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Associate – Production Analytical Support
| Company | ORIX |
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| Location | Tampa, FL, USA |
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| Salary | $100000 – $120000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree from an accredited college or university required.
- Minimum of 3-5 years’ experience in a similar role.
- Strong problem-solving skills with an ability to handle moderately complex issues with precision.
- Demonstrated ability to independently solve problems.
- Strong knowledge of various analytical tools and methodologies.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Responsibilities
- Become fully versed in all applicable Fannie Mae, Freddie Mac, and LUMENT Lending programs and credit requirements, and adhere to established policies and procedures.
- Possess and apply a thorough knowledge of LUMENT programs, requirements, policies and procedures, which must include an understanding of LUMENT and other mortgage and finance programs offered by the firm.
- Demonstrate a thorough understanding of the flow of the loan origination and underwriting processes for LUMENT’s various lending programs.
- Assume responsibility for all aspects of analyzing, structuring and documenting tax-exempt and taxable multifamily transactions and assist in closing such transactions.
- Coordinate all aspects of transaction structuring and closing, including numeric analysis, credit enhancement, ratings, quotes, investment agreements, document preparation, issuer interface, and closing logistics, while collaborating and communicating with other stakeholders.
- Offer support to underwriters as necessary to help facilitate the due diligence process in order to efficiently move loans through to Credit Committee in a timely manner.
- Provide superior analytical support and reporting to assigned originators on a wide variety and high volume of loan transactions and assignments.
- Prepare Loan Proposals, Loan Applications, Engagement Letters, Loan Commitments, and other client deliverables as needed.
- Prepare Transaction Summaries, Quote Requests, Concept Packages, and other credit deliverables for LUMENT, Fannie Mae, Freddie Mac, and FHA as needed.
- Provide professional, timely interaction to internal customers, as well as external borrowers, investors and other third parties.
- Ensure that proper notification, communication and coordination on transactions have occurred with legal and compliance personnel.
- Position may require light travel for meetings, conferences, site visits, and other company business.
- All other duties as assigned.
Preferred Qualifications
- Prior experience related to production analysis and support is a plus.
