Production Analyst

BWE; Town of Charlotte (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

BWE is seeking a junior professional to support mortgage bankers in originating loans with agencies, FHA, LifeCo, CMBS, banks, and debt funds.

The role focuses on assisting originators, reviewing borrower materials, and helping with preliminary loan analysis and submissions to lenders and investors. Strong analytical, communication, and MS Office skills are essential.

Qualifications

• 0–2 years of experience in a commercial real estate mortgage loan production office or equivalent
• Bachelor’s Degree in Real Estate, Finance or equivalent education and related training
• Strong analytical skills
• Strong communication skills
• Strong Excel and modeling skills preferred
• Strong attention to detail
• Ability to organize and prioritize work
• Demonstrated ability to meet deadlines
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Responsibilities

• Assist Originators with viable loan executions and financing alternatives.
• Review materials provided by borrowers and help ensure needed information for preliminary loan analysis is received.
• Handle the preliminary screening, underwriting analysis, and structuring of lending opportunities with our various capital providers.
• Prepare preliminary loan packages, presentations, and submission to lenders and investors.
• Assess the strengths and weaknesses of transactions including market analysis and review comparable properties.
• Complete forms for pre-application and firm application packages.
• Assist with maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry.
• Develop and maintain internal and external relationships to ensure a timely and efficient loan submission process.
• Provide market research data for loan opportunities and assist with lead generation efforts using various third-party data sources.

Skills

Analytical skills

Communication skills

Attention to detail

Organization & prioritization

Meeting deadlines

MS Office

Education

Bachelor’s Degree in Real Estate, Finance or equivalent education

Tools

Microsoft Office

Job description

Summary:

This position supports mortgage bankers responsible for originating loans with our various capital providers including Agency, FHA, LifeCo, CMBS, Banks, and Debt Funds.

Major Responsibilities:

Assist Originators with the following activities:

• Assist in determining viable loan executions and financing alternatives for customers.
• Review materials provided by borrowers and help ensure needed information for preliminary loan analysis is received.
• Handle the preliminary screening, underwriting analysis, and structuring of lending opportunities with our various capital providers.
• Prepare preliminary loan packages, presentations, and submission to lenders and investors.
• Assess the strengths and weaknesses of transactions including market analysis and review comparable properties.
• Complete forms for pre-application and firm application packages.
• Assist with maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry.
• Develop and maintain internal and external relationships to ensure a timely and efficient loan submission process.
• Provide market research data for loan opportunities and assist with lead generation efforts using various third-party data sources.

Minimum Requirements:

(experience, education, ksa)

• 0 - 2 years of experience in a commercial real estate mortgage loan production office or equivalent
• Bachelor’s Degree in Real Estate, Finance or equivalent education and related training
• Strong analytical skills
• Strong communication skills
• Strong excel and modeling skills preferred
• Strong attention to detail
• Ability to organize and prioritize work
• Demonstrated ability to meet deadlines
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Please note, BWE will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.