Analyst, Underwriting Small Balance Loans

ORIX Corporation USA is a company that specializes in multifamily and commercial mortgage financing programs. The Analyst, Underwriting – SBL is responsible for supporting the underwriting process by managing documentation, analyzing financial information, and assisting in loan committee presentations.ResponsibilitiesAssists the Underwriter during the loan underwriting process by requesting, collecting, managing required documentation: Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target underwriting datesCollect, review, and advise the underwriting team regarding receipt and status of all underwriting documentationEstablish and maintain loan files. Retain and organize loan documentation in appropriate electronic data storage folders. Order and obtain professional reports and verifications from external partiesInputs and analyzes data: Verify and update property operating information in the underwriting analysis workbookUpon receipt of borrower/sponsor financial statements, SREO, Underwriting Certificates, credit reports, and investor database credit checks: Review and notify Underwriter of any material issues; Transfer data from reports to underwriting analysis workbook and narrativeUpon receipt of professional reports (e.g. appraisal, engineering, environmental assessment, seismic analysis, zoning, and market reports), transfer data into underwriting analysis workbook and narrativeAssists the Underwriter in the preparation and submission of loan committee presentations, including drafting sections of the underwriting narrative as assigned and preparing exhibitsAssists with assembling loan package and delivering to Investors after closingProcesses invoices for payment and prepares final accountingWork professional and harmoniously with team and coworkersOther projects and duties as assignedSkillsOne to three years of commercial real estate experienceKnowledge of financial statement analysis, general accounting, cash flows, and mortgage interest calculationsKnowledge of real estate finance and/or investment real estate, including multifamily, retail, and officeHighly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processesResults-driven achiever with exemplary planning and organizational skills, along with a high degree of attention to detailExceptional listener and communicator who effectively conveys information verbally and in writingResourceful team player who excels at building trusting relationships with clients and colleaguesApplicable knowledge of Microsoft Office suiteBachelor's degree in Finance, Accounting, Real Estate, or Business AdministrationExperience with Fannie Mae and/or Freddie Mac Multifamily loan programsBenefitsCash bonusesLong term incentivesHealth insuranceAccident and life insuranceRetirement benefitsCompetitive vacation policyFloating personal holidaysExtensive leave optionsAnnual observed holidaysInfertility coverageAdoption supportChild and elder careFully paid maternityGenerous parental leave benefitsHybrid working model with a 3 day in-office minimum requirementCompany OverviewEstablished in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today. It was founded in 2001, and is headquartered in Dallas, Texas, USA, with a workforce of 1001-5000 employees. Its website is http://www.orix.com/orix-finance/venture-finance.aspx.Company H1B SponsorshipORIX Corporation USA has a track record of offering H1B sponsorships, with 2 in 2025, 5 in 2024, 1 in 2023, 2 in 2022, 4 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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