Demo

Agency Associate

Bellwether Enterprise
Dallas, TX Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 4/28/2025

Summary :

This position supports mortgage bankers responsible for originating Fannie Mae and Freddie Mac affordable and workforce multifamily housing transactions. This position will provide the foundation necessary to succeed in mortgage banking and will provide exposure to a variety of career paths and opportunities within the growing BWE platform.

Major Responsibilities :

  • Conduct the preliminary screening and structuring of Agency lending opportunities.
  • Review materials provided by clients and ensure needed information for preliminary loan analysis is received.
  • Assess the strengths and weaknesses of a transaction.
  • Review and analyze deal and borrower information to determine the best execution to suit a client's financing needs.
  • Stay current with Fannie Mae DUS and Freddie Mac Optigo guidelines and programs.
  • Prepare preliminary loan packages for presentation and submission to the BWE credit committee and to the Agencies, as required. Submit to the Senior Associate or Team Lead for review.
  • Participate in the transition of loans from application into underwriting.
  • Develop and maintain internal and external relationships to ensure a timely and efficient loan submission process.
  • Special projects as needed.

Minimum Requirements :

  • Bachelor's Degree required.
  • Computer literacy and a strong working knowledge of Microsoft Excel (including complex financial models), Word, PowerPoint, and Adobe Acrobat.
  • Ability to operate effectively in a team environment as well as able to work independently.
  • Ability to meet deadlines and work in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Highly attentive to detail and accuracy.
  • Ability to multitask and understanding what to prioritize will set the candidate apart from others.
  • Commercial real estate experience is beneficial.
  • Experience in affordable multifamily property financial analysis (cash flow modeling, market, property, and borrower analysis) is beneficial.
  • Experience in analyzing regulatory agreements is beneficial.
  • Experience with Fannie Mae DUS and Freddie Mac Optigo is beneficial.
  • We encourage you to explore the career opportunities we have available here at BWE!

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