Sales Analyst - SBL Originations

  • Competitive
  • Dallas, TX, USA
  • Permanent, Full time
  • Hunt Mortgage Group
  • 24 Feb 18 2018-02-24

Sales Analyst - SBL Originations

Position Summary
Reporting to specific originators, under overall direction of Managing Director, the Analyst / Associate will work side-by-side with seasoned professionals on a substantial volume of transactions. The Analyst / Associate will work on live transactions as they move from origination to closing and interact with a wide range of industry participants.

Essential Job Functions

  • Prepare quote and application packages.
  • Prepare current and historical income, expense analysis and lease summary/rent roll for each transaction.
  • Review and analyze loan transaction packages for preliminary qualification.
  • Assist Originators with prospecting and soliciting new clients and marketing Fannie Mae, Freddie Mac loans.
  • Provide credible recommendations to supervisors and senior management based on market research and analysis.
  • Log all transactions in the Proprietary database in a timely manner and ensure it is up to date.
  • Meet potential Borrowers and inspect properties for requested financing.
  • Help assemble all required documentation for processing and underwriting on each transaction and assist Originator to manage customer relationship throughout the due diligence process.
  • Assist underwriters throughout the due diligence process by gathering required property and credit documents and updating the underwriting workbook with rent rolls, portfolio comps and real estate schedules.
  • Perform other duties and projects as assigned.

Bachelor's degree in Computer Science, Finance, Real Estate, Business Administration, or applicable field required.

Experience and Qualifications
  • 0-1 year of experience in real estate related financial analysis for a lending institution, brokerage firm or investment firm. Associate level has a minimum of 2-3 years experience.
  • Strong computer skills and proficiency with MS Office applications. Advanced excel and financial modeling skills.
  • Working knowledge of Microsoft Office applications.
  • Excellent written and verbal communication and presentation skills.
  • Strong interpersonal skills and ability to develop and maintain relationships both internally and externally.
  • Ability to work independently while functioning as part of a team.

Other Skills
Requires a self-motivated, team player who has strong attention to detail and ability to prioritize in a fast-moving environment with excellent management and business literacy skills. Takes initiative to identify and anticipate project needs and implement action.