Transaction Manager handling multifamily loan origination and execution at a national mortgage banking company. Collaborating with analysts and clients for effective deal management.
Responsibilities
Work closely with analysts to prepare and deliver timely, accurate quotes for multifamily lending opportunities
Collaborate with developers to understand their needs and provide solutions
Respond promptly to quote requests, ensuring quick turnaround times to maintain client engagement
Manage the end-to-end process for closing deals, including documentation, communication with stakeholders, and addressing challenges
Ensure seamless handoffs between quoting and execution phases, including working with analysts to hard quote and prepare the application
Proactively follow up with clients to advance deals and address questions
Maintain persistence and accountability to keep projects moving forward efficiently, including timelines and third-party report tracking
Work closely with team members to balance quoting and execution workloads
Actively participate in strategy sessions to identify process improvements
Requirements
3 years of experience in a commercial real estate mortgage loan production office or equivalent
Financial modeling of complex real estate transactions
Bachelor’s degree in Real Estate or Finance, or equivalent education and related training
Strong analytical skills as well as ability to think outside the box and provide solutions and optionality
In depth knowledge of the income producing real estate including knowledge of local/regional/national real estate markets
Demonstrated proficiency in basic computer applications, such as Microsoft Office software, Salesforce and presentation products
Ability to work harmoniously with internal/external workers/customers
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