Transaction Analyst

2 weeks ago

Milwaukee, United States PACE Equity Full time

Overview

**What's the Role**:
The Transaction Analyst works closely with the originations team leadership to support the business development functions of PACE Equity. They will review new term sheet proposals, onboard new Market Leader/Managing Directors and support the team. This is an ideal role for recent college graduates who are seeking a career in commercial real estate finance and/or sustainable finance.

**Key Responsibilities Include**:

- Reviewing term sheets to ensure they meet PACE Equity and CPACE program criteria & requirements.
- Learning and communicating CPACE program requirements across the country. Assist team leadership in updating internal guidelines and relationship management with program administrators. Work with administrators on initial questions as you build a fluency in technical specifications.
- Leading the process for onboarding new sales team members. This includes setting up technology, connecting them to the PACE Equity platform and putting together welcome kits. Plan & execute new hire orientations and company events.
- Assist Market Leaders with technology issues in Salesforce and Microsoft Office 365.
- Input and analyze data for sales team leadership.
- Manage day-to-day Salesforce administration needs such as setting up new users, assist with minor user issues and guiding new users.
- Other miscellaneous duties to support sales team leadership and the Market Leader team.

**Qualifications and Education Requirements**
- A bachelor’s degree in business, finance and/or commercial real estate.
- Prior work experience in a professional setting
- Finance proficiencies that include DSCR, LTV, amortization schedules, etc. are helpful but not required.
- Strength in technology, especially the Microsoft Office suite and file sharing software.
- Self-starter who is detail orientated and can work independently with mínimal supervision.

Pay: From $52,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: Hybrid remote in Milwaukee, WI 53202

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