Senior Analyst

About the role

The Affordable Production Senior Analyst plays a crucial 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

Qualifications

• Strong financial modeling and underwriting skills, with attention to detail and accuracy
• Solid understanding of affordable housing programs, income restrictions, and agency execution
• Ability to manage multiple transactions in a deadline-driven environment
• 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

Skills

• Knowledge of affordable housing programs, income restrictions, and agency execution
• Ability to manage multiple transactions in a deadline-driven environment
• 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 company offers comprehensive benefit options including up to 83% subsidized medical payroll deductions, competitive dental and vision benefits, a 401(k) with match, pre-tax transit and commuting benefits, a robust health and wellness program, paid maternity and parental leave, and more. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

Pay

An estimated base salary of $80,000-$90,000 plus discretionary production incentives.

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.