Associate, Production
Affordable Housing
Associate,Production
Neural analysis suggests this role is
optimal for Mid candidates.
“Associate, Production at Associate, Production. Skills: Financial analysis, Underwriting, Real estate finance. Support origination, screening, execution. Analytical, underwriting, transaction support”
Industry & Context.
Synthesize large volumes of information
Minimal travel may be required
What They're Looking For.
Must Have
Bachelor's degree in business, finance, accounting, real estate, or a related field, Minimum of 3 years of relevant experience in multifamily housing finance, affordable housing finance, or a related commercial real estate lending environment, FINRA Securities Industry Essentials (SIE) required within one year of start date, Advanced proficiency in Microsoft Office, Working knowledge of financial statement analysis, Working knowledge of general accounting, Working knowledge of cash flow modeling, Working knowledge of mortgage interest calculations
Nice to Have
Experience with Fannie Mae, Freddie Mac, and/or FHA loan programs, Knowledge of real estate finance and investment real estate, particularly multifamily and affordable housing
What You'll Do.
Analyze prospective loan opportunities
Perform detailed financial analysis
Conduct market research
Maintain underwriting models
Prepare screening narratives
Organize transaction files
Support transactions from engagement through closing
Coordinate with internal teams
Coordinate with clients
Coordinate with agencies
Coordinate with investors
Coordinate with counsel
Coordinate with funding participants
How You'll Work.
Team & Collaboration
Work both independently and collaboratively; Collaborate professionally and effectively with colleagues; Contribute effectively as part of a high-performing team; Build and maintain trusted working relationships with colleagues
Communication Scope
Written communication skills; Verbal communication skills; Interpersonal communication skills
Process & Methodology
Manage multiple assignments, Manage multiple transactions simultaneously
Full Job Description
**Purpose and Job Summary:** Reporting to the Managing Director, and under the overall direction of the Senior Managing Director, the Associate supports the origination, screening, and execution of multifamily mortgage financing and tax-exempt bond opportunities within Lument's Affordable Housing platform. This role is responsible for analytical, underwriting, and transaction support functions across the deal lifecycle, from initial screening through closing. The ideal candidate demonstrates strong financial and analytical skills, attention to detail, sound judgment, and the ability to work both independently and collaboratively in a fast-paced team environment. **Essential Duties and Responsibilities:** * Develop a strong working knowledge of all applicable Affordable Housing products offered by Lument, including relevant policies, procedures, and underwriting guidelines. * Build a thorough understanding of the loan origination and underwriting process across Lument's lending programs. * Review and analyze prospective loan opportunities for preliminary qualification and screening. * Perform detailed financial analysis using current and historical property cash flows, operating statements, rent rolls, and other transaction materials. * Conduct market research and support underwriting conclusions with relevant data and analysis. * Maintain and update underwriting models and other transaction-related analytical tools. * Prepare screening narratives, submission memos, and other internal and external deal materials. * Establish, organize, and maintain transaction files and related documentation. * Support transactions from engagement through closing, including day-to-day coordination with internal teams, clients, agencies, investors, counsel, and other funding participants. * Participate in corporate, strategic, and team initiatives as needed. * Collaborate professionally and effectively with colleagues across the organization. * Perform other duties and special project
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