Purpose and Job Summary
The focus of the position is to develop a team member who will have a deep view of the affordable housing financing platform and an understanding of Lument's offerings so that each client is provided the best possible outcome. While undergoing training in commercial real estate, credit analysis, and Lument products, analysts work with loan underwriters and originators to provide transaction support. As a growing firm with expanding services, there is excellent potential for professional development and promotion within the company.
Essential Duties & Responsibilities
- Perform comprehensive financial analysis for transactions
- Creation of credit profiles, loan analysis for client developments, offering memoranda, pitch books, and other material relevant to originating and executing loan transactions and financial advisory transactions
- Participation in deals from engagement to closing, including day-to-day interactions with internal team and staff, clients, agencies, investors, and other funding participants.
- Provide support to loan originators as necessary to help facilitate the analysis of transactions and timing of deals.
- Develop and apply basic knowledge of LUMENT programs, requirements, policies and procedures, and other mortgage and finance programs offered by LUMENT.
- Involvement in corporate and strategic initiatives as the need arises.
- Work professionally and harmoniously with team and coworkers
- Committed to upholding and emulating the ORIX USA core values, which are: Pursue Excellence, Seize Opportunity, Live Honorably, Create Value, and Thrive Together
- Other projects and duties as assigned.
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Contacts
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
Required
- Bachelor's degree in business, finance, accounting, real estate, or a related field required.
- FINRA Securities Industry Essentials required within the first 60 days of start date.
- Proficiency in Microsoft Office and list other relevant systems or software
- Excellent organizational, communication, presentation, and interpersonal skills
- Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously.
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
- Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team.
- Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment.
Preferred
- Formal education, internship, or work experience in commercial real estate or sectors served by the firm preferred
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.