Job Description

Position Overview

Our client is seeking an analyst that will support underwriting, transaction management, loan closing/servicing, and origination efforts across the firm. This role blends financial analysis, operational execution, and borrower/lender coordination. The ideal candidate is detail-oriented, organized, and capable of managing multiple workstreams in a fast-paced entrepreneurial environment.

This role blends transactional execution with client and lender management, offering an opportunity to work closely with the firm's principal, VP of Capital Markets, and lending partners in a growing entrepreneurial environment.

Key Responsibilities

Underwriting & Transaction Support

• Build financial models for acquisition, refinance, bridge, construction, and agency executions
• Prepare lender-ready underwriting packages, operating analyses, and pro formas
• Draft loan request packages, credit memos, and transaction summaries
• Support transaction management through lender processes and closing requirements
• Join calls with lenders, clients, and attorneys to move deals from quote to funding

Closing Support

• Assist in tracking and maintaining closing checklists, conditions, and deliverables
• Coordinate third-party reports and due diligence, tracking timing and deliverables
• Work with clients and lenders to collect closing documentation and financials
• Review closing documentation for accuracy relative to term sheets and commitments
• Maintain accurate loan files and documents

Origination Support

• Conduct preliminary underwriting and loan sizing for new opportunities
• Prepare pitch materials, quote comparisons, and pursuit memos
• Research market data, rent comps, operating statements, and lender programs
• Support CRM, pipeline reporting, and lender relationship tracking
• Assist with marketing materials, case studies, and deal announcements

Research & Analytics

• Track interest rates, capital markets trends, spreads, and lender activity
• Maintain internal dashboards for lender programs and benchmark terms
• Analyze borrower financial statements, liquidity, and global cash flow
• Conduct market research on supply/demand, demographics, and competitive assets

Qualifications

• Bachelor's degree in Finance, Real Estate, Accounting, Economics, or related field
• 1-3 years of experience in commercial real estate lending, underwriting, appraisal, or financial analysis
• Strong financial modeling and Excel proficiency
• Excellent written and verbal communication skills
• Strong attention to detail and organizational ability
• Familiarity with loan structures, lender programs, and due diligence processes preferre

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