Senior Analyst
Walker & Dunlop•Houston, TX
•Onsite
About The Position
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
- Multifamily agency experience a plus
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
