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Jr Financial Analyst
3 months ago
Position Summary:
We are seeking a motivated and detail-oriented Jr. Analyst to join our Loan Origination team. In this role, you will be responsible for reviewing potential lending opportunities, gathering diligence material from borrowers, and preparing loans for final approval. This position is ideal for someone looking to gain hands-on experience in the real estate private lending industry, with opportunities for growth into a Loan Origination role.
Please note, due to the training nature of this position, this is a 100% in office position.
Key Responsibilities:
Loan Review: Assist the loan origination team in reviewing and analyzing potential lending opportunities, including evaluating borrower qualifications, property details, and financial statements.
Due Diligence: Work closely with borrowers to obtain and organize all required diligence materials, such as property appraisals, title reports, and financial documents, ensuring all information is accurate and complete.
Client Interaction: Serve as a primary point of contact for borrowers during the initial stages of the loan process, providing excellent customer service and ensuring a smooth and efficient experience.
Documentation: Prepare and maintain detailed loan files, ensuring all documentation is properly organized and compliant with company policies and regulatory requirements.
Collaboration: Work collaboratively with the loan origination team and other departments to ensure timely processing and approval of loan applications.
Learning and Development: Participate in ongoing training and professional development opportunities to build your knowledge of the private lending industry and prepare for a future sales role.
Qualifications:
- Bachelor's degree in finance, real estate, business, or a related field preferred.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage multiple tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Prior experience in real estate, lending, or financial services is a plus but not required.
- Must be willing to obtain a California Department of Real Estate Salesperson License within the first six months of employment.
- Must be willing to work 100% in office. Our office is located in Rancho Bernardo, CA.
What We Offer:
- Comprehensive training and mentorship from industry professionals.
- Opportunity for growth into a sales role within the company.
- Competitive salary and benefits package.
- A dynamic and supportive work environment.
Company Overview:
Join TaliMar Financial, a leading private real estate lender specializing in residential and commercial bridge loans. Since 2008, TaliMar Financial has funded over 1,000 loans totaling over $500MM. Since launching our mortgage fund, we have doubled in size and looking to add motivated team members seeking to be involved with a growing organization.
