Selby Jennings
Our client is seeking an analyst that will support underwriting, transaction management, loan closing/servicing, and origination efforts across the firm. This role blends financial analysis, operational execution, and borrower/lender coordination. The ideal candidate is detail-oriented, organized, and capable of managing multiple workstreams in a fast-paced entrepreneurial environment.
This role blends transactional execution with client and lender management, offering an opportunity to work closely with the firm's principal, VP of Capital Markets, and lending partners in a growing entrepreneurial environment.
Key Responsibilities Underwriting & Transaction Support
Build financial models for acquisition, refinance, bridge, construction, and agency executions
Prepare lender-ready underwriting packages, operating analyses, and pro forma
Draft loan request packages, credit memos, and transaction summaries
Support transaction management through lender processes and closing requirements
Join calls with lenders, clients, and attorneys to move deals from quote to funding
Closing Support
Assist in tracking and maintaining closing checklists, conditions, and deliverables
Coordinate third-party reports and due diligence, tracking timing and deliverables
Work with clients and lenders to collect closing documentation and financials
Review closing documentation for accuracy relative to term sheets and commitments
Maintain accurate loan files and documents
Origination Support
Conduct preliminary underwriting and loan sizing for new opportunities
Prepare pitch materials, quote comparisons, and pursuit memos
Research market data, rent comps, operating statements, and lender programs
Support CRM, pipeline reporting, and lender relationship tracking
Assist with marketing materials, case studies, and deal announcements
Research & Analytics
Track interest rates, capital markets trends, spreads, and lender activity
Maintain internal dashboards for lender programs and benchmark terms
Analyze borrower financial statements, liquidity, and global cash flow
Conduct market research on supply/demand, demographics, and competitive assets
Qualifications
Bachelor's degree in Finance, Real Estate, Accounting, Economics, or related field
1-3 years of experience in commercial real estate lending, underwriting, appraisal, or financial analysis
Strong financial modeling and Excel proficiency
Excellent written and verbal communication skills
Strong attention to detail and organizational ability
Familiarity with loan structures, lender programs, and due diligence processes preferred
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This role blends transactional execution with client and lender management, offering an opportunity to work closely with the firm's principal, VP of Capital Markets, and lending partners in a growing entrepreneurial environment.
Key Responsibilities Underwriting & Transaction Support
Build financial models for acquisition, refinance, bridge, construction, and agency executions
Prepare lender-ready underwriting packages, operating analyses, and pro forma
Draft loan request packages, credit memos, and transaction summaries
Support transaction management through lender processes and closing requirements
Join calls with lenders, clients, and attorneys to move deals from quote to funding
Closing Support
Assist in tracking and maintaining closing checklists, conditions, and deliverables
Coordinate third-party reports and due diligence, tracking timing and deliverables
Work with clients and lenders to collect closing documentation and financials
Review closing documentation for accuracy relative to term sheets and commitments
Maintain accurate loan files and documents
Origination Support
Conduct preliminary underwriting and loan sizing for new opportunities
Prepare pitch materials, quote comparisons, and pursuit memos
Research market data, rent comps, operating statements, and lender programs
Support CRM, pipeline reporting, and lender relationship tracking
Assist with marketing materials, case studies, and deal announcements
Research & Analytics
Track interest rates, capital markets trends, spreads, and lender activity
Maintain internal dashboards for lender programs and benchmark terms
Analyze borrower financial statements, liquidity, and global cash flow
Conduct market research on supply/demand, demographics, and competitive assets
Qualifications
Bachelor's degree in Finance, Real Estate, Accounting, Economics, or related field
1-3 years of experience in commercial real estate lending, underwriting, appraisal, or financial analysis
Strong financial modeling and Excel proficiency
Excellent written and verbal communication skills
Strong attention to detail and organizational ability
Familiarity with loan structures, lender programs, and due diligence processes preferred
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