Associate, Production Analytical Support
Lument provides comprehensive capital solutions for multifamily, affordable, MHC, and commercial real estate. This includes a full suite of financing and strategic solutions such as investment banking, mortgage banking, private equity, a variety of direct balance sheet lending options, investment sales, and mergers and acquisitions. We are seeking an Associate to work side-by-side with a seasoned professional on a substantial volume of financing opportunities. The Associate will be an integral part of the team, responsible for a wide variety of analysis related to new and existing investments.Essential Duties & ResponsibilitiesPerform loan analysis and underwriting, but not limited to:Proficiency in excel models and capital markets analysisDirect all facets of analysis prior to taking a deal to market.Prepare and review lender submission packages for deal placement.Provides credible recommendations to supervisor based on market research and analysis.Be the primary lead for internal deal coordination to include, but not limited to:Engagement and coordination of third-party report providersCreation and collection of due diligence needs listPrimary reviewer of application due diligence for completeness and accuracyAdministrative transaction organization (expense tracking, deal folder completeness, credit report ordering)Creation of complete and deficiency free submissions to Prospective LendersHave extensive interaction with borrowers and third-party vendors to process and provide analytical support to the underwriter for loan applicationsCommunicate clearly with borrowers, third party providers, originators, underwriters and others to facilitate transaction flow.It is expected that the team member develops the knowledge and skills necessary to prepare credit request presentations.Assist Closing department in the preparation of documents required for loan commitments and closings.Become fully versed in all applicable Commercial Real Estate underwriting and processing guidelines.Become fully versed in and apply a thorough knowledge of LUMENT CM policies, processes and procedures.Work professionally and harmoniously with team and coworkersPosition may require travel on a minimal basisOther projects and duties as assignedContactsThis 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 visitorsRequiredEducation, Skills & ExperienceBachelor’s degree from an accredited college or university required.1-2 years of experience in real estate related financial analysis for a lending institution, brokerage firm or investment firm preferredProficiency in Microsoft Office (with emphasis on Microsoft Excel)Demonstration of a strong work ethic, ambition, teamwork, creativity and sound ethical conductFlexibility and ability to work under pressure with tight deadlines; Ability to adjust priorities in a changing environmentExcellent organizational, communication, presentation, and interpersonal skillsAbility and desire to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneouslyDemonstrated ability to maintain confidentiality and to use discretion in the performance of daily activitiesProfessional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation) including a strong aptitude for accuracy and detailAbility to learn quickly and demonstrated ability to work independently and as part of a high-performance teamHighest degree of integrity and professionalismAbility to synthesize large amounts of information into clearly articulated credit and business recommendations both verbally and in writingInitiative and strong sense of personal motivation as well as responsibilityAnnual base salary gross: $90,000 - $115,000 (NJ and NY only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.Life at ORIXWe are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.You TimeWe want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.Family CareEvery family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.Flexible Work ArrangementsORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.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.Company: Lument