Associate – Production Analytical Support

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


Essential Duties and Responsibilities:

• Become fully versed in all applicable Fannie Mae, Freddie Mac, and LUMENT Lending programs and credit requirements, and adhere to established policies and procedures. In this role, emphasis is on the Freddie Mac SBL and Fannie Mae Small loan programs.
• Possess and apply a thorough knowledge of LUMENT programs, requirements, policies and procedures, which must include an understanding of LUMENT and other mortgage and finance programs offered by the firm.
• Demonstrate a thorough understanding of the flow of the loan origination and underwriting processes for LUMENT's various lending programs.
• Assume responsibility for all aspects of analyzing, structuring and documenting tax-exempt and taxable multifamily transactions and assist in closing such transactions.
• Coordinate all aspects of transaction structuring and closing, including numeric analysis, credit enhancement, ratings, quotes, investment agreements, document preparation, issuer interface, and closing logistics, while collaborating and communicating with other stakeholders.
• Offer support to underwriters as necessary to help facilitate the due diligence process in order to efficiently move loans through to Credit Committee in a timely manner.
• Provide superior analytical support and reporting to assigned originators on a wide variety and high volume of loan transactions and assignments.
• Prepare Loan Proposals, Loan Applications, Engagement Letters, Loan Commitments, and other client deliverables as needed.
• Prepare Transaction Summaries, Quote Requests, Concept Packages, and other credit deliverables for LUMENT, Fannie Mae, Freddie Mac, and FHA as needed.
• Provide professional, timely interaction to internal customers, as well as external borrowers, investors and other third parties.
• Ensure that proper notification, communication and coordination on transactions have occurred with legal and compliance personnel.
• Position may require light travel for meetings, conferences, site visits, and other company business.
• All other duties as assigned.

Education, Skills and Experience:

• Bachelor’s degree from an accredited college or university required. 
• Minimum of 3-5 years’ experience in a similar role.
• Prior experience related to production analysis and support is a plus.
• Strong problem-solving skills with an ability to handle moderately complex issues with precision.
• Demonstrated ability to independently solve problems.
• Strong knowledge of various analytical tools and methodologies.
• Broad understanding of the organization's functions and processes.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.

Annual base salary gross: $100,000 - $120,000 (NY only). The base salary range represents the estimated low and high end of the Lument’s salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of Lument’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits.  Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.