Associate, Production Analytical Support

Orix Corporation USA; East Rutherford (NJ); Sur place; USD 90 000 - 115 000; Plein temps

Avantages offerts par ce poste

Health Insurance

retirement benefits

Cash bonuses

Résumé du poste

Lument, the real estate capital platform of ORIX USA, seeks an Associate to support a high‑volume financing pipeline. You will perform loan analysis, build Excel models, and prepare lender submissions, working closely with borrowers and third‑party providers to ensure accurate due diligence and timely deal flow.

The role requires a Bachelor's degree and 1–2 years of related experience, with a hybrid or on‑site work model in the NY/NJ area and a competitive compensation package.

Qualifications

• Bachelor’s degree from an accredited college or university required.
• 1–2 years of experience in real estate related financial analysis preferred.
• Proficiency in Microsoft Office with emphasis on Excel.

Responsabilités

• Perform loan analysis and underwriting.
• Prepare and review lender submission packages.
• Coordinate engagement with third‑party report providers and due diligence.
• Interacts with borrowers and vendors to support underwriter analysis.
• Assist Closing with document preparation for loan commitments and closings.

Connaissances

Excel models

Capital markets analysis

Real estate analysis

Formation

Bachelor's degree

Outils

Microsoft Excel

Description du poste

Company Overview

Lument provides comprehensive capital solutions for multifamily, affordable, MHC, and commercial real estate. This includes a full suite of financing and strategic solutions such as investment banking, mortgage banking, private equity, a variety of direct balance sheet lending options, investment sales, and mergers and acquisitions.

We are seeking an Associate to work side-by-side with a seasoned professional on a substantial volume of financing opportunities. The Associate will be an integral part of the team, responsible for a wide variety of analysis related to new and existing investments.

Essential Duties & Responsibilities

• Perform loan analysis and underwriting, but not limited to:
• Proficiency in excel models and capital markets analysis
• Direct all facets of analysis prior to taking a deal to market
• Prepare and review lender submission packages for deal placement
• Provides credible recommendations to supervisor based on market research and analysis
• Be the primary lead for internal deal coordination to include, but not limited to:
• Engagement and coordination of third-party report providers
• Creation and collection of due diligence needs list
• Primary reviewer of application due diligence for completeness and accuracy
• Administrative transaction organization (expense tracking, deal folder completeness, credit report ordering)
• Creation of complete and deficiency free submissions to prospective lenders
• Have extensive interaction with borrowers and third-party vendors to process and provide analytical support to the underwriter for loan applications
• Communicate clearly with borrowers, third party providers, originators, underwriters and others to facilitate transaction flow
• It is expected that the team member develops the knowledge and skills necessary to prepare credit request presentations
• Assist Closing department in the preparation of documents required for loan commitments and closings
• Become fully versed in all applicable commercial real estate underwriting and processing guidelines
• Become fully versed in and apply a thorough knowledge of LUMENT CM policies, processes and procedures
• Work professionally and harmoniously with team and coworkers
• Position may require travel on a minimal basis
• Other projects and duties as assigned

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience Required

• Bachelor’s degree from an accredited college or university required
• 1-2 years of experience in real estate related financial analysis for a lending institution, brokerage firm or investment firm preferred
• Proficiency in Microsoft Office (with emphasis on Microsoft Excel)
• Demonstration of a strong work ethic, ambition, teamwork, creativity and sound ethical conduct
• Flexibility and ability to work under pressure with tight deadlines; Ability to adjust priorities in a changing environment
• Excellent organizational, communication, presentation, and interpersonal skills
• Ability and desire to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
• Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, punctuation) including a strong aptitude for accuracy and detail
• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
• Highest degree of integrity and professionalism
• Ability to synthesize large amounts of information into clearly articulated credit and business recommendations both verbally and in writing
• Initiative and strong sense of personal motivation as well as responsibility

Compensation and Benefits

Annual base salary gross: $90,000 - $115,000 (NJ and NY only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees.

Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

Equal Opportunity

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Company Profile

ORIX Real Estate Capital Holdings, LLC, d/b/a Lument, is a subsidiary of ORIX Corporation USA. Lument is a national leader in commercial real estate finance. As the combined organization of legacy industry experts Hunt Real Estate Capital, Lancaster Pollard, and RED Capital Group, Lument delivers a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, and seniors housing and healthcare real estate. Lument is a Fannie Mae DUS®, Freddie Mac Optigo®, FHA, and USDA lender. In addition, Lument offers a suite of proprietary commercial lending, investment banking, and investment management solutions. Lument has approximately 600 employees in over 25 offices across the United States. Securities, investment banking, and advisory services are provided through OREC Securities, LLC, d/b/a Lument Securities. For more information, visit www.lument.com.

Life at ORIX (Duplicate)

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.