Analyst

Posted 13 Hours Ago
Be an Early Applicant
Boston, Franklin, IN
60K-65K Annually
Entry level
Fintech • Payments • Financial Services
The Role
The Analyst will prepare loan sizing, conduct preliminary underwriting analyses, and organize due diligence for FHA Finance loans. Responsibilities include managing borrower documentation, scheduling meetings, reviewing third-party reports, supporting marketing initiatives, and maintaining Salesforce entries. The role requires strong communication, attention to detail, and the ability to manage multiple projects.
Summary Generated by Built In

Department:

HUD Production

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Department Overview

Our FHA Finance experts work with borrowers to obtain a HUD-insured loan on multifamily and senior housing properties. The department is comprised of production and underwriting staff. The production staff is in a sales role working with clients to originate loan opportunities. Once a loan is engaged, the underwriting staff works with the client to prepare an application to HUD and identify strengths and weaknesses of a loan, putting appropriate mitigants into place. Once the application is submitted, the W&D FHA Team works closely with HUD staff as they review the application, issue a commitment to insure and ultimately close the loan. W&D is the #2 overall HUD lender in FY 2024.

The Impact You Will Have

The Analyst will prepare sizing loans, preliminary underwriting analysis and gathering/organizing due diligence for loans related to FHA Finance. The Analyst will support HUD Production teams with administrative needs, business analytics, and special projects. The position demands an elevated level of customer service and excellent communication skills, as well as a great attention to detail and the ability to work on multiple projects simultaneously.

Primary Responsibilities

  • Manages and collects borrower documentation. Prepares written responses or replies by phone or e-mail when necessary. Responds to regularly occurring requests for information

  • Responsible for scheduling and managing meetings, including creating and running routine and non-routine reports out of Salesforce

  • Assist in reviewing third party reports such as appraisals, market studies, engineering reports

  • Assist producer in marketing, lead generation and cross-selling initiatives. Maintain deal and client information in Salesforce

  • Handles confidential and non-routine information, exercising discretion in interpreting and explaining policies as necessary

  • Prepare and present loan quote sizers and necessary due diligence information for each property loan request received

  • Maintain Box and Salesforce entries for all active deals at least once per week

  • Participate in Kick-Off Meetings with Walker & Dunlop producer, underwriter, closer and client for all loans under application

  • Serve as a liaison between Underwriting, closing, and production throughout the underwriting and closing process

  • Make recommendations to the producer regarding loan proposals and will participate in the initial underwriting process

  • Work with marketing to proactively identify and assemble deal information for use by marketing to prepare press releases

  • Prepares expense reports monthly

  • Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel

  • Responsible for other projects and assignments as needed

  • Attendance is generally 8:30 am – 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely

Education and Experience

  • Bachelor’s degree in Finance or equivalent experience strongly preferred

  • 3-5 years of experience in finance or related field

  • Experience working in a corporate environment a plus

Knowledge, Skills and Abilities

  • Must have a working knowledge of multifamily, affordable a plus

  • Experience with the Underwriting process is a plus

  • Outstanding financial and investment analysis skills, oral and written communication skills and presentation ability

  • An energetic, efficient and resourceful team player and individual contributor

  • Excellent attention to detail, accuracy of information, judgment, and dependability, including the ability to meet deadlines.

  • Candidate must have strong business knowledge and ability to prioritize work as well as to find solutions to various administrative problems. Candidate must independently negotiate and resolve various time-sensitive and administrative concerns on a regular basis.

  • Candidate must possess high level of professionalism and interpersonal skills to handle sensitive and confidential information. 

  • Strong customer service skills

  • Strong organization skills; must be able to manage multiple priorities

  • Ability to accurately and productively handle multiple tasks during time sensitive situations

  • Strong working ability with Salesforce, Box and Microsoft Office applications including Word, Excel and PowerPoint. 

  • Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes

  • Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders

This position has an estimated base salary of $60,000 - $65,000 plus discretionary production incentives. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

#LI-GC1

#LI-Hybrid

What We Offer 

  • The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 

  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which 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 – earn cash rewards and gain access to resources that
    promote health, engagement, and balance
    - Paid maternity and parental leave, as well as other family paid leave programs
    - Company-paid life, short and long-term disability insurance
    - Health Savings Account and Healthcare and Dependent Care Flexible Spending 

  • Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication 

  • Career development opportunities 

  • Empowerment and encouragement to give back – volunteer hours and donation matching 

 
*Eligibility may vary based on average number of hours worked 

EEO 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. We strive to be a safe place to ask questions, build professional relationships, and develop careers.


SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Top Skills

Salesforce
The Company
Greenwood Village, Colorado
1,251 Employees
On-site Workplace

What We Do

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry

Similar Jobs

Indianapolis, IN, USA
1315 Employees
84K-132K Annually
Indianapolis, IN, USA
1315 Employees
72K-114K Annually

Ordergroove Logo Ordergroove

Growth Analyst

eCommerce • Retail • Software
The Center, IN, USA
109 Employees

Roche Logo Roche

DIA Cross Functional Financial Analyst/Process Specialist

Healthtech • Biotech • Pharmaceutical
Indianapolis, IN, USA
93797 Employees

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account