[Hiring] Multifamily Agency Loan Sizing Analyst @Zions Bancorporation

Role Description

The Multifamily Agency Loan Sizing Analyst will support senior originators in the evaluation and execution of multifamily transactions, playing a key role in both deal screening and transaction management. This role offers direct exposure to deal flow and client interaction, along with the opportunity to develop a strong foundation in agency lending, credit analysis, and capital markets execution.

Key Responsibilities

• Deal Screening & Underwriting Support
  • Analyze prospective lending opportunities and prepare initial underwriting assessments for multifamily transactions.
  • Build and maintain financial models using property operating statements, rent rolls, and market data.
  • Assist in sizing and structuring loans across Fannie Mae and Freddie Mac.
  • Prepare concise screening summaries and deal memoranda to support internal decision-making and agency engagement.
  • Conduct research on markets, submarkets, and borrowers to support transaction evaluation.
• Transaction Execution
  • Support the end-to-end execution process, from deal intake through closing.
  • Assist in drafting loan applications, indicative terms, and client deliverables.
  • Coordinate with underwriting teams and third-party vendors to facilitate due diligence, including appraisals, engineering, and environmental reports.
  • Interface with borrowers to collect required information and maintain transaction momentum.
  • Review agency quotes and assist in evaluating optimal execution strategies.
• Capital Markets & Business Development Support
  • Support originators in client communications, meetings, and presentations.
  • Track pipeline activity and maintain refinancing and business development opportunities.
  • Contribute to marketing materials and strategic outreach initiatives.
• Cross-Functional Coordination
  • Work closely with Underwriting and Closing teams to ensure consistency and efficiency throughout the transaction lifecycle.
  • Help identify and resolve execution challenges, supporting timely and successful closings.
  • Maintain organized transaction records and pipeline reporting.

Qualifications

• Bachelor’s degree in finance, real estate, economics, or a related field.
• 2+ years of experience in commercial real estate, investment banking, or a related analytical role.
• Exposure to multifamily underwriting or agency lending is preferred.

Core Competencies

• Strong financial analysis skills, including the ability to interpret operating performance and build cash flow models.
• Familiarity with multifamily lending structures and capital sources, particularly Fannie Mae and Freddie Mac programs.
• Ability to manage multiple priorities in a fast-paced, transaction-oriented environment.
• Clear and professional communication skills, both written and verbal.
• Attention to detail and commitment to producing accurate, high-quality work product.
• Collaborative mindset with a willingness to learn, take ownership, and contribute to team success.
• Interest in developing a long-term career in multifamily lending and capital markets.

Location

This role can be located anywhere in the U.S.

Pay Range

Depending upon relatable skills and experience: $85,000 - $125,000

Benefits

• Medical, Dental, and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
• 401(k) plan with company match and Profit Sharing.
• Mental health benefits, including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.