Lument
Analyst II, Asset Management- Transaction Underwriting
Lument, Columbus, Ohio, United States, 43224
Overview
Analyst II, Asset Management- Transaction Underwriting at Lument. The role supports the Agency (Freddie Mac, Fannie Mae) loan assumption underwriting process with a focus on due diligence collection, financial data analysis and underwriting narrative composition, ensuring adherence to Agency guidelines. Responsibilities
Create due diligence checklists based on proposed Borrower organizational structures Complete underwriting due diligence collection for multiple transactions simultaneously Input data into credit workbooks and assist with Lender proformas, balance sheet and SREO analysis, and liquidity verification Contribute to underwriting narrative composition Deliver due diligence and underwriting materials to various Agency partners, and respond timely to Agency feedback Draft initial loan assumption approval materials with increasing independence over time Communicate directly with multiple Borrowers, counsel and Agency partners daily Participate in training sessions and shadow senior underwriters to build expertise Limited Travel (roughly 5%) Qualifications
Degree in Finance, Real Estate, Economics, Business and/or Accounting Working knowledge of Commercial Real Estate and Credit Risk/Mitigation terminology and practices Proficient in analyzing real estate financials: property operating statements, rent rolls, balance sheets, SREOs Underwriting support experience is necessary for this role Basic knowledge of Agency systems (MAMP, DMS, CRT) Basic knowledge of Agency requirements relevant to loan assumptions Foundational knowledge of Agency loan documents Strong organizational and analytical skills Ability to effectively manage multiple transactions simultaneously Strong ability to effectively communicate with multiple external audiences (Borrowers, counsel, etc.) Preferred
Some independent underwriting experience preferred Salary and Benefits
Annual base salary gross: $65,000 - $85,000 (NY and DC only). The base salary range represents the estimated low and high end of the ORIX USA’s salary for this position. 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 USA’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. Company and Equal Opportunity
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.
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Analyst II, Asset Management- Transaction Underwriting at Lument. The role supports the Agency (Freddie Mac, Fannie Mae) loan assumption underwriting process with a focus on due diligence collection, financial data analysis and underwriting narrative composition, ensuring adherence to Agency guidelines. Responsibilities
Create due diligence checklists based on proposed Borrower organizational structures Complete underwriting due diligence collection for multiple transactions simultaneously Input data into credit workbooks and assist with Lender proformas, balance sheet and SREO analysis, and liquidity verification Contribute to underwriting narrative composition Deliver due diligence and underwriting materials to various Agency partners, and respond timely to Agency feedback Draft initial loan assumption approval materials with increasing independence over time Communicate directly with multiple Borrowers, counsel and Agency partners daily Participate in training sessions and shadow senior underwriters to build expertise Limited Travel (roughly 5%) Qualifications
Degree in Finance, Real Estate, Economics, Business and/or Accounting Working knowledge of Commercial Real Estate and Credit Risk/Mitigation terminology and practices Proficient in analyzing real estate financials: property operating statements, rent rolls, balance sheets, SREOs Underwriting support experience is necessary for this role Basic knowledge of Agency systems (MAMP, DMS, CRT) Basic knowledge of Agency requirements relevant to loan assumptions Foundational knowledge of Agency loan documents Strong organizational and analytical skills Ability to effectively manage multiple transactions simultaneously Strong ability to effectively communicate with multiple external audiences (Borrowers, counsel, etc.) Preferred
Some independent underwriting experience preferred Salary and Benefits
Annual base salary gross: $65,000 - $85,000 (NY and DC only). The base salary range represents the estimated low and high end of the ORIX USA’s salary for this position. 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 USA’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. Company and Equal Opportunity
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.
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