Assistant Mortgage Officer (Multifamily & Affordable Housing Lending)

We need to output HTML fragment with sections: About Us? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They gave examples but we can use other headings if appropriate? They said use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those headings if content exists. The posting includes "About Us" which is about the organization, not necessarily "About the role". Could map to "About the role"? But they said do NOT repeat the job title as a heading. The page already shows it. The "About Us" is about the company; we could treat as "About the role"? Not exactly. However we can include a section "About Us" as heading? The instruction says use

for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but suggests those are typical. Safer to use those headings where applicable. We have content: About Us (company description). Could be considered "About the role"? Not really. Maybe we can create a section "About the role" using the Role Summary. The "Role Summary" is present. So we can put that under

About the role

. Then Responsibilities: the "What You’ll Do" list. Then Skills And Experience: could be under

Skills

or

Requirements

. They have "Skills And Experience". We'll put under

Skills

. Benefits: "What We Offer" list. Pay: salary range given. Schedule: hybrid role info. Also we have other details like location (Buffalo office). That's schedule? Could be part of Schedule. We'll include schedule info. We must not include boilerplate like EEO, sponsorship, etc. Remove those lines. We must preserve all substantive information. So we need to include the About Us description? The instruction says we should not repeat the job title as a heading, but we can include About Us content maybe under a heading like "About the company"? Not in list. But we could embed it in a

without a heading? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we cannot have other headings, but suggests using those. However to be safe, we could put the About Us content under a

About the role

? That would be inaccurate. Better to have a heading "About Us" but that's not in the list. The instruction says use

for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but they gave examples. I'd assume we should stick to those headings; if content doesn't fit, we can omit heading and just put in

. The About Us description is substantive; we could put it as a

without a heading. That's acceptable. Thus output:

About Us paragraph(s)...

Then

About the role

with Role Summary paragraph. Then

Responsibilities

with

• ... items from What You’ll Do. Then

  Skills

  with
  • ... items from Skills And Experience. Then

    Benefits

    with
    • ... items from What We Offer. Then

      Pay

      with

      Salary range: $75,000 – $86,000, dependent on experience.

      Then

      Schedule

      with

      Hybrid role: work from the Buffalo office two‑three days a week.

      We must not include duplicated lines, boilerplate. Also remove lines like "Applicants must be authorized to work in the United States..." etc. That's boilerplate? It's a requirement but maybe considered substantive? It's about work authorization; could be considered a requirement. But they said remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Work authorization is not exactly those; it's a requirement. However they also said "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

      or drop it." Work authorization could be considered minor metadata; but it's substantive? Might be considered a requirement. However they said "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep it. Where to put? Could be under Requirements or Skills. Since we have Skills section, we could add a bullet: "Authorized to work in the United States". But they said not to invent; it's in the posting. So we can include. Also "The Community Preservation Corporation does not provide employment sponsorship of any kind." That's also a requirement. Could be included. Also "Candidates are responsible for ensuring they meet all minimum qualifications for the position at the time of application." That's generic; maybe boilerplate? Could be dropped as application instruction? It's more like a generic statement. Might be considered boilerplate. Safer to drop. EEO statement definitely drop. Compensation Range line duplicate; we already have Pay. Thus we need to include work authorization and no sponsorship. We'll add those under Requirements maybe. But we don't have a Requirements heading; we could add

      Requirements

      with list. But we already have Skills section; we could incorporate those as skills? They are not skills but eligibility. Better to have Requirements. Thus headings: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. We'll put About Us description as a leading

      without heading. Now compile content. About Us paragraph(s): The first paragraph: "The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities, and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration." That's one paragraph; we can keep as

      . Role Summary: "The Assistant Mortgage Officer assists officers by providing due diligence support for the origination, closing, and conversion of multifamily loans. Responsible for ensuring all necessary loan documents are accurate and delivered to the Portfolio Services department in a timely manner. Order third party reports (credit, appraisal, engineering and environmental) and process invoices for payment. Report on status of loans for closing/conversion readiness and act as Office Manager for the Central Region/Syracuse field office." We'll put that as

      under About the role. Responsibilities: list items from "What You’ll Do". Need to extract each bullet. Let's list them: - Prepare closing and other related packages including: Construction and Permanent Loans (including conversions), Freddie Mac, and SONYMA for submission to the Portfolio Services department. - Order, review and track third party reports. - Prepare environmental report memos. - Review construction contracts, insurance binders and other items needed for closing/conversions. - Review loan applications and complete due diligence on Borrower and their development teams such as reference and credit checks. - Prepare term sheets and commitment letters in cooperation with mortgage officers after the approval of loans. - Review SONYMA commitments after they are issued for pension fund permanent loans. - Oversee scanning of documents to document management system (Navigator). - Perform market research as needed for individual projects. - Maintain and frequently update Loan Pipeline status. - Work with Closings Coordinator, Borrower and their team, and Mortgage Officer to complete the closing package. - Provide loan closing checklists, and update items as they are received until the closing file is complete. - Participate in conference calls regarding all loan closings and work with Borrower and PSD to schedule closing dates. - Work with the External Affairs Department and mortgage officers to maintain contact lists, schedule and coordinate events, conferences and sponsorships and purchase event tickets. - Act as Office Manager to order supplies, process invoices and expense reports, schedule travel, staff meetings, and perform other administrative duties, as required. - Maintain all office administrative and project files. - Keep office attendance records and report monthly to the CPC Central Office. - Prepare monthly Mortgage Officer’s American Express Expense Reports. - Perform other administrative duties, as required. We'll put each as

    • . Requirements: from "Skills And Experience" plus work auth and no sponsorship. Skills And Experience bullet list: - Undergraduate degree with 1-2+ years of experience in loan processing and documentation preferred - Understanding of multifamily loan processing and documentation a strong plus - Comprehension of the elements of a mortgage offering, and a clear understanding of the steps necessary to successfully close a deal. - Strong proficiency in Microsoft Word, Excel and PowerPoint. - Analytical Ability – Applies strong analytical ability to loan processing, documentation, due diligence, and closing/conversion readiness. - Communication Skills – Uses superior communication skills to communicate clearly with internal and external parties. - Customer Service – Provides excellent customer service to borrowers, internal partners, and other stakeholders. - Teamwork and Collaboration – Successfully works with others as a team, including listening, negotiating and leadership skills. - Project & Time Management – Multi-tasks and prioritizes responsibilities across loan packages, third party reports, pipeline status, and office administration. - Initiative – Shows initiative and acts as a self-starter when supporting mortgage officers and office needs. We'll put these as
    • under Requirements? Actually they are skills/experience. Could be under Skills. But we already have Skills heading for benefits? Wait we have Benefits heading for What We Offer. So we need separate headings: Requirements (for qualifications) and Skills (for abilities). The posting lumps them together; we can split: Requirements: education/experience; Skills: abilities. Thus:

      Requirements

      • Undergraduate degree with 1-2+ years of experience in loan processing and documentation preferred
      • Understanding of multifamily loan processing and documentation a strong plus
      • Comprehension of the elements of a mortgage offering, and a clear understanding of the steps necessary to successfully close a deal.
      • Strong proficiency in Microsoft Word, Excel and PowerPoint.

      Skills

      • Analytical Ability – Applies strong analytical ability to loan processing, documentation, due diligence, and closing/conversion readiness.
      • Communication Skills – Uses superior communication skills to communicate clearly with internal and external parties.
      • Customer Service – Provides excellent customer service to borrowers, internal partners, and other stakeholders.
      • Teamwork and Collaboration – Successfully works with others as a team, including listening, negotiating and leadership skills.
      • Project & Time Management – Multi-tasks and prioritizes responsibilities across loan packages, third party reports, pipeline status, and office administration.
      • Initiative – Shows