Director of Gift Planning at Wellesley College, responsible for fundraising strategies generating over $10 million annually. Leading gift planning initiatives and managing high - level donor portfolios for campaign success.
About the role
- Associate Director assisting loan sizing, underwriting, and due diligence for multifamily agency transactions at Walker & Dunlop, a commercial real estate capital provider
Responsibilities
- Input and model multifamily data for Fannie Mae and Freddie Mac loan sizers
- Present clients with due diligence checklist and related forms
- Assist in organizing all marketing efforts, including writing press releases and creating deal tombstones
- Coordinate with W&D marketing for client events
- Track and update pipeline reports and input notes in Salesforce
- Keep up and track all quotes and present to clients in a debt matrix
- Create Agency and capital markets submission packages
- Mine data from underwriting packages to find potential equity sources
- Monitor maturing deals and proactively reach out to clients with upcoming maturities
- Track deals during underwriting and provide weekly status reports to clients
- Participate in weekly Production Meetings and Kick-Off meetings
- Serve as liaison between production, underwriting, closing, and the GSEs
- Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders
- Travel as needed and perform other duties as assigned
- Attendance generally required 8:30 am – 5:30 pm local time Tuesday through Thursday, with option to work remotely on Mondays and Fridays
Requirements
- Bachelor’s degree (prefer finance and/or real estate concentration)
- 4+ years financial analyst experience with commercial real estate owner, broker, appraiser, or financial institution
- Multifamily agency experience a plus
- Proficient in MS Word, Sales Force and SharePoint
- Excellent financial modeling skills including thorough knowledge of MS Excel
- Strong written and oral communication skills
- Detail oriented, organized, and accurate
- Ability to handle multiple tasks and work productively in time sensitive situations
- Good concept of financial analysis of income producing real estate
- General understanding of all major commercial real estate product types
- Ability to show ownership of your work and demonstrate patience when learning new processes
Benefits
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
- Career development opportunities
- Empowerment and encouragement to give back – volunteer hours and donation matching
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