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Position Summary:

The Senior Analyst is responsible for leading the financial analysis and market research that supports a top producing commercial loan originations team. The Senior Analyst works closely with the originators on the sourcing and structuring of transactions.  The Senior analyst may supervise other analysts.

Primary Responsibilities:

  • Assist loan originators to identify and pursue new business leads, maintain existing client relationships and manage the sales pipeline
  • Conduct detailed economic and demographic research to determine feasibility of transactions
  • Ability to train and to lead development of analysts
  • Assist in the review and analysis of financing proposals and commitments
  • Write, prepare, and assemble Investment Memoranda
  • Analyze new proposed debt requirements and loan scenarios for our clients
  • Manage transactions across several stages from initial identification through final loan closing
  • Develop strong relationships with all internal and external clients
  • Work with interns and analysts to coordinate tasks or delegate projects
  • Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders

Education and Experience: 

  • Bachelor’s degree, ideally in real estate and/or finance
  • 2+ years’ experience, preferably in multifamily mortgage sales or related commercial real estate work
  • Experience with office, retail, and hotel property types a plus
  • CPA, CFA or CCIM a plus

Knowledge, Skills & Abilities:

  • Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus
  • Proficiency in MS Outlook and Word, and ability to learn Salesforce and other company software as needed
  • Proven written and oral communication skills
  • Excellent attention to detail and organizational skills
  • Ability to accurately and productively handle multiple tasks during time sensitive situations
  • 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