Senior Analyst

Walker & Dunlop•Houston, TX

6d•Onsite

About The Position

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. 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.

Requirements

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
Proficient in MS Word, Salesforce and SharePoint
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

Nice To Haves

Multifamily agency experience a plus

Responsibilities

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

Benefits

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