Role Description
We're looking for a Senior Analyst, Processing (Agency) who will provide loan processing support for our team. You will work with Underwriting Analysts, Underwriters, and/or Freddie Mac/Fannie Mae and Originations team on setup of loan applications and submission of loan packages. The ideal candidate is highly organized, proactive, and comfortable managing multiple deals with competing deadlines.
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Independently coordinate and manage meetings, property site visits, due diligence activities, and key transaction milestones to support loan originations and underwriting efforts.
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Assist in preparation, review, and submission of CPC applications, underwriting packages, Agency Multifamily loan processing documentation, and related materials, ensuring accuracy, completeness, and compliance with program requirements.
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Serve as a primary point of contact among Underwriters, Analysts, Originators, Agency Multifamily representatives, borrowers, and third-party vendors to drive transactions forward and proactively resolve issues.
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Independently assess documentation requirements for new loan originations and ensure all underwriting package components are collected, reviewed, and submitted within established deadlines.
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Manage and oversee outstanding items lists and due diligence tracking, proactively communicating with borrowers, sponsors, and internal stakeholders to ensure timely delivery of required documentation.
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Maintain, validate, and reconcile information within agency, company, and loan origination systems, ensuring data integrity throughout the transaction lifecycle.
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Partner closely with Underwriters and Originators to ensure complete submissions and the preparation of materials for internal and external approval processes.
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Coordinate the ordering, monitoring, and distribution of third-party reports, ensuring timely delivery and resolution of issues that may impact underwriting or closing timelines.
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Monitor changes to Freddie Mac, Fannie Mae, CPC, and other applicable program requirements and provide recommendations to enhance internal processes and controls.
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Conduct comprehensive reviews of loan files to confirm completeness, identify potential submission concerns, and escalate material issues as appropriate.
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Participate in special projects, process improvement initiatives, training efforts, and other strategic departmental objectives.
Qualifications
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Bachelorโs degree with 5+ years of relevant multifamily real estate finance or loan processing experience preferred.
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Strong analytical, problem-solving, organizational, and multitasking skills.
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Strong knowledge of Freddie Mac, Fannie Mae, affordable housing, and/or conventional multifamily lending programs, including documentation, underwriting, and closing requirements.
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Demonstrated ability to independently manage multiple complex transactions simultaneously while meeting deadlines in a fast-paced environment.
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Ability to work both independently and collaboratively, taking ownership of processes and driving transactions from inception through closing with minimal oversight.
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Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Adobe Acrobat, and loan origination or underwriting systems.
Benefits
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Competitive compensation
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401(k) retirement plans with employer match
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Medical, dental, and vision benefits for employees and their dependents
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Commuter benefits
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PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
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Tuition assistance program
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Two โwork from anywhereโ weeks per year
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Summer Fridays
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Collaborative working spaces
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Service days to support our communities
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Employee development and engagement events