Job Title
Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution). Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff. Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes.
Essential Job Functions:
- The Sr. Analyst will provide detailed quantitative and qualitative support to the Affordable Housing Mortgage Bankers.
- The position will support the Affordable Housing Mortgage Bankers in all aspects of loan origination, (agency, FHA, and private placement executions).
- The Sr. Analyst will be primarily responsible for modeling, evaluating and underwriting new financing opportunities, by providing financial modeling, and delivering high quality property and market analysis to debt investors.
- Partner with Affordable Housing Mortgage Bankers to pitch various execution options.
- Act as a product specialist across an array of affordable housing products including Fannie Mae, Freddie Mac and Private Placement investors.
- Work with support staff, transaction manager, underwriting and credit in the preparation of preliminary and final loan submissions.
- The Sr. Analyst will be responsible for ordering 3rd party reports, completing compliance requirements, etc. He/She will work directly with the mortgage bankers to assist in securing debt financing for multifamily affordable housing projects and be overseen by the Transaction Manager.
Marginal or Peripheral Functions:
- The Sr. Analyst will provide industry, market, business, and quantitative analysis support.
- This will include performing ad-hoc strategic and financial reporting.
- The Sr. Analyst is expected to have a continuous improvement mindset and would be empowered to recommend efficiencies for change.
- The Sr. Analyst will work on special projects assigned from time to time.
- The position may include doing site inspections when necessary.
Required Qualifications:
- Bachelor's degree required in finance, accounting, business administration, economics, or Real Estate.
- 3+ years of experience in finance, accounting, real estate, investment banking or consulting including Real Estate Finance.
- Demonstrated high proficiency in Excel, Word and PowerPoint, experience with complex spreadsheets.
- Strong quantitative and analytical skills and the ability to interpret financial data from multiple computer systems.
- Solid understanding and experience in the affordable housing industry.
- Ability to synthesize and analyze large amounts of data and communicate relevant findings.
- Demonstrated analytical approach to problem solving with a high attention to detail.
- The ability to work in a fast-paced environment with a sense of urgency to meet deadlines.
- Proactive and goal-oriented, with the ability to work independently.
- Strong organizational skills - ability to manage multiple tasks simultaneously.
- Consultative, service-oriented mindset.
- Outstanding oral communication, written, and presentation skills.
- Substantial organizational skills to recall transactions and their particular nuances quickly and efficiently.
Preferred Qualifications:
- MBA
- Proficiency in business intelligence tools a plus
- Previous working experience in the commercial real estate permanent lending industry specific exp
The Sr. Analyst will be assigned to work at a KeyBank location 4+ days per week.