Agency Transactions Analyst

Northmarq is a unique capital markets resource for commercial real estate investors, providing access to experts in various financial services. The Agency Transactions Analyst will be responsible for reviewing and processing a portfolio of Fannie Mae and Freddie Mac assumption/transfer requests, focusing on financial analysis and customer service.

Responsibilities

• Support and assist senior team members with reviewing and processing a portfolio of Fannie Mae and Freddie Mac assumption/transfer of ownership requests, adhering to Agency guidelines
• Serve as a secondary point of contact for borrowers and the primary contact for third-party vendors, with assisted written and oral responses to internal and external parties from senior team members
• Manage deal flow between team members, vendors, and clients, prioritizing daily tasks and identifying immediate needs
• Prepare, inventory, and review due diligence documentation, with assistance from senior team members. Request additional information as required
• Prepare assumption/transfer of ownership memoranda, processing checklists, analyzing due diligence, and performing other various support functions, as directed by senior team members
• Utilizing CRE industry standard analytic services (CoStar, Moody's, Etc.), gather and analyze multifamily market data, including demographics, sales and rent comparables, absorption surveys, and occupancy studies
• Evaluate property operating statements, rent rolls, and other property related documentation received
• Prepare underwriting templates based on property's historical financial statements, projections, and other market data
• Engage, review, and analyze third-party reports (Appraisal, Property Condition Assessment, Environmental, Zoning, and Seismic), if required
• Assist with submitting and processing assumption/transfer of ownership requests to the applicable Agency and/or Master Servicer
• Assist in coordinating third-party onsite inspections, if required
• Assist insurance and closing teams, as needed
• Pre-closing and post-closing support, assisting in preparation of transaction approval letters and final delivery documentation
• Be apprised of changing Agency guidelines, while staying current on multifamily market trends and regulatory developments impacting commercial real estate

Skills

• Strong analytical, underwriting, and math skills, with a demonstrated ability to work independently and handle multiple projects
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Working knowledge of commercial real estate finance and commercial loan terminology
• Ability to work both independently and within a team, with minimal supervision
• Proficient organizational and prioritization skills, with ability to manage multiple assignments while meeting deadlines
• Client service-oriented with effective oral and written communication skills
• Ability to maintain sensitive and confidential information
• Ability to travel for site inspections as required
• Bachelor's Degree, preferably with a major in real estate finance, business administration, or accounting. Other Majors will be considered
• 1-3 years' commercial real estate experience, with preference given to Fannie Mae and Freddie Mac multi-family loan programs
• Knowledge of Adobe, database applications is a plus
• Experience with CRE analytic services (CoStar, Moody's, Etc.)

Benefits

• Medical
• Dental
• Vision
• Paid time off
• 401K match
• Annual discretionary contribution based on business performance
• Paid parental leave
• Adoption assistance
• Education assistance
• Volunteer paid time off
• Charitable contribution match

Company Overview

Company H1B Sponsorship