- 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.
- Inputs and analyzes 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 package and delivering to Investors after closing.
- Processes invoices for payment and prepares final accounting.
- Work professional and harmoniously with team and coworkers
- Other projects and duties as assigned.
- Bachelor's degree in Finance, Accounting, Real Estate, or Business Administration preferred.
- One to three years of commercial real estate experience required; multifamily strongly preferred.
- Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs is considered a plus, but not required.
- Knowledge of financial statement analysis, general accounting, cash flows, and mortgage interest calculations.
- Knowledge of real estate finance and/or investment real estate, including multifamily, retail, and office.
- 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.
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Higginbotham Insurance Agency Fort Worth, United StatesHigginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for anEmployee BenefitsFinancial Analyst. · Tasks:Evaluates the financial risk of medical & ancillary benefits for clients and pros ...
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Higginbotham Insurance Agency Fort Worth, United StatesHigginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits · Financial Analyst . · Tasks: · Evaluates the financial risk of medical & ancillary benefits for clien ...
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Higginbotham Fort Worth, United StatesHigginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits · Financial Analyst . · Tasks: · Evaluates the financial risk of medical & ancillary benefits for clien ...
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Higginbotham Insurance Agency Fort Worth, United States Full timeHigginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for anEmployee BenefitsFinancial Reporting Analyst. · Tasks:Evaluates the financial risk of medical & ancillary benefits for client ...
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Higginbotham Insurance Agency Fort Worth, United StatesHigginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits · Financial Reporting Analyst . · Tasks: · Evaluates the financial risk of medical & ancillary benefits ...
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Vice President, Underwriter
1 week ago
Welling Young Dallas, United StatesWelling Young, LLC has partnered with a rapidly growing privately held Commercial Insurance Underwriting Program (MGU) based out of Addison, TX. They are seeking an experienced Construction Underwriter to leverage their relationships with retail agents to further build out their ...
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Senior Product Program Management Analyst
2 weeks ago
AAA Missouri Coppell, United States Full timeSenior Product Program Management AnalystWe have an opening for a Senior Product-Program Management Analyst. The Senior Product Analyst will be responsible for the overall development and management of assigned insurance product and programs. This includes monitoring and evaluati ...
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Acquisitions Analyst
1 week ago
VIP Dallas, United StatesJob Description: · We are assisting our Dallas, TX client in their search for an Acquisition Analyst. This role will be responsible for sourcing and underwriting residential real estate. The role will report directly to the head of acquisitions. · Responsibilities:Source and id ...
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Senior Credit Analyst
1 week ago
Fifth Third Dallas, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Senior Credit Analyst is primarily responsible for partnering with Portfolio Man ...
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Client Services Associate
6 days ago
Greystar Worldwide, LLC Dallas, United StatesThe Client Services Associate supports the Managing Director of Client Services for the Central North US. This dual role is an administrative position (complete expense reports, help with the organization of the annual WAM (Women Asset Managers) event) as well as serve as an "ana ...
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The ODA Group Dallas, United StatesOur client, an investment firm started by an industry veteran with a strong history of building and running insurance companies, is looking for a Senior Financal/Business Analyst. This role will provide ad hoc analytics and reporting to a new division the company is starting up. ...
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Senior Credit Analyst
6 days ago
Prosperity Bank and Trust Co Dallas, United States Full timeIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Senior Credit Analyst (Full Time) - Sterling Plaza- Dallas · Full Time · Credit Analyst · Sterling Plaza, Dallas, TX, ...
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Analyst Acquisitions
3 days ago
Discover Multifamily Dallas, United StatesAcquisitions Analyst: Multifamily · Discover Multifamily is seeking an Analyst to support the Acquisitions team in Dallas, TX. We are seeking an entrepreneurial and motivated addition to our growing team. The analyst will be responsible for sourcing and underwriting multifamily d ...
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Vice President, Finance Investments
2 weeks ago
Hillwood Dallas, United StatesHillwood Investment Properties (HIP) Hillwood, a Perot company, is a full-service industrial real estate developer, investor, and advisor, focusing on institutional-grade industrial properties. From acquisitions and joint ventures to development, property management and fund/asse ...
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Vice President, Finance Investments
2 weeks ago
Hillwood Investment Properties Dallas, United StatesCompany Overview: · Hillwood Investment Properties (HIP) Hillwood, a Perot company, is a full-service industrial real estate developer, investor, and advisor, focusing on institutional-grade industrial properties. From acquisitions and joint ventures to development, property man ...
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King's Insurance Staffing Dallas, United StatesCommercial Property Underwriting Consultant | Remote · KING'S INSURANCE STAFFING LLC · posted 05/03/2024 · More... · front runner · Senior Commercial Credit Underwriter · CrossFirst Bank · Dallas, TX 75201 · posted 05/03/2024 · More... · front runner · Executive Contract S ...
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Capital One Financial Corp Dallas, United StatesMay include:Build relationships across function and business to foster collaboration between partner groups. Interact directly with customers to cultivate strong relationships while balancing risk and return Mentor and train rotational analysts and n Underwriting, Manager, Manage ...
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Vice President, Finance Investments
2 weeks ago
Hillwood Investment Properties Dallas, United StatesCompany Overview: · Hillwood Investment Properties (HIP) Hillwood, a Perot company, is a full-service industrial real estate developer, investor, and advisor, focusing on institutional-grade industrial properties. From acquisitions and joint ventures to development, property man ...
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Investment Analyst
3 weeks ago
NorthMarq Dallas, United StatesInvestment Analyst - Commercial Real Estate Finance · At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicin ...
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Capital One Financial Corp Dallas, United StatesSr. Manager- Underwriting and Portfolio Management page is loaded · Sr. Manager- Underwriting and Portfolio Management · Apply · locations · Dallas, TX · Plano, TX · time type · Full time · posted on · Posted 4 Days Ago · job requisition id · R184555 · Plaza Of Americ ...
Analyst, Underwriting - Dallas, United States - ORIX USA
Description
Purpose and Job SummaryThe Analyst, Underwriting - SBL is responsible for processing and analytical duties in support of underwriting multifamily and commercial 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 as well as independently analyze credit and financial information to determine the degree of risk associated with the loan. While working in an independent and reliable manner, teamwork and effective communication will also be necessary for success.
Essential Duties & Responsibilities
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
Analyst, Underwriting professionals in Dallas
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Vincent Dylastra
Associate at Newstream Capital Partners, LLC