In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
Job responsibilities
- Coordinate with the borrowers, underwriters, and bankers to obtain necessary due diligence required for loan file
- Assist in transition from screening to underwriting
- Maintain loan file, applicable checklists, and any documents required
- Review and analyze items received to ensure file is accurately documented
- Order and review third party reports (appraisals, environmental assessment, etc.)
- Assist underwriter by entering basic third-party report data
- Complete and/or assist Underwriters with applicable agency forms for submission.
- Assists with assembling loan package and delivering to closing.
- Perform other projects and duties assigned and deemed appropriate from the manager
Required qualifications, capabilities and skills:
- Excellent detail oriented organizational skills and communication skills
- Must be able to work well under pressure in a fast-paced environment; prioritizing work to meet deadlines.
- Ability to learn underwriting technology systems
- Must be able to work independently and as a team member.
Preferred qualifications, capabilities, and skills:
- Requires 2-4 years of experience in multifamily and multifamily affordable housing.
- Bachelor’s degree preferred.
- Working knowledge of affordable housing and/or other government policies; use of subsidies and LIHTC, though not required, is a big plus
- Working knowledge of real estate documentation is a big plus