Jobs
>
Chicago

    Analyst, Underwriting - Chicago, United States - ORIX USA

    Default job background
    Description
    Purpose and Job Summary

    Reporting to a Deputy Chief Underwriter, the Analyst is responsible for processing and analytical duties in support of underwriting multifamily mortgage financing programs. The Analyst must demonstrate attention to detail, strong organizational skills, and analytical ability. The Analyst must take the initiative to drive the document request, collection, and underwriting process. While working in an independent and reliable manner, teamwork and effective communication will also be necessary for success.

    Essential Duties & Responsibilities
    • Assists the Underwriter during the loan underwriting process by requesting, collecting, managing required documentation:
    • Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target-underwriting dates.
    • Collect, review, and advise the underwriting team regarding receipt and status of all underwriting documentation.
    • Establish and maintain loan files. Retain and organize loan documentation in appropriate electronic data storage folders.
    • Order and obtain professional reports and verifications from external parties.
    • Input and analyze data:
    • Verify and update property-operating information in the underwriting analysis workbook.
    • Upon receipt of borrower/sponsor financial statements, SREO, Underwriting Certificates, credit reports, and investor database credit checks:
    • Review and notify Underwriter of any material issues;
    • Transfer data from reports to underwriting analysis workbook and narrative.
    • Upon receipt of professional reports (e.g. appraisal, engineering, environmental assessment, seismic analysis, zoning, and market reports), transfer data into underwriting analysis workbook and narrative.
    • Assists the Underwriter in the preparation and submission of loan committee presentations, including drafting sections of the underwriting narrative as assigned and preparing exhibits.
    • Assists with assembling loan packages and delivering to Investors after closing.
    • Process invoices for payment and prepare final accounting.
    • Work professionally and harmoniously with team and coworkers
    • Other projects and duties as assigned
    Contacts

    This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors.

    Education, Skills & Experience
    • Bachelor's degree in accounting, Finance, Economics, Real Estate, or other related fields from an accredited college/university.
    • Minimum of one to two years of commercial real estate experience required; multifamily strongly preferred.
    • Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs preferred.
    • Basic 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 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.
    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.


  • USI Insurance Services Chicago, United States

    Evans Senior Investments · is an entrepreneurial real estate investment sales firm focused in the Seniors Housing and Skilled Nursing real estate asset classes. As a company, Evans Senior Investments focuses on three core competencies: · ESI provides sell-side advisory brokerage ...


  • Antares Capital Chicago, United States

    Analyst, Credit Underwriting page is loaded · Analyst, Credit Underwriting · Apply · locations · Chicago · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R255 · JOB DESCRIPTION · Reporting to a Client Team Lead in the Chicago or New York o ...


  • Argo AI Chicago, United States

    Responsibilities : · Manage letters of authority including form changes and administration · Maintain SharePoint Underwriting database including document version control, permission control and regular underwriting updates. · Partnerwith stakeholders to ensure an effective PLR ...


  • Argonaut Management Services, Inc Chicago, United States

    Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. · Our flexible workplace is continuous ...


  • Argo Group Chicago, United States

    Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. · Our flexible workplace is continuous ...


  • Argonaut Management Services, Inc Chicago, United States

    Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. · Our flexible workplace is continuous ...


  • Warrior Insurance Network Chicago, United States

    At Warrior Insurance Network, our employees are our biggest asset It is our mission to attract and retain intelligent, motivated, ethical employees who strive for excellence and growth, and to keep those employees happy and engaged. We provide the tools and the support our employ ...


  • Warrior Insurance Network Chicago, United States

    Job Description · Job DescriptionWe are seeking a Personal Lines Underwriting Quality Assurance Analyst to join our growing team · In this role you will be responsible for identifying gaps or needed improvements within underwriting standards, processes, customer service, regulat ...


  • First Chicago Insurance Company (FCIC) Chicago, United States

    Job Description · Job DescriptionAt First Chicago Insurance Company, our employees are our biggest asset It is our mission to attract and retain intelligent, motivated, ethical employees who strive for excellence and growth, and to keep those employees happy and engaged. We provi ...


  • First Chicago Insurance Company Chicago, United States

    At First Chicago Insurance Company, our employees are our biggest asset It is our mission to attract and retain intelligent, motivated, ethical employees who strive for excellence and growth, and to keep those employees happy and engaged. We provide the tools and the support our ...


  • First Chicago Insurance Company Chicago, United States

    Job Description · Job Description · At First Chicago Insurance Company, our employees are our biggest asset It is our mission to attract and retain intelligent, motivated, ethical employees who strive for excellence and growth, and to keep those employees happy and engaged. We ...


  • National Equity Fund Chicago, United States

    **NATIONAL EQUITY FUND, INC.** is a leading non-profit syndicator of Low-Income Housing Tax Credits (LIHTC) with a · mission to create and deliver innovative, collaborative financial solutions to expand the creation and preservation · of affordable housing. We strive to be a dive ...

  • East West Bank

    Portfolio Manager

    5 days ago


    East West Bank Chicago, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • Clear Investment Group

    In House Broker

    1 week ago


    Clear Investment Group Chicago, United States

    **Company Overview** · Clear Investment Group is a boutique real estate investment firm in Chicago specializing in multi-family assets. We are based in Chicago, with portfolios across the Midwest, South, and Northeast. With a focus on acquiring large, distressed asset portfolios, ...

  • Allianz Commercial

    Business Analyst

    1 week ago


    Allianz Commercial Chicago, United States

    **Let's care for tomorrow.** · **Your ambitions. Your dreams. Your tomorrow** · At Allianz Commercial (AzC), we are the global leader for insuring corporate and specialty risks in the Allianz Group. Whether it's aircraft, satellites, the world's biggest ships and tallest building ...

  • IFS

    Credit Analyst

    2 days ago


    IFS Chicago, United States

    **Responsibilities**: · **Responsibilities**: · - Reviewing and analyzing financial statements · - Proactively identifying credit issues or challenges in the underwriting process · - Assigning risk ratings to each customer · - Communicating a credit decision to the Sales team via ...

  • State of Illinois

    Financial Analyst I

    1 week ago


    State of Illinois Chicago, United States

    **Agency**: Governor's Office of Management and Budget · **Closing Date/Time**:04/15/2024 · **Salary**:$5,375 - $6,875 monthly · **Job Type**:Salaried Full Time · **County**:Cook · **Number of Vacancies**:1 · The Governor's Office of Management and Budget is seeking to hire eithe ...


  • BMO US Chicago, United States

    320 S Canal Street Chicago Illinois,60606 · Position is a PM/ Underwriting role, inclusive of current and new customer calling and pitching. As PM, hire would manage 7-10 customers, while also managing the underwriting of new borrowers and helping train younger team members. Posi ...

  • Renovo Financial

    Avp of Credit

    1 week ago


    Renovo Financial Chicago, United States

    Position: AVP; Credit · Position Summary: · Renovo is looking to add an energetic, assertive, enthusiastic, AVP of Credit ("AVP") to become a valuable part of the Company's credit team. The AVP will work closely with credit analysts to review loan opportunities. The AVP will furt ...

  • 2NDGEAR

    Credit Analyst

    2 days ago


    2NDGEAR Chicago, United States

    **Responsibilities**: · - Reviewing and analyzing financial statements · - Proactively identifying credit issues or challenges in the underwriting process · - Assigning risk ratings to each customer · - Communicating a credit decision to the Sales team via Leasewave (internal sys ...