Job Description:
• Review, underwrite, negotiate, and recommend new loan originations and refinances within established guidelines
• Analyze borrower and tenant financials, organizational structures, and third-party reports
• Prepare underwriting spreadsheets, commitment letters, and documentation for extensions, assumptions, modifications, and other loan actions
• Support communication and workflow between underwriting, investor relations, closing, and servicing teams
• Develop and maintain portfolio reports, models, and market research to support mortgage investment decisions
• Conduct property site inspections and provide analytical support to the investment division
Requirements:
• Bachelor's degree in real estate, finance, accounting, or a related field
• 2+ years of experience in commercial mortgage lending, real estate investment, or a related field
• Working knowledge of commercial mortgage lending practices, legal documentation, and real estate valuation concepts
• Proficiency with financial analysis, underwriting techniques, and spreadsheet software
• Ability to manage competing priorities with strong attention to detail and accuracy
• Ability to interpret and present financial and underwriting information clearly
• Experience with mortgage loan databases or investment analysis software
• Familiarity with real estate market research and portfolio reporting
Benefits:
• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools