Analyze property-level financial statements, rent rolls, and borrower information to support credit and underwriting assessments.
Maintain accurate loan pipeline data, track transaction progress, and coordinate deliverables across production, underwriting, and closing teams.
Prepare preliminary underwriting models, deal summaries, and internal approval materials.
Assist originators and underwriting teams in preparing loan quotes, sizing analyses, and application packages for Fannie Mae and Freddie Mac transactions.
Communicate effectively with internal stakeholders and external counterparties to ensure timely and accurate deal execution.
Requirements
excel
financial modeling
mortgage banking
bachelor’s
team-oriented
detail-oriented
Ability to thrive in a team-oriented, deadline-driven environment.
Excellent written and verbal communication skills.
Strong analytical and financial modeling skills, with advanced proficiency in Microsoft Excel.
1–3 years of experience in multifamily mortgage banking or agency lending (Fannie Mae / Freddie Mac) preferred.
Bachelor’s degree in finance, economics, real estate, or a related field required.
Exceptional attention to detail, organizational ability, and multitasking capability.
Originating over 12 billion dollars in loans in 2024.
Rank #1 HUD Lender
Market Leadership
Top HUD multifamily and healthcare lender nationwide.
$1.1B Deal Acquired
Conduit Transaction
Acquired a primary B-piece in a significant multifamily conduit transaction.
Exceeding $100B Servicing
Servicing Portfolio
Manages a servicing portfolio over 100 billion dollars.
Founded in 1988, it began by rescuing troubled FHA loans and evolved into a full‑spectrum capital provider.
Over the decades it expanded from HUD to Fannie Mae, Freddie Mac, CMBS, bridge, mezzanine and life‑insurance lending.
In 2021 it partnered with Cushman & Wakefield, gaining strength in investment sales and advisory.
Typical projects include multifamily, senior living and healthcare real estate across the country.
It launched a Low‑Income Housing Tax Credit syndication platform and a senior debt fund listed abroad.
Culture + Values
Where people matter
Excellence
Integrity
Entrepreneurship
Caring
Observed in pledge behaviors: be trustworthy, deliver highest‑quality work, act like an owner and empower others, encourage others through recognition and mentorship
Environment + Sustainability
Commitment to transparency, authenticity, continual progress toward Environmental, Social & Governance goals
Focus on Environmental component of ESG in community engagement and corporate responsibility
Charitable giving programs supported by employee matching and Day‑of‑Service volunteer efforts with environmental impact
Net zero target date not publicly stated; no specific carbon‑neutral or emissions‑reduction goals found
Inclusion & Diversity
94% Satisfaction
Employee Inclusivity Rate
94% of employees feel treated inclusively, reflecting strong DEI initiatives.
5 ERGs
Employee Resource Groups
The company has five active ERGs supporting diverse communities.
Top 10 ERG
ERG Ranking 2024
Ranked among the Top 10 Enterprise-Wide ERGs by Talent Dimensions in 2024.
DEI vision: “Building Belonging” across culture, careers/people, community
Strategic DEI priorities: belonging & engagement, DEI learning, talent acquisition, talent development & mentoring, data/metrics, communication
Three-part DEI Committee structure (Culture, Careers & People, Community)