ORIX Corporation USA
Associate II, Asset Management - Transaction Underwriting
ORIX Corporation USA, Columbus, Ohio, United States, 43224
Overview
Associate II, Asset Management - Transaction Underwriting at ORIX USA. Underwrite Agency (Fannie Mae, Freddie Mac) loan assumptions in a dynamic environment. 2-3 years of underwriting experience preferred; ownership of complex transactions and growth in multifamily real estate finance. Responsibilities
Independently underwrite and submit Agency loan assumptions, including making sound credit recommendations Review due diligence materials for each transaction; analyze and underwrite data, identify underwriting issues and risks Produce well-organized underwriting assignments for multiple transactions with minimal loan committee feedback Critically review, evaluate and approve third-party reports Independently assess credit risk and recommend mitigations Communicate directly with borrowers, counsel and Agency partners daily Maintain confidentiality and discretion in daily activities Demonstrate excellent customer service and interpersonal skills; coordinate across teams and with internal/external clients (Agencies, Borrowers, Closing, Bankers) Work under pressure with tight deadlines and shifting priorities Review Analyst work products pertaining to due diligence, financial data analysis and underwriting narratives Identify efficiencies and implement process improvements Limited travel (~5%) Essential Duties And Responsibilities
Independently underwrite and submit Agency loan assumptions, including sound credit recommendations Review due diligence materials and underwrite data; identify key issues and risks Produce underwriting assignments for multiple transactions with minimal feedback Critically review, evaluate and approve third-party reports Assess credit risk and mitigation independently Communicate with Borrowers, counsel and Agency partners daily Maintain confidentiality and discretion Provide exceptional service and coordinate with internal/external clients Manage under pressure with deadlines and changing priorities Review Analyst work products related to due diligence and financial analysis Implement process improvements Limited Travel (roughly 5%) Education, Skills And Experience
Bachelor’s Degree Required; Finance, Real Estate, Economics, Business and/or Accounting preferred Direct experience with Fannie Mae and/or Freddie Mac multifamily underwriting Ability to work under pressure and adjust to varying workloads Excellent communication and organizational skills Required
Advanced knowledge of Commercial Real Estate and Credit Risk/Mitigation terminology Ability to analyze sponsor creditworthiness and real estate performance; provide concise risks, mitigations, and recommendations to loan committee Independent team player with strong project management and adaptability to priorities Knowledge of Agency systems (MAMP, DMS, CRT) Advanced knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint) Proficient in analyzing real estate financials (operating statements, rent rolls, balance sheets, SREOs) Advanced knowledge of Agency requirements for loan assumptions Strong communication with external audiences (Borrowers, counsel, etc.) Annual base salary gross: $90,000 - $110,000 (NY only). The base salary range represents the low/high end of ORIX USA’s salary for this position. Actual base salaries vary based on qualifications, skills, and proficiency. Other rewards and benefits include bonuses, long-term incentives, health insurance, and retirement benefits. Please visit our Benefits page for more information. Life at ORIX
We offer a competitive benefits package that supports health and well-being, work/life balance, and financial protection. You Time
We support time to recharge with a generous vacation policy, personal holidays, extensive leave options, and holidays. Family Care
Benefits include infertility coverage, adoption support, child and elder care, fully paid maternity, and parental leave. Flexible Work Arrangements
Hybrid model with a 3-day in-office minimum. ORIX USA is an equal opportunity employer (EEO). All applicants receive consideration 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. Company: ORIX USA Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Financial Services, Banking, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at ORIX Corporation USA. Get notified about new Asset Management Specialist roles in Columbus, OH. Additional related roles: Analyst II, Asset Management- Transaction Underwriting; Asset Management Analyst (Sr. – Principal) – GENERATION Regulated Renewables (Columbus, OH / St. Albans, WV); BSA/AML Monitoring & Testing Compliance Analyst; BA with Mainframe and Taxation - Onsite, OH; Federal Tax Manager, Asset Management (Remote option for some locations); Senior Associate, CFO/F&A Technology Business Analyst. We’re unlocking community knowledge with AI-assisted insights.
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Associate II, Asset Management - Transaction Underwriting at ORIX USA. Underwrite Agency (Fannie Mae, Freddie Mac) loan assumptions in a dynamic environment. 2-3 years of underwriting experience preferred; ownership of complex transactions and growth in multifamily real estate finance. Responsibilities
Independently underwrite and submit Agency loan assumptions, including making sound credit recommendations Review due diligence materials for each transaction; analyze and underwrite data, identify underwriting issues and risks Produce well-organized underwriting assignments for multiple transactions with minimal loan committee feedback Critically review, evaluate and approve third-party reports Independently assess credit risk and recommend mitigations Communicate directly with borrowers, counsel and Agency partners daily Maintain confidentiality and discretion in daily activities Demonstrate excellent customer service and interpersonal skills; coordinate across teams and with internal/external clients (Agencies, Borrowers, Closing, Bankers) Work under pressure with tight deadlines and shifting priorities Review Analyst work products pertaining to due diligence, financial data analysis and underwriting narratives Identify efficiencies and implement process improvements Limited travel (~5%) Essential Duties And Responsibilities
Independently underwrite and submit Agency loan assumptions, including sound credit recommendations Review due diligence materials and underwrite data; identify key issues and risks Produce underwriting assignments for multiple transactions with minimal feedback Critically review, evaluate and approve third-party reports Assess credit risk and mitigation independently Communicate with Borrowers, counsel and Agency partners daily Maintain confidentiality and discretion Provide exceptional service and coordinate with internal/external clients Manage under pressure with deadlines and changing priorities Review Analyst work products related to due diligence and financial analysis Implement process improvements Limited Travel (roughly 5%) Education, Skills And Experience
Bachelor’s Degree Required; Finance, Real Estate, Economics, Business and/or Accounting preferred Direct experience with Fannie Mae and/or Freddie Mac multifamily underwriting Ability to work under pressure and adjust to varying workloads Excellent communication and organizational skills Required
Advanced knowledge of Commercial Real Estate and Credit Risk/Mitigation terminology Ability to analyze sponsor creditworthiness and real estate performance; provide concise risks, mitigations, and recommendations to loan committee Independent team player with strong project management and adaptability to priorities Knowledge of Agency systems (MAMP, DMS, CRT) Advanced knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint) Proficient in analyzing real estate financials (operating statements, rent rolls, balance sheets, SREOs) Advanced knowledge of Agency requirements for loan assumptions Strong communication with external audiences (Borrowers, counsel, etc.) Annual base salary gross: $90,000 - $110,000 (NY only). The base salary range represents the low/high end of ORIX USA’s salary for this position. Actual base salaries vary based on qualifications, skills, and proficiency. Other rewards and benefits include bonuses, long-term incentives, health insurance, and retirement benefits. Please visit our Benefits page for more information. Life at ORIX
We offer a competitive benefits package that supports health and well-being, work/life balance, and financial protection. You Time
We support time to recharge with a generous vacation policy, personal holidays, extensive leave options, and holidays. Family Care
Benefits include infertility coverage, adoption support, child and elder care, fully paid maternity, and parental leave. Flexible Work Arrangements
Hybrid model with a 3-day in-office minimum. ORIX USA is an equal opportunity employer (EEO). All applicants receive consideration 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. Company: ORIX USA Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Financial Services, Banking, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at ORIX Corporation USA. Get notified about new Asset Management Specialist roles in Columbus, OH. Additional related roles: Analyst II, Asset Management- Transaction Underwriting; Asset Management Analyst (Sr. – Principal) – GENERATION Regulated Renewables (Columbus, OH / St. Albans, WV); BSA/AML Monitoring & Testing Compliance Analyst; BA with Mainframe and Taxation - Onsite, OH; Federal Tax Manager, Asset Management (Remote option for some locations); Senior Associate, CFO/F&A Technology Business Analyst. We’re unlocking community knowledge with AI-assisted insights.
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