Senior Analyst
About the role
The Affordable Production Senior Analyst plays a critical role in executing affordable multifamily agency transactions nationwide. They lead financial modeling, underwriting analysis, and narrative development for Fannie Mae and Freddie Mac affordable loans, impacting transaction quality, speed to market, and client experience.
Responsibilities
- Lead financial modeling and loan sizing for affordable multifamily transactions using Fannie Mae (DUS) and Freddie Mac (Optigo) tools
- Prepare and review Agency Narrative Packages, including market write-ups, rent and sales comparables, maps, and property photos
- Spread and analyze rent rolls, historical operating statements, and budgets to support underwriting conclusions
- Pull and analyze expense comparables, CoStar reports, property tax bills, and other third-party data sources
- Upload quote packages and loan options through DUS Gateway and Freddie Mac OUS systems
- Manage and maintain accurate pipeline tracking and reporting within Salesforce for new and active transactions
- Monitor deals throughout underwriting and support communication between production, underwriting, and closing teams
- Participate in kick-off meetings and weekly production meetings to ensure alignment and execution efficiency
- Interface directly with clients, mortgage brokers, lenders, and third-party vendors to facilitate information flow and resolve issues
- Travel periodically for property inspections and client meetings
- Contribute to continuous improvement of underwriting processes and production best practices
Requirements
- Bachelor’s degree required (Finance, Real Estate, Business, or related field preferred)
- 3+ years of financial analysis or underwriting experience in commercial real estate, affordable housing, or agency lending
- Experience with multifamily agency underwriting strongly preferred; affordable housing finance experience highly desirable
Skills and Abilities
- Strong financial modeling and underwriting skills, with attention to detail and accuracy
- Solid understanding of affordable housing programs, income restrictions, and agency execution
- Strong written and verbal communication skills
- High level of organization and ownership over work product
- Ability to show ownership of your work, embrace challenges and growth opportunities, and demonstrate patience when learning new processes
Benefits
The position offers an estimated base salary of $80,000-$90,000 plus discretionary production incentives. Additional benefits include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program
- Health Savings Account and Healthcare and Dependent Care
- Flexible Spending
- Career development opportunities
- Empowerment and encouragement to give back
Pay
$80,000 - $90,000 annually
Schedule
Attendance is generally required from 8:30 am – 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Equal Employment Opportunity Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.