Multifamily Agency Loan Sizing Analyst

Zions Bancorporation•Fort Lauderdale, FL

4h•$85,000 - $125,000•Remote

About The Position

Zions Capital Markets is building a premier multifamily lending platform as a bank-sponsored dual GSE license holder with Fannie Mae and Freddie Mac. Leveraging the strength of Zions Bancorporation’s national footprint and client relationships, the platform is focused on delivering high-quality capital solutions across the agency, balance sheet, and broader capital markets landscape. The Originations team is responsible for sourcing, structuring, and executing multifamily loan opportunities for both agencies. As part of a new platform, the team is focused on driving production growth while maintaining strong credit discipline and execution quality. The Multifamily Agency Loan Sizing Analyst will support senior originators in the evaluation and execution of multifamily transactions, playing a key role in both deal screening and transaction management. This role offers direct exposure to deal flow and client interaction, along with the opportunity to develop a strong foundation in agency lending, credit analysis, and capital markets execution.

Requirements

Bachelor’s degree in finance, real estate, economics, or a related field
2+ years of experience in commercial real estate, investment banking, or a related analytical role
Strong financial analysis skills, including the ability to interpret operating performance and build cash flow models
Familiarity with multifamily lending structures and capital sources, particularly Fannie Mae and Freddie Mac programs
Ability to manage multiple priorities in a fast-paced, transaction-oriented environment
Clear and professional communication skills, both written and verbal
Attention to detail and commitment to producing accurate, high-quality work product
Collaborative mindset with a willingness to learn, take ownership, and contribute to team success
Interest in developing a long-term career in multifamily lending and capital markets

Nice To Haves

Exposure to multifamily underwriting or agency lending is preferred

Responsibilities

Analyze prospective lending opportunities and prepare initial underwriting assessments for multifamily transactions
Build and maintain financial models using property operating statements, rent rolls, and market data
Assist in sizing and structuring loans across Fannie Mae and Freddie Mac
Prepare concise screening summaries and deal memoranda to support internal decision-making and agency engagement
Conduct research on markets, submarkets, and borrowers to support transaction evaluation
Support the end-to-end execution process, from deal intake through closing
Assist in drafting loan applications, indicative terms, and client deliverables
Coordinate with underwriting teams and third-party vendors to facilitate due diligence, including appraisals, engineering, and environmental reports
Interface with borrowers to collect required information and maintain transaction momentum
Review agency quotes and assist in evaluating optimal execution strategies
Support originators in client communications, meetings, and presentations
Track pipeline activity and maintain refinancing and business development opportunities
Contribute to marketing materials and strategic outreach initiatives
Work closely with Underwriting and Closing teams to ensure consistency and efficiency throughout the transaction lifecycle
Help identify and resolve execution challenges, supporting timely and successful closings
Maintain organized transaction records and pipeline reporting