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salesforce financial analysis excel powerpoint due diligence📋 Description
- Supports mortgage banking and investment sales professionals’ source and execute business.
- Leverages company resources including teams based in Hyderabad, India.
- Analyzes CRE and multifamily real estate, generating pro forma valuations and loan sizing.
- Prepares loan submissions; drafts quotes; tracks in Salesforce; prepares applications.
- Leads deal processing from applications to closings.
- Reviews due diligence material for real estate transactions.
🎯 Requirements
- Demonstrated 2+ years experience in Affordable Housing Finance.
- Experience supporting deals from Beginning to End.
- Extensive experience managing 5+ loans at a time.
- Advanced MS Office including Outlook, Word, PowerPoint, Excel; pivot tables.
- Strong organizational skills and ability to multitask in a fast-paced environment.
- Clear written and verbal communication with all levels of an organization.
🎁 Benefits
- Monthly volunteer hours and donation matching.
- Employee Resource Groups to help you grow with us.
- Fertility and family planning services.
- Up to 12 weeks of fully paid parental leave.
- Mental health care, including free counseling sessions.
- Tuition reimbursement for learning.
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