Senior Analyst Affordable Housing

KeyBank; Dallas (TX); Hybrid; USD 71,000 - 125,000; Full time

Benefits offered by this job

Incentive compensation

Flexible in-office/work arrangement

Job summary

KeyBank in Dallas seeks a Sr. Analyst to support Affordable Housing Mortgage Bankers in origination, underwriting and closing of agency, FHA and private placement loans.

You will deliver financial modeling and market analyses, collaborate with underwriting teams, and assist in securing debt financing for multifamily affordable housing projects. Role requires 3+ years in finance/Real Estate and strong Excel skills.

Qualifications

• Degree in finance, accounting, business or Real Estate.
• 3+ years in finance, real estate, investment banking or consulting including Real Estate Finance.
• Proficient with Excel, Word and PowerPoint; strong spreadsheet skills.
• Solid understanding of affordable housing industry.
• Strong analytical and data interpretation skills.
• Ability to work in fast-paced environment and meet deadlines.
• Independent, proactive and well-organized.
• Excellent written and verbal communication.

Responsibilities

• Support loan origination across agency FHA and private placements.
• Model, evaluate and underwrite financing opportunities with high-quality market analysis.
• Partner with bankers to present execution options across affordable housing products.
• Prepare preliminary and final loan submissions with underwriting and credit.
• Order third-party reports and ensure compliance requirements are met.
• Collaborate with staff to secure debt financing for multifamily housing projects.
• Provide industry and market analysis and ad-hoc reporting.
• Support site inspections when required.

Skills

Excel proficiency

Quantitative analysis

Financial modeling

Data synthesis

Communication skills

Independent worker

Time management

Education

Bachelor’s degree in Finance/Accounting/Business/Real Estate

MBA (preferred)

Tools

Excel

PowerPoint

Job description

Location: 8117 Preston Road, Suite 400, Dallas Texas

JOB BRIEF

Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution). Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff. Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes.

Essential Job Functions

• The position will support the Affordable Housing Mortgage Bankers in all aspects of loan origination, (agency, FHA, and private placement executions).
• The Sr. Analyst will be primarily responsible for modeling, evaluating and underwriting new financing opportunities, by providing financial modeling, and delivering high-quality property and market analysis to debt investors.
• Partner with Affordable Housing Mortgage Bankers to pitch various execution options. Act as a product specialist across an array of affordable housing products including Fannie Mae, Freddie Mac and Private Placement investors.
• Work with support staff, transaction manager, underwriting and credit in the preparation of preliminary and final loan submissions.
• The Sr. Analyst will be responsible for ordering 3rd party reports, completing compliance requirements, etc.
• He/She will work directly with the mortgage bankers to assist in securing debt financing for multifamily affordable housing projects and be overseen by the Transaction Manager.

Marginal Or Peripheral Functions

The Sr. Analyst will provide industry, market, business, and quantitative analysis support. This will include performing ad-hoc strategic and financial reporting. The Sr. Analyst is expected to have a continuous improvement mindset and would be empowered to recommend efficiencies for change. The Sr. Analyst will work on special projects assigned from time to time. The position may include doing site inspections when necessary.

Required Qualifications

• Bachelor’s degree required in finance, accounting, business administration, economics, or Real Estate.
• 3+ years of experience in finance, accounting, real estate, investment banking or consulting including Real Estate Finance.
• Demonstrated high proficiency in Excel, Word and PowerPoint, experience with complex spreadsheets.
• Strong quantitative and analytical skills and the ability to interpret financial data from multiple computer systems.
• Solid understanding and experience in the affordable housing industry.
• Ability to synthesize and analyze large amounts of data and communicate relevant findings.
• Demonstrated analytical approach to problem solving with a high attention to detail.
• The ability to work in a fast-paced environment with a sense of urgency to meet deadlines.
• Proactive and goal-oriented, with the ability to work independently.
• Strong organizational skills – ability to manage multiple tasks simultaneously.
• Consultative, service-oriented mindset.
• Outstanding oral communication, written, and presentation skills.
• Substantial organizational skills to recall transactions and their particular nuances quickly and efficiently.
• The Sr. Analyst will be ASSIGNED to work at a KeyBank location 4+ days per week.

Preferred Qualifications

• MBA
• Proficiency in business intelligence tools a plus
• Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA a plus.
• Experience in affordable housing and LIHTC industry a plus

EQUIPMENT USED

Standard office equipment (PC, copier, fax, scanner, financial calculator)

Compensation And Benefits

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date

10/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].