Position Overview
Our client is seeking an analyst that will support underwriting, transaction management, loan closing / servicing, and origination efforts across the firm. This role blends financial analysis, operational execution, and borrower / lender coordination. The ideal candidate is detail-oriented, organized, and capable of managing multiple workstreams in a fast-paced entrepreneurial environment.
This role blends transactional execution with client and lender management, offering an opportunity to work closely with the firm's principal, VP of Capital Markets, and lending partners in a growing entrepreneurial environment.
Key Responsibilities
Underwriting & Transaction Support
- Build financial models for acquisition, refinance, bridge, construction, and agency executions
- Prepare lender-ready underwriting packages, operating analyses, and pro formas
- Draft loan request packages, credit memos, and transaction summaries
- Support transaction management through lender processes and closing requirements
- Join calls with lenders, clients, and attorneys to move deals from quote to funding
Closing Support
Assist in tracking and maintaining closing checklists, conditions, and deliverablesCoordinate third-party reports and due diligence, tracking timing and deliverablesWork with clients and lenders to collect closing documentation and financialsReview closing documentation for accuracy relative to term sheets and commitmentsMaintain accurate loan files and documentsOrigination Support
Conduct preliminary underwriting and loan sizing for new opportunitiesPrepare pitch materials, quote comparisons, and pursuit memosResearch market data, rent comps, operating statements, and lender programsSupport CRM, pipeline reporting, and lender relationship trackingAssist with marketing materials, case studies, and deal announcementsResearch & Analytics
Track interest rates, capital markets trends, spreads, and lender activityMaintain internal dashboards for lender programs and benchmark termsAnalyze borrower financial statements, liquidity, and global cash flowConduct market research on supply / demand, demographics, and competitive assetsQualifications
Bachelor's degree in Finance, Real Estate, Accounting, Economics, or related field1-3 years of experience in commercial real estate lending, underwriting, appraisal, or financial analysisStrong financial modeling and Excel proficiencyExcellent written and verbal communication skillsStrong attention to detail and organizational abilityFamiliarity with loan structures, lender programs, and due diligence processes preferre