Supports commercial real estate mortgage originators by analyzing loan opportunities, evaluating financing alternatives, screening and structuring transactions, preparing lender submissions, reviewing borrower materials and comparable properties, conducting market research, maintaining industry contacts, and assisting with lead generation. The role requires commercial real estate or finance experience, strong analytical and communication skills, Excel and modeling proficiency, attention to detail, and the ability to manage deadlines independently.
Summary:
This position supports mortgage bankers responsible for originating loans with our various capital providers including Agency, FHA, LifeCo, CMBS, Banks, and Debt Funds.
Major Responsibilities:
Assist Originators with the following activities:
- Assist in determining viable loan executions and financing alternatives for customers.
- Review materials provided by borrowers and help ensure needed information for preliminary loan analysis is received.
- Handle the preliminary screening, underwriting analysis, and structuring of lending opportunities with our various capital providers.
- Prepare preliminary loan packages, presentations, and submission to lenders and investors.
- Assess the strengths and weaknesses of transactions including market analysis and review comparable properties.
- Complete forms for pre-application and firm application packages.
- Assist with maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry.
- Develop and maintain internal and external relationships to ensure a timely and efficient loan submission process.
- Provide market research data for loan opportunities and assist with lead generation efforts using various third-party data sources.
Minimum Requirements:
(experience, education, ksa)
- 1 - 3 years of experience in a commercial real estate mortgage loan production office or equivalent
- Bachelor’s Degree in Real Estate, Finance or equivalent education and related training
- Prior experience in commercial real estate (brokerage, lending, appraisal, property management) or a data analysis role required
- Self-starter who can work independently, take initiative, and manage competing priorities with minimal oversight
- Strong analytical skills
- Strong communication skills
- Strong excel and modeling skills preferred
- Familiarity with AI-powered tools to support data analysis, research, or presentation development is desired, though not required; any exposure to these tools is considered a plus
- Strong attention to detail
- Ability to organize and prioritize work
- Demonstrated ability to meet deadlines
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
This position is eligible to earn a base salary in the range of $63,900- $83,100 annually depending on job-related factors such as level of experience and geographic location. This position is also eligible for an annual discretionary bonus.
We encourage you to explore the career opportunities we have available here at BWE!
Please note, BWE will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
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