Associate, Production Analytical Support

Company Overview

Lument provides comprehensive capital solutions for multifamily, affordable, MHC, and commercial real estate, including investment banking, mortgage banking, private equity, direct balance sheet lending, investment sales, and mergers and acquisitions.

We are seeking an Associate to work side-by-side with a seasoned professional on a substantial volume of financing opportunities. The Associate will be an integral part of the team, responsible for a wide variety of analysis related to new and existing investments.

• Perform loan analysis and underwriting, using Excel models and capital markets analysis.
• Direct all facets of analysis prior to taking a deal to market.
• Prepare and review lender submission packages for deal placement.
• Provide credible recommendations to supervisor based on market research and analysis.
• Lead internal deal coordination, including engagement and coordination of third-party report providers.
• Create and collect due diligence needs lists.
• Act as the primary reviewer of application due diligence for completeness and accuracy.
• Organize administrative transaction tasks such as expense tracking, deal folder completeness, and credit report ordering.
• Produce complete and deficiency-free submissions to prospective lenders.
• Interact extensively with borrowers and third-party vendors to process and provide analytical support to underwriters for loan applications.
• Communicate clearly with borrowers, third-party providers, originators, underwriters and others to facilitate transaction flow.
• Develop knowledge and skills necessary to prepare credit request presentations.
• Assist the Closing department in preparing documents required for loan commitments and closings.
• Become fully versed in all applicable Commercial Real Estate underwriting and processing guidelines, and in Lument CM policies, processes and procedures.
• Work professionally and harmoniously with team and coworkers.
• Possibly travel on a minimal basis.
• Perform other projects and duties as assigned.

• Bachelor’s degree from an accredited college or university.
• 1-2 years of experience in real estate related financial analysis for a lending institution, brokerage firm or investment firm.
• Proficiency in Microsoft Office, especially Excel.
• Strong work ethic, ambition, teamwork, creativity and sound ethical conduct.
• Flexibility and ability to work under pressure with tight deadlines; ability to adjust priorities in a changing environment.
• Excellent organizational, communication, presentation and interpersonal skills.
• Ability and desire to plan, organize, and prioritize assignments; meet critical and established deadlines; manage multiple assignments and transactions simultaneously.
• Demonstrated ability to maintain confidentiality and use discretion.
• Professional business image and excellent command of the English language, both verbally and in writing.
• Ability to learn quickly and work independently and as part of a high-performance team.
• Highest degree of integrity and professionalism.
• Ability to synthesize large amounts of information into clear credit and business recommendations, both verbally and in writing.
• Initiative and strong sense of personal motivation and responsibility.

Annual base salary gross: $90,000 - $115,000 (NJ and NY only). The base salary range represents the estimated low and high end of Lument’s salary for this position based on geography. 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.

Lument 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.