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About the Role

The Associate is responsible for processing and analytical duties in support of underwriting multifamily mortgage financing programs. The role requires attention to detail, strong organizational skills, and analytical ability to independently analyze credit and financial information and determine risk. Teamwork and effective communication are also necessary for success.

Responsibilities

• Assist senior staff and/or Underwriter during the loan underwriting process by requesting, collecting, and managing required due diligence documentation.
• Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target-underwriting dates.
• Collect, review, and advise underwriting team regarding receipt and status of all underwriting documentation.
• Establish and maintain loan files, retaining and organizing loan documentation in appropriate electronic data storage folders.
• Collect and input data into proprietary pipeline management platform.
• Coordinate with the Third Party Manager and the Underwriter on the engagement and receipt of required third party reports.
• Participate in regular calls with borrowers regarding due diligence status, timing updates, and coordination with various external parties.
• Work with Underwriter to collect, input and analyze property data including property operating statements, rent rolls, and third party report information.
• Verify and update property operating information in underwriting analysis workbook.
• Review and notify Underwriter of any material issues upon receipt of due diligence.
• Transfer data from reports to underwriting analysis workbook and narrative.
• Assist with assembling loan package, ensuring quality control, and delivering to Investors after closing.
• Reconcile and approve final loan accounting.
• Work professionally and harmoniously with underwriting team, loan originators, borrowers, and other deal team members.
• Perform other projects and duties as assigned.

Requirements

• 1-3 years of commercial real estate experience required; multifamily strongly preferred.
• Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs preferred.
• High-level knowledge of financial statement analysis, general accounting, cash flows and mortgage interest calculations.
• Knowledge of real estate finance and/or investment real estate, particularly multifamily.
• Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes.
• Results-driven achiever with exemplary planning, multitasking, and organizational skills, along with a high degree of attention to detail.
• Exceptional listener and communicator who effectively conveys information verbally and in writing.
• Resourceful team player who excels at building trusting relationships with clients and colleagues.
• Applicable knowledge of Microsoft Office suite.

Skills

• Attention to detail
• Organizational skills
• Analytical ability
• Financial statement analysis
• General accounting
• Cash flows
• Mortgage interest calculations
• Real estate finance
• Investment real estate
• Multifamily real estate
• Microsoft Office suite

Location

• NY
• CA

Work Type

• Hybrid

Experience Level

• 1-3 years

Education Level

• Bachelor’s degree in Finance, Accounting, Real Estate, or Business Administration preferred.

Salary/Compensations

• $95,000 - $110,000

Benefits

• Cash bonuses
• Long term incentives
• Health insurance
• Accident and life insurance
• Retirement benefits
• Competitive vacation policy
• Floating personal holidays
• Extensive leave options
• Annual observed holidays
• Infertility coverage
• Adoption support
• Child and elder care
• Fully paid maternity leave
• Generous parental leave benefits

About the Company

• ORIX is committed to the health and well-being of its employees and offers a quality, competitive benefits package that provides valuable healthcare and financial protection for its workforce, while emphasizing a healthy work/life balance.

Equal Opportunity

• ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.