Financial Analysis Coordinator

7 days ago


Los Angeles, California, United States LUMENT Full time
Job Summary

We are seeking a highly skilled and detail-oriented Multifamily Mortgage Analyst to join our team at LUMENT. As a key member of our underwriting team, you will be responsible for processing and analytical duties in support of multifamily mortgage financing programs.

Key Responsibilities
  • Assist the Underwriter in the loan underwriting process by requesting, collecting, and managing required documentation.
  • Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target-underwriting dates.
  • Collect, review, and advise the underwriting team regarding receipt and status of all underwriting documentation.
  • Establish and maintain loan files, retaining and organizing loan documentation in appropriate electronic data storage folders.
  • Order and obtain professional reports and verifications from external parties.
  • Input and analyze data.
  • Verify and update property-operating information in underwriting analysis workbooks.
  • Transfer data from reports to underwriting analysis workbooks and narratives.
  • Assist the Underwriter in the preparation and submission of loan committee presentations, including drafting sections of the underwriting narrative as assigned and preparing exhibits.
  • Assist with assembling loan packages and delivering to investors after closing.
  • Process invoices for payment and prepare final accounting.
Requirements
  • Bachelor's degree in Accounting, Finance, Economics, Real Estate, or other related fields from an accredited college/university.
  • 1-2 years of experience.
  • 1-2 years of experience with Fannie Mae and/or Freddie Mac Multifamily loan programs preferred.
  • Basic knowledge of financial statement analysis, general accounting, cash flows, and mortgage interest calculations.
  • Knowledge of real estate finance and/or investment real estate, particularly multifamily.
  • Proficiency in Microsoft Office and relevant systems or software.
  • Excellent organizational, communication, presentation, and interpersonal skills.
  • Ability to plan, organize, and prioritize assignments and to meet critical and established deadlines.
  • Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
  • Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team.
  • Flexibility and ability to work under pressure with tight deadlines and constant interruptions.
Benefits
  • Competitive annual base salary range: $65,000 - $85,000 (CA only).
  • Comprehensive benefits package, including health insurance, accident and life insurance, and retirement benefits.
  • Flexible work arrangements, including a hybrid working model with a 3-day in-office minimum requirement.
  • Opportunities for professional growth and development.


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