Assistant Mortgage Finance Officer

3 days ago


New York, New York, United States Community Preservation Corporation Full time
About the Role

This full-time, hybrid role involves assisting mortgage officers by providing due diligence support for loan origination, closing, and conversion. You will ensure all necessary loan documents are accurate and delivered to the Portfolio Services department in a timely manner. Your responsibilities will include ordering third-party reports, processing invoices for payment, and reporting on the status of loans for closing or conversion readiness.

You will prepare closing packages, order and review third-party reports, maintain loan closing checklists, collect project-related documents, and participate in conference calls. You will also review loan applications, perform market research, prepare term sheets, and commit letters in cooperation with mortgage officers. Additionally, you will maintain the loan closing tracking system and oversee scanning project-related documents to the document management system.

This role requires strong analytical skills, commercial real estate loan processing knowledge, and proficiency in Microsoft Word, Excel, and PowerPoint. You should have excellent communication and customer service skills, be proactive and self-motivated, and able to multi-task and prioritize responsibilities.



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