdata miningfinancial analysismultifamily data modelingpipeline reportingdebt matrix creationsubmission package creationunderwriting package analysisstatus reporting
Soft skills
communicationproblem-solvingorganizational skillsattention to detailtime managementteam collaborationownershippatienceadaptability
Certifications
Bachelor’s degree in financeBachelor’s degree in real estate