3 Analyst, Underwriting Jobs in Boston, MA
ORIX USA, LP is Hiring an Analyst, Underwriting Near Boston, MA
Essential Duties & Responsibilities
- Assists the Underwriter during the loan underwriting process by requesting, collecting, managing required documentation:
- Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target-underwriting dates.
- Collect, review, and advise the underwriting team regarding receipt and status of all underwriting documentation.
- Establish and maintain loan files. Retain and organize loan documentation in appropriate electronic data storage folders.
- Order and obtain professional reports and verifications from external parties.
- Input and analyze data:
- Verify and update property-operating information in the underwriting analysis workbook.
- Upon receipt of borrower/sponsor financial statements, SREO, Underwriting Certificates, credit reports, and investor database credit checks:
- Review and notify Underwriter of any material issues;
- Transfer data from reports to underwriting analysis workbook and narrative.
- Upon receipt of professional reports (e.g. appraisal, engineering, environmental assessment, seismic analysis, zoning, and market reports), transfer data into underwriting analysis workbook and narrative.
- Assists the Underwriter in the preparation and submission of loan committee presentations, including drafting sections of the underwriting narrative as assigned and preparing exhibits.
- Assists with assembling loan packages and delivering to Investors after closing.
- Process invoices for payment and prepare final accounting.
- Work professionally and harmoniously with team and coworkers
- Other projects and duties as assigned
Education, Skills & Experience
- Bachelor’s degree in accounting, Finance, Economics, Real Estate, or other related fields from an accredited college/university.
- Minimum of one to two years of commercial real estate experience required; multifamily strongly preferred.
- Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs preferred.
- Basic knowledge of financial statement analysis, general accounting, cash flows, and mortgage interest calculations.
- Knowledge of real estate finance and/or investment real estate, particularly multifamily.
- Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes.
- Results-driven achiever with exemplary planning and organizational skills, along with a high degree of attention to detail.
- Exceptional listener and communicator who effectively conveys information verbally and in writing.
- Resourceful team player who excels at building trusting relationships with clients and colleagues.
- Applicable knowledge of Microsoft Office suite.
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: ORIX USA
Job Summary
Full Time
Banking
$77k-103k (estimate)
06/23/2024
07/21/2024
orix.com
DALLAS, TX
500 - 1,000
2019
MICHAEL E COUSINS
$50M - $200M
Banking
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About ORIX USA, LP
ORIX Corporation USA (ORIX USA) and our family of companies offer investment capital and asset management services to portfolio companies in the corporate, real estate, municipal finance and energy sectors. Drawing on this broad range of expertise, we deliver customized, flexible solutions across a wide variety of industries. A Focus on Flexible, Forward-Thinking Financial Solutions. We look to not only meet our portfolio companies' immediate financial needs, but also to serve as a long-term partner, working with them through their business growth and changing market dynamics. Built On a Stron...g Foundation. Along with our family of companies, we hold approximately $8.6 billion of assets and an additional $57 billion of assets under management, administration and servicing. Our established financial stability and access to deep resources stems from our parent company - ORIX Corporation. Based in Tokyo, ORIX Corporation is an international financial services company with operations in 38 countries and regions worldwide. ORIX Corporation is listed on the Tokyo (8591) and New York Stock Exchanges (IX).
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The job skills required for Analyst, Underwriting include Underwriting, Analysis, Attention to Detail, Initiative, Microsoft Office, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be an Analyst, Underwriting. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Analyst, Underwriting. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Analyst, Underwriting positions, which can be used as a reference in future career path planning. As an Analyst, Underwriting, it can be promoted into senior positions as a Health Underwriting Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Analyst, Underwriting. You can explore the career advancement for an Analyst, Underwriting below and select your interested title to get hiring information.
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