Senior Analyst

Walker & Dunlop; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical subsidy

Dental & Vision

401(k) match

Transit benefits

Wellness program

Parental leave

Life insurance

HSA/FSA

Job summary

Walker & Dunlop in Houston seeks a Senior Analyst to support originations and execution of multifamily financing transactions with agency partners (Fannie Mae, Freddie Mac). You will perform financial analysis, prepare loan sizing and narrative packages, and help manage underwriting and closing processes.

The role collaborates with producers and internal teams to ensure accurate deal execution, efficient pipeline management, and delivery of financing solutions to multifamily owners and operators.

Qualifications

• Bachelor’s degree in finance and/or real estate preferred.
• 2+ years financial analyst experience with commercial real estate owners, brokers, appraisers or lenders.
• Multifamily agency experience is a plus.
• Proficient in MS Word, Salesforce and SharePoint.

Responsibilities

• Input and model multifamily data and create Narrative Packages for Fannie Mae, Freddie Mac and other capital sources.
• Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages.
• Assist in organizing marketing efforts, including writing press releases and deal tombstones.
• Manage and update pipeline reports and Salesforce entries for loans and clients.
• Mine SREOs for refinance opportunities and track quotes presented in a debt matrix.
• Assist production team in tracking deals during underwriting and conduct property tours as needed.
• Participate in weekly Production Meetings and prepare transition memos on signed applications.
• Serve as liaison between production, underwriting and closing; interface with clients, brokers, lenders.
• Travel to industry events, client meetings and property inspections/tours.

Skills

Financial modeling

Excel

Communication

Time management

Teamwork

Attention to detail

Multitasking

Real estate finance

Education

Bachelor’s degree in finance or real estate

Tools

Salesforce

SharePoint

DUS Gateway

Freddie Mac OUS

Job description

Department Overview

Department: Multifamily - Debt We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. The Multifamily Finance experts work with correspondents, brokers, and directly with borrowers around the nation to originate loans. Multifamily Finance coordinates with Underwriting, Closing, and Asset Management to close new loans and retain existing clients.

The Impact You Will Have

As a Senior Analyst, you will play a key role in supporting the origination and execution of multifamily financing transactions through agency partners including Fannie Mae and Freddie Mac. You will work closely with producers and internal teams to perform financial analysis, prepare loan sizing and narrative packages, and help manage transactions throughout the underwriting and closing process. Your work will help ensure accurate deal execution, efficient pipeline management, and the delivery of financing solutions to multifamily owners and operators.

• Inputting and modeling multifamily data and create Narrative Packages for Fannie Mae, Freddie Mac and other capital sources.
• Work within DUS Gateway and Freddie Mac OUS systems to upload quote packages.
• Assist in organizing all marketing efforts, including writing press releases, create deal ‘tombstones’ and coordinating with W&D marketing for client events.
• Manage, Maintain, and Update our pipeline report
• Responsible for managing production team’s salesforce entries for all new and existing loans and clients
• Mine clients SREO’s for refinance opportunities
• Keep up and track all quotes, which would be presented to clients in a debt matrix
• Assist production team in tracking deals during underwriting
• Conduct property tours as needed
• Participate in weekly Production Meetings
• Complete Lost Deal information in Salesforce
• Prepare Transition Memo on all deals once we have a signed application
• Participate in Kick-Off meetings with producer, underwriter and closer for all loans under application
• Serve as a liaison between production, underwriting and closing as deals are processed
• Interface with clients, mortgage brokers, lenders and other lending participants
• Travel required to some industry events, client meetings and property inspections/tours
• Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
• Other skills related to building a career in Multifamily Finance
• Perform other duties as assigned

Education and Experience

• Bachelor’s degree (prefer finance and/or real estate concentration)
• 2+ years financial analyst experience with commercial real estate owner, broker, appraiser or financial institution
• Multifamily agency experience a plus
• Proficient in MS Word, Salesforce and SharePoint

Knowledge, Skills and Abilities

• Excellent financial modeling skills including thorough knowledge of MS Excel
• Strong written and oral communication skills
• Detail oriented, organized and accurate
• Ability to handle multiple tasks
• Ability to work productively in time sensitive situations
• Good concept of financial analysis of income producing real estate
• Good organization and analytical skills
• Exhibit good teamwork and cooperation
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders

What We Offer

• Up to 83% subsidized medical payroll deductions
• Competitive dental and vision benefits
• 401(k) + match
• Pre-tax transit and commuting benefits
• A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
• Paid maternity and parental leave, as well as other family paid leave programs
• Company-paid life, short and long-term disability insurance
• Health Savings Account and Healthcare and Dependent Care Flexible Spending
• Career development opportunities
• Empowerment and encouragement to give back – volunteer hours and donation matching
• *Eligibility may vary based on average number of hours worked

Equal Employment Opportunity Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Our experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.