Associate, Production Analytical Support

Lument; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a talented Analyst to join their dynamic team. In this role, you will work closely with experienced professionals on a variety of transactions, gaining hands-on experience in the loan origination and underwriting processes. Your responsibilities will include analyzing and documenting multifamily transactions, collaborating with various stakeholders, and providing superior analytical support. This position offers an excellent opportunity to develop your skills in a fast-paced environment while contributing to impactful projects. If you're ready to take your career to the next level, this role is perfect for you!

Qualifications

• Bachelor's degree required; 3-5 years of experience in a similar role.
• Strong analytical skills and proficiency in Microsoft Office Suite.

Responsibilities

• Analyze, structure, and document multifamily transactions.
• Coordinate transaction structuring and closing with stakeholders.
• Provide analytical support to originators on loan transactions.

Skills

Problem-solving skills

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Purpose and Job Summary:
Reporting to specific originators, under overall direction of Managing Director, the Analyst will work side-by-side with seasoned professionals on a substantial volume of transactions. The Analyst will work on live transactions as they move from origination to closing and interact with a wide range of industry participants.

Essential Duties and Responsibilities:

1. Become fully versed in all applicable Fannie Mae, Freddie Mac, and LUMENT Lending programs and credit requirements, and adhere to established policies and procedures. In this role, emphasis is on the Freddie Mac SBL and Fannie Mae Small loan programs.
2. Possess and apply a thorough knowledge of LUMENT programs, requirements, policies and procedures, which must include an understanding of LUMENT and other mortgage and finance programs offered by the firm.
3. Demonstrate a thorough understanding of the flow of the loan origination and underwriting processes for LUMENT's various lending programs.
4. Assume responsibility for all aspects of analyzing, structuring and documenting tax-exempt and taxable multifamily transactions and assist in closing such transactions.
5. Coordinate all aspects of transaction structuring and closing, including numeric analysis, credit enhancement, ratings, quotes, investment agreements, document preparation, issuer interface, and closing logistics, while collaborating and communicating with other stakeholders.
6. Offer support to underwriters as necessary to help facilitate the due diligence process in order to efficiently move loans through to Credit Committee in a timely manner.
7. Provide superior analytical support and reporting to assigned originators on a wide variety and high volume of loan transactions and assignments.
8. Prepare Loan Proposals, Loan Applications, Engagement Letters, Loan Commitments, and other client deliverables as needed.
9. Prepare Transaction Summaries, Quote Requests, Concept Packages, and other credit deliverables for LUMENT, Fannie Mae, Freddie Mac, and FHA as needed.
10. Provide professional, timely interaction to internal customers, as well as external borrowers, investors and other third parties.
11. Ensure that proper notification, communication and coordination on transactions have occurred with legal and compliance personnel.
12. Position may require light travel for meetings, conferences, site visits, and other company business.
13. All other duties as assigned.

Education, Skills and Experience:

• Bachelor’s degree from an accredited college or university required.
• Minimum of 3-5 years’ experience in a similar role.
• Prior experience related to production analysis and support is a plus.
• Strong problem-solving skills with an ability to handle moderately complex issues with precision.
• Demonstrated ability to independently solve problems.
• Strong knowledge of various analytical tools and methodologies.
• Broad understanding of the organization's functions and processes.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.